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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

62 hedge funds and large institutions have $1.8B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

55% more funds holding

Funds holding: 40 → 62 (+22)

2.41% more ownership

Funds ownership: 97.33% → 99.74% (+2.4%)

2% more capital invested

Capital invested by funds: $1.76B → $1.8B (+$40.9M)

Holders
62
Holders Change
+22
Holders Change %
+55%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
27
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$27M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$15.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.4M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$9.76M
5
Morgan Stanley
Morgan Stanley
New York
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$72.3M
2
Goldman Sachs
Goldman Sachs
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$8.81M
4
SA
Sanctuary Advisors
Indiana
-$991K
5
IWP
IAG Wealth Partners
Wisconsin
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$440K -$11.7M -118,930 -96%
5W
27
5T Wealth
California
$421K +$431K +4,374 New
WF
28
Wayfinding Financial
Washington
$404K +$414K +4,202 New
OMC
29
Old Mission Capital
Illinois
$375K +$384K +3,900 New
SPI
30
Sutton Place Investors
New York
$337K +$23.2K +235 +7%
LSPW
31
Lake Street Private Wealth
Illinois
$324K +$332K +3,371 New
LFG
32
Lockerman Financial Group
California
$297K +$304K +3,087 New
BRWA
33
B. Riley Wealth Advisors
Florida
$278K +$284K +2,885 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$248K +$254K +2,574 New
SPIA
35
Steward Partners Investment Advisory
New York
$222K +$37.7K +383 +20%
TA
36
TFB Advisors
Kansas
$208K +$213K +2,159 New
GM
37
GeoWealth Management
Illinois
$177K +$151K +1,529 +492%
CFGS
38
Concourse Financial Group Securities
Alabama
$131K +$127K +1,293 New
Bank of America
39
Bank of America
North Carolina
$124K +$47.7K +484 +60%
Wells Fargo
40
Wells Fargo
California
$113K +$493 +5 +0.4%
PTC
41
Private Trust Company
Ohio
$97.8K +$100K +1,016 New
GWM
42
Geneos Wealth Management
Colorado
$95.8K +$7.49K +76 +8%
FFA
43
Farther Finance Advisors
California
$90.8K +$54.8K +556 +143%
IA
44
IFP Advisors
Florida
$70.2K +$16.1K +163 +29%
RFS
45
Richardson Financial Services
Massachusetts
$67.2K +$63.3K +642 +1,126%
AF
46
Advisornet Financial
Minnesota
$56.1K +$57.4K +583 New
GRP
47
Global Retirement Partners
California
$49.7K +$46.5K +472 +1,073%
Comerica Bank
48
Comerica Bank
Texas
$23.1K +$2.46K +25 +12%
WTC
49
WhitTier Trust Company
Nevada
$11.6K – – –
LFA
50
LGT Financial Advisors
Texas
$10.8K +$5.62K +57 +102%
1
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BBMC Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2024, worth a combined $1.8B — up 2.3% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BBMC positions and 1 closed out — a net gain of 23 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was JP Morgan Chase, cutting an estimated $72.3M.

  • 62 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $1.8B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 24 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2024 and 1 closed out, a net change of +23 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $27M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $72.3M sold.

Based on aggregated 13F filings for Q4 2024.