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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$27M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$15.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.4M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$9.76M |
| 5 |
Morgan Stanley
New York
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$72.3M |
| 2 |
Goldman Sachs
New York
|
-$11.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.81M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$991K |
| 5 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$10.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $10.6K | +$99 | +1 | +0.9% |
|
|
ACA
52
Aptus Capital Advisors
Fairhope,
Alabama
| $4.48K | – | – | – |
|
53
UBS Group
Zurich,
Switzerland
| $2.6K | -$8.57K | -87 | -76% |
|
|
PWA
54
Principia Wealth Advisory
Dallas,
Texas
| $2.6K | +$2.66K | +27 | New |
|
55
CIBC Private Wealth Group
Atlanta,
Georgia
| $2.23K | +$2.27K | +23 | New |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$1.87K | +19 | New |
|
|
EWA
57
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.38K | – | – | – |
|
|
WP
58
WealthShield Partners
Cary,
North Carolina
| $1.35K | – | – | – |
|
|
RA
59
Rise Advisors
Rochester,
New York
| $1.21K | +$99 | +1 | +8% |
|
60
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$394 | -4 | -22% |
|
|
SIS
61
Sound Income Strategies
Ft Lauderdale,
Florida
| $577 | – | – | – |
|
|
HHGA
62
Halbert Hargrove Global Advisors
Long Beach,
California
| $193 | +$197 | +2 | New |
|
|
SA
63
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$991K | -9,568 | Closed |
|
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.