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JPMorgan BetaBuilders US Mid Cap Equity ETF

17 hedge funds and large institutions have $1.35B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% more ownership

Funds ownership: 99.44%99.48% (+0.04%)

14% less capital invested

Capital invested by funds: $1.57B → $1.35B (-$213M)

19% less funds holding

Funds holding: 2117 (-4)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.34B +$83.5M +1,084,898 +6%
FTUS
2
Flow Traders U.S.
New York
$2.58M +$2.85M +36,989 New
5L
3
55I LLC
Massachusetts
$2.07M -$371K -4,820 -14%
AssetMark Inc
4
AssetMark Inc
California
$1.62M +$59.4K +771 +3%
TRCT
5
Tower Research Capital (TRC)
New York
$995K +$1.1M +14,251 New
Morgan Stanley
6
Morgan Stanley
New York
$942K -$1.12M -14,506 -52%
IA
7
Integrity Advisory
Kansas
$730K -$208K -2,707 -21%
LPL Financial
8
LPL Financial
California
$545K -$693 -9 -0.1%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$288K -$305K -3,957 -49%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$168K -$483K -6,273 -72%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$161K +$176K +2,283 +10,871%
Osaic Holdings
12
Osaic Holdings
Arizona
$102K +$5.16K +67 +5%
Bank of America
13
Bank of America
North Carolina
$33K +$9.78K +127 +36%
UBS Group
14
UBS Group
Switzerland
$7K -$89.2K -1,159 -92%
GRP
15
Global Retirement Partners
California
$1K
RA
16
Rise Advisors
New York
$1K
Jane Street
17
Jane Street
New York
-$1.03M -12,064 Closed
Citadel Advisors
18
Citadel Advisors
Florida
-$492K -5,757 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$306K -3,573 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$203K -2,376 Closed
T
21
TCWP
Ohio
-$2K -35 Closed
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
-$2.62K -34 -85%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
-$1K -9 Closed

BBMC Hedge Fund Activity: Q2 2022 in Review

17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q2 2022, worth a combined $1.35B — down 14% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BBMC and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 5 added.

The largest buyer was JP Morgan Chase, adding an estimated $83.5M. The largest seller was Morgan Stanley, cutting an estimated $1.12M.

  • 17 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q2 2022, down from 21 in Q1 2022.
  • Funds reported $1.35B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 2 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q2 2022 and 6 closed out, a net change of -4 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $83.5M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q2 2022 was Morgan Stanley, an estimated $1.12M sold.

Based on aggregated 13F filings for Q2 2022.