We are live on ! Find out more
BBMC icon

JPMorgan BetaBuilders US Mid Cap Equity ETF

40 hedge funds and large institutions have $1.76B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

7% more capital invested

Capital invested by funds: $1.64B → $1.76B (+$122M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.08% less ownership

Funds ownership: 98.4%97.33% (-1.1%)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$29.3K +$28.2K +311 New
Comerica Bank
27
Comerica Bank
Texas
$20.3K
WTC
28
WhitTier Trust Company
Nevada
$11.4K
UBS Group
29
UBS Group
Switzerland
$10.8K +$10.3K +114 New
CFD
30
Creative Financial Designs
Indiana
$10.3K +$9.87K +109 New
FAM
31
Family Asset Management
South Carolina
$6.9K +$453 +5 +7%
LFA
32
LGT Financial Advisors
Texas
$5.32K
RFS
33
Richardson Financial Services
Massachusetts
$5.02K
ACA
34
Aptus Capital Advisors
Alabama
$4.44K
GRP
35
Global Retirement Partners
California
$4.16K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2K -$195K -2,159 -99%
EWA
37
EverSource Wealth Advisors
Alabama
$1.34K
WP
38
WealthShield Partners
North Carolina
$1.32K
RA
39
Rise Advisors
New York
$1.18K
SIS
40
Sound Income Strategies
Florida
$567
TGAM
41
TBH Global Asset Management
Tennessee
-$1.05M -11,880 Closed
FTUS
42
Flow Traders U.S.
New York
-$513K -5,826 Closed
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
-$205K -2,325 Closed
KFS
44
Kelly Financial Services
Massachusetts
-$5.72K -65 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$1.32K -15 Closed
FHA
46
First Horizon Advisors
Tennessee
-$176 -2 Closed

BBMC Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q3 2024, worth a combined $1.76B — up 7.4% from $1.64B a quarter earlier.

Fund positioning in BBMC was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.1M. The largest seller was JP Morgan Chase, cutting an estimated $11.4M.

  • 40 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.76B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q3 2024 was Citadel Advisors, an estimated $10.1M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q3 2024 was JP Morgan Chase, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2024.