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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

21 hedge funds and large institutions have $1.57B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

31% more funds holding

Funds holding: 16 → 21 (+5)

0.14% more ownership

Funds ownership: 99.3% → 99.44% (+0.14%)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$10.6M)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
2
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$110M
2
Jane Street
Jane Street
New York
+$1.02M
3
Citadel Advisors
Citadel Advisors
Florida
+$487K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$302K
5
LPL Financial
LPL Financial
California
+$189K

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$4.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.45M
3
FTUS
Flow Traders U.S.
New York
-$2.99M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$1.87M
5
5L
55I LLC
Massachusetts
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.55B +$110M +1,302,672 +8%
5L
2
55I LLC
Massachusetts
$2.95M -$1.45M -17,142 -33%
Morgan Stanley
3
Morgan Stanley
New York
$2.4M -$4.45M -52,592 -65%
AssetMark Inc
4
AssetMark Inc
California
$1.92M -$4.88M -57,715 -72%
IA
5
Integrity Advisory
Kansas
$1.13M +$1.11M +13,160 New
Jane Street
6
Jane Street
New York
$1.03M +$1.02M +12,064 New
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$743K -$1.87M -22,099 -72%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$692K -$725K -8,574 -51%
LPL Financial
9
LPL Financial
California
$669K +$189K +2,236 +40%
Citadel Advisors
10
Citadel Advisors
Florida
$492K +$487K +5,757 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$306K +$302K +3,573 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$203K -$180K -2,135 -47%
Osaic Holdings
13
Osaic Holdings
Arizona
$191K -$282K -3,334 -70%
UBS Group
14
UBS Group
Switzerland
$108K +$107K +1,262 New
Bank of America
15
Bank of America
North Carolina
$30K -$56.6K -669 -66%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K +$1.77K +21 New
T
18
TCWP
Ohio
$2K +$2.96K +35 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1K +$761 +9 New
RA
20
Rise Advisors
New York
$1K +$1.01K +12 New
GRP
21
Global Retirement Partners
California
$1K +$1.69K +20 New
FTUS
22
Flow Traders U.S.
New York
– -$2.99M -32,509 Closed
SFS
23
Security Financial Services
Indiana
– -$380K -4,142 Closed
Bessemer Group
24
Bessemer Group
New Jersey
– -$96K -1,046 Closed
SCA
25
Snowden Capital Advisors
New York
– -$8K -95 Closed
1
2

BBMC Hedge Fund Activity: Q1 2022 in Review

21 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2022, worth a combined $1.57B — down 0.67% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BBMC positions and 5 closed out — a net gain of 5 holders — while 2 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $110M. The largest seller was AssetMark Inc, cutting an estimated $4.88M.

  • 21 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2022, up from 16 in Q4 2021.
  • Funds reported $1.57B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2022, down 0.67% quarter-over-quarter.
  • 10 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $110M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2022 was AssetMark Inc, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2022.