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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

49 hedge funds and large institutions have $1.68B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 99.74% → 98.52% (-1.2%)

7% less capital invested

Capital invested by funds: $1.8B → $1.68B (-$122M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

21% less funds holding

Funds holding: 62 → 49 (-13)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
49
Holders Change
-13
Holders Change %
-20.97%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
17
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$81.6M
2
FTUS
Flow Traders U.S.
New York
+$3.17M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.18M
4
Jane Street
Jane Street
New York
+$1.7M
5
Goldman Sachs
Goldman Sachs
New York
+$1.04M

Top Sellers

1
LPL Financial
LPL Financial
California
-$25.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$12.3M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.5M
5
Morgan Stanley
Morgan Stanley
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$109K +$60.6K +628 +108%
Wells Fargo
27
Wells Fargo
California
$89.1K -$18K -186 -16%
IA
28
IFP Advisors
Florida
$62.7K -$3.19K -33 -5%
MFS
29
Mattson Financial Services
Michigan
$37K +$39.7K +411 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$24K +$24.3K +252 +1,326%
Comerica Bank
31
Comerica Bank
Texas
$19.4K -$2.41K -25 -10%
WTC
32
WhitTier Trust Company
Nevada
$10.9K – – –
CFD
33
Creative Financial Designs
Indiana
$9.93K – – –
CIAS
34
Capital Investment Advisory Services
North Carolina
$8.02K +$8.59K +89 New
LFA
35
LGT Financial Advisors
Texas
$7.83K -$2.51K -26 -23%
RFS
36
Richardson Financial Services
Massachusetts
$6.58K -$60.4K -626 -90%
FFA
37
Farther Finance Advisors
California
$6.35K -$84.4K -874 -93%
NP
38
NorthRock Partners
Minnesota
$5.68K +$6.08K +63 New
PTC
39
Private Trust Company
Ohio
$4.87K -$92.9K -962 -95%
NA
40
NewEdge Advisors
Louisiana
$4.6K +$4.92K +51 New
ACA
41
Aptus Capital Advisors
Alabama
$4.19K – – –
RF
42
Rossby Financial
Florida
$2.54K +$2.8K +29 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$1.35K +$1.45K +15 New
EWA
44
EverSource Wealth Advisors
Alabama
$1.29K – – –
WP
45
WealthShield Partners
North Carolina
$1.26K – – –
RA
46
Rise Advisors
New York
$1.13K – – –
AWM
47
AE Wealth Management
Kansas
$811 +$869 +9 New
SIS
48
Sound Income Strategies
Florida
$541 – – –
HHGA
49
Halbert Hargrove Global Advisors
California
$91 -$97 -1 -50%
VAS
50
Vestmark Advisory Solutions
Massachusetts
– -$11.8M -122,153 Closed
1
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BBMC Hedge Fund Activity: Q1 2025 in Review

49 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2025, worth a combined $1.68B — down 6.8% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BBMC and 11 opened new positions — a net loss of 11 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was JP Morgan Chase, adding an estimated $81.6M. The largest seller was LPL Financial, cutting an estimated $25.7M.

  • 49 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2025, down from 62 in Q4 2024.
  • Funds reported $1.68B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2025 and 22 closed out, a net change of -11 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $81.6M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2025 was LPL Financial, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2025.