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JPMorgan BetaBuilders US Mid Cap Equity ETF

41 hedge funds and large institutions have $1.78B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$96.4M)

4.54% less ownership

Funds ownership: 98.52%93.98% (-4.5%)

16% less funds holding

Funds holding: 4941 (-8)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
41
Holders Change
-8
Holders Change %
-16.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
13
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$144K +$135K +1,480 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$26K
AssetMark Inc
28
AssetMark Inc
California
$16.2K -$1.8M -19,682 -99%
CFD
29
Creative Financial Designs
Indiana
$10.8K
LFA
30
LGT Financial Advisors
Texas
$8.89K +$365 +4 +5%
FFA
31
Farther Finance Advisors
California
$6.82K
NA
32
NewEdge Advisors
Louisiana
$4.98K
ACA
33
Aptus Capital Advisors
Alabama
$4.54K
RF
34
Rossby Financial
Florida
$2.83K
EWA
35
EverSource Wealth Advisors
Alabama
$1.4K
WP
36
WealthShield Partners
North Carolina
$1.36K
GRP
37
Global Retirement Partners
California
$1.36K +$1.28K +14 New
RA
38
Rise Advisors
New York
$1.23K
IA
39
IFP Advisors
Florida
$779 -$62.8K -688 -99%
AAS
40
Ameritas Advisory Services
Nebraska
$682 +$639 +7 New
SIS
41
Sound Income Strategies
Florida
$585
Jane Street
42
Jane Street
New York
-$1.59M -17,663 Closed
PWM
43
Prosperity Wealth Management
California
-$724K -8,039 Closed
TSS
44
Two Sigma Securities
New York
-$403K -4,476 Closed
HF
45
HRT Financial
New York
-$252K -2,804 Closed
3IP
46
3Chopt Investment Partners
Virginia
-$174K -1,935 Closed
AF
47
Advisornet Financial
Minnesota
-$109K -1,211 Closed
MFS
48
Mattson Financial Services
Michigan
-$37K -411 Closed
Comerica Bank
49
Comerica Bank
Texas
-$19.4K -215 Closed
WTC
50
WhitTier Trust Company
Nevada
-$10.9K -121 Closed

BBMC Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q2 2025, worth a combined $1.78B — up 5.7% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BBMC and 8 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Goldman Sachs, adding an estimated $2.29M. The largest seller was JP Morgan Chase, cutting an estimated $34.8M.

  • 41 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q2 2025, down from 49 in Q1 2025.
  • Funds reported $1.78B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q2 2025 and 16 closed out, a net change of -8 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q2 2025 was Goldman Sachs, an estimated $2.29M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q2 2025 was JP Morgan Chase, an estimated $34.8M sold.

Based on aggregated 13F filings for Q2 2025.