We are live on ! Find out more
BBMC icon

JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

16 hedge funds and large institutions have $1.58B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

7% more funds holding

Funds holding: 15 → 16 (+1)

0.06% more ownership

Funds ownership: 99.24% → 99.3% (+0.06%)

0% less capital invested

Capital invested by funds: $1.58B → $1.58B (-$3.96M)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
55I LLC
Massachusetts
+$4.13M
2
Morgan Stanley
Morgan Stanley
New York
+$2.2M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.11M
4
LPL Financial
LPL Financial
California
+$514K
5
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$380K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$80.2M
2
TRCT
Tower Research Capital (TRC)
New York
-$2.83M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.15M
4
FTUS
Flow Traders U.S.
New York
-$1.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$981K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.55B -$80.2M -869,759 -5%
Morgan Stanley
2
Morgan Stanley
New York
$7.4M +$2.2M +23,840 +42%
AssetMark Inc
3
AssetMark Inc
California
$7.36M -$67.6K -733 -0.9%
5L
4
55I LLC
Massachusetts
$4.74M +$4.13M +44,773 +650%
FTUS
5
Flow Traders U.S.
New York
$2.99M -$1.14M -12,419 -28%
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$2.83M +$380K +4,124 +15%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$1.53M +$1.11M +12,092 +265%
LPL Financial
8
LPL Financial
California
$512K +$514K +5,580 New
Osaic Holdings
9
Osaic Holdings
Arizona
$435K +$234K +2,541 +116%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$414K +$20.4K +221 +5%
SFS
11
Security Financial Services
Indiana
$380K +$382K +4,142 New
Bessemer Group
12
Bessemer Group
New Jersey
$96K – – –
Bank of America
13
Bank of America
North Carolina
$93K +$29.4K +319 +46%
SCA
14
Snowden Capital Advisors
New York
$8K +$8.76K +95 New
SFM
15
Signet Financial Management
New Jersey
$5K +$4.79K +52 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$1.38K +15 +60%
TRCT
17
Tower Research Capital (TRC)
New York
– -$2.83M -32,305 Closed
Citadel Advisors
18
Citadel Advisors
Florida
– -$2.15M -24,530 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$981K -11,181 Closed

BBMC Hedge Fund Activity: Q4 2021 in Review

16 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2021, worth a combined $1.58B — down 0.25% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BBMC positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was 55I LLC, adding an estimated $4.13M. The largest seller was JP Morgan Chase, cutting an estimated $80.2M.

  • 16 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2021, up from 15 in Q3 2021.
  • Funds reported $1.58B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2021, down 0.25% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2021 and 3 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2021 was 55I LLC, an estimated $4.13M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2021 was JP Morgan Chase, an estimated $80.2M sold.

Based on aggregated 13F filings for Q4 2021.