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JPMorgan BetaBuilders US Mid Cap Equity ETF

40 hedge funds and large institutions have $1.64B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

1.46% more ownership

Funds ownership: 96.94%98.4% (+1.5%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $1.66B → $1.64B (-$14.9M)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Farther Finance Advisors
California
$26.1K -$1.95K -22 -7%
Comerica Bank
27
Comerica Bank
Texas
$18.9K -$796 -9 -4%
WTC
28
WhitTier Trust Company
Nevada
$10.7K -$88 -1 -0.8%
FAM
29
Family Asset Management
South Carolina
$5.99K +$265 +3 +5%
KFS
30
Kelly Financial Services
Massachusetts
$5.72K +$5.75K +65 New
RFS
31
Richardson Financial Services
Massachusetts
$5.02K +$354 +4 +8%
LFA
32
LGT Financial Advisors
Texas
$4.94K +$4.07K +46 +460%
ACA
33
Aptus Capital Advisors
Alabama
$4.14K -$13.1K -148 -76%
GRP
34
Global Retirement Partners
California
$3.87K
Fidelity Investments
35
Fidelity Investments
Massachusetts
$1.32K +$1.33K +15 New
EWA
36
EverSource Wealth Advisors
Alabama
$1.32K
WP
37
WealthShield Partners
North Carolina
$1.23K
RA
38
Rise Advisors
New York
$1.09K
SIS
39
Sound Income Strategies
Florida
$528 +$531 +6 New
FHA
40
First Horizon Advisors
Tennessee
$176 +$177 +2 New
LNC
41
Lincoln National Corp
Pennsylvania
-$2.25M -24,352 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$1.36M -14,744 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-$1.03M -11,144 Closed
SAG
44
SageView Advisory Group
California
-$272K -2,000 Closed
AWM
45
Abound Wealth Management
Tennessee
-$4.81K -52 Closed
T
46
Tidemark
California
-$3.7K -40 Closed
SWM
47
Spire Wealth Management
Virginia
-$2.87K -31 Closed

BBMC Hedge Fund Activity: Q2 2024 in Review

40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q2 2024, worth a combined $1.64B — down 0.9% from $1.66B a quarter earlier.

Fund positioning in BBMC was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $66.6M. The largest seller was Flow Traders U.S., cutting an estimated $11.1M.

  • 40 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.64B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q2 2024, down 0.9% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $66.6M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q2 2024 was Flow Traders U.S., an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.