JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
34 hedge funds and large institutions have $1.54B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
36% more funds holding
Funds holding: 25 → 34 (+9)
9% more capital invested
Capital invested by funds: $1.41B → $1.54B (+$125M)
5.53% less ownership
Funds ownership: 98.79% → 93.26% (-5.5%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$56.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 3 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$1.01M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$134K |
| 5 |
Morgan Stanley
New York
|
-$58.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFS
26
Richardson Financial Services
Medway,
Massachusetts
| $5.42K | +$4.91K | +64 | New |
|
|
T
27
Tidemark
San Diego,
California
| $3.39K | +$3.07K | +40 | New |
|
|
SWM
28
Spire Wealth Management
Mclean,
Virginia
| $2.57K | -$77 | -1 | -3% |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $2.46K | +$154 | +2 | +7% |
|
|
AF
30
Allworth Financial
Folsom,
California
| $2.37K | +$2.15K | +28 | New |
|
|
EWA
31
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.2K | – | – | – |
|
|
RA
32
Rise Advisors
Rochester,
New York
| $1.05K | – | – | – |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$614 | +8 | New |
|
|
LFA
34
LGT Financial Advisors
Dallas,
Texas
| $847 | – | – | – |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$1.2M | -15,934 | Closed |
|
|
TGAM
36
TBH Global Asset Management
Brentwood,
Tennessee
| – | -$1.01M | -13,435 | Closed |
|
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$134K | -1,771 | Closed |
|
|
GA
38
GoalVest Advisory
New York
| – | -$376 | -5 | Closed |
|
BBMC Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2023, worth a combined $1.54B — up 8.8% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BBMC positions and 4 closed out — a net gain of 9 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $5.7M. The largest seller was JP Morgan Chase, cutting an estimated $56.8M.
- 34 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $1.54B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
- 13 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
- The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2023 was Janney Montgomery Scott, an estimated $5.7M added.
- The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2023 was JP Morgan Chase, an estimated $56.8M sold.
Based on aggregated 13F filings for Q4 2023.