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JPMorgan BetaBuilders US Mid Cap Equity ETF

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
Holders
49
Holders Change
-13
Holders Change %
-20.97%
% of All Funds
0.67%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
-$11.5M -119,831 Closed
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
-$5.47M -56,872 Closed
Bank of New York Mellon
53
Bank of New York Mellon
New York
-$2.82M -29,322 Closed
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
-$2.57M -26,669 Closed
MML Investors Services
55
MML Investors Services
Massachusetts
-$1.34M -13,932 Closed
PAS
56
Park Avenue Securities
New York
-$1.24M -12,926 Closed
CW
57
CreativeOne Wealth
Kansas
-$847K -8,803 Closed
BOC
58
Blue Oak Capital
California
-$772K -8,021 Closed
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
-$681K -7,076 Closed
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
-$459K -4,765 Closed
5W
61
5T Wealth
California
-$421K -4,374 Closed
WF
62
Wayfinding Financial
Washington
-$404K -4,202 Closed
OMC
63
Old Mission Capital
Illinois
-$375K -3,900 Closed
LSPW
64
Lake Street Private Wealth
Illinois
-$324K -3,371 Closed
LFG
65
Lockerman Financial Group
California
-$297K -3,087 Closed
IWC
66
Integrated Wealth Concepts
Massachusetts
-$248K -2,574 Closed
TA
67
TFB Advisors
Kansas
-$208K -2,159 Closed
GM
68
GeoWealth Management
Illinois
-$177K -1,840 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
-$131K -1,293 Closed
PWA
70
Principia Wealth Advisory
Texas
-$2.6K -27 Closed
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
-$2.23K -23 Closed