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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

13 hedge funds and large institutions have $1.64B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

63% more funds holding

Funds holding: 8 → 13 (+5)

24% more capital invested

Capital invested by funds: $1.32B → $1.64B (+$314M)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.18% less ownership

Funds ownership: 97.79% → 97.61% (-0.18%)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$184M
2
AssetMark Inc
AssetMark Inc
California
+$7.85M
3
FTUS
Flow Traders U.S.
New York
+$4.69M
4
Morgan Stanley
Morgan Stanley
New York
+$2.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$869K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.94M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$1.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$809K
4
UBS Group
UBS Group
Switzerland
-$43K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.62B +$184M +2,177,742 +13%
AssetMark Inc
2
AssetMark Inc
California
$7.97M +$7.85M +92,974 New
FTUS
3
Flow Traders U.S.
New York
$5.11M +$4.69M +55,513 +1,354%
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.57M -$1.02M -12,029 -29%
Morgan Stanley
5
Morgan Stanley
New York
$2.07M +$2.04M +24,186 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.71M -$2.94M -34,859 -64%
Citadel Advisors
7
Citadel Advisors
Florida
$1.02M -$809K -9,587 -45%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$886K +$869K +10,296 +23,400%
Goldman Sachs
9
Goldman Sachs
New York
$236K +$232K +2,751 New
Osaic Holdings
10
Osaic Holdings
Arizona
$228K +$224K +2,654 New
AIC
11
Ameritas Investment Company
Nebraska
$114K +$112K +1,329 New
Bank of America
12
Bank of America
North Carolina
$60K +$59.1K +700 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
UBS Group
14
UBS Group
Switzerland
– -$43K -551 Closed

BBMC Hedge Fund Activity: Q1 2021 in Review

13 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2021, worth a combined $1.64B — up 24% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBMC positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $184M. The largest seller was Susquehanna International Group, cutting an estimated $2.94M.

  • 13 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2021, up from 8 in Q4 2020.
  • Funds reported $1.64B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2021, up 24% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2021 and 1 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $184M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2021 was Susquehanna International Group, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2021.