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JPMorgan BetaBuilders US Mid Cap Equity ETF

21 hedge funds and large institutions have $1.32B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

11% more funds holding

Funds holding: 1921 (+2)

1.61% more ownership

Funds ownership: 99.43%101.05% (+1.6%)

4% more capital invested

Capital invested by funds: $1.28B → $1.32B (+$47.9M)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
Closed
1
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
$1.31B -$41.3M -563,510 -3%
FTUS
2
Flow Traders U.S.
New York
$3.55M +$667K +9,094 +23%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.61M +$659K +8,990 +68%
AssetMark Inc
4
AssetMark Inc
California
$1.54M -$94.2K -1,285 -6%
LPL Financial
5
LPL Financial
California
$1.01M +$468K +6,390 +86%
Morgan Stanley
6
Morgan Stanley
New York
$1M +$90.7K +1,238 +10%
Citadel Advisors
7
Citadel Advisors
Florida
$814K -$463K -6,317 -36%
IA
8
Integrity Advisory
Kansas
$741K +$223K +3,041 +42%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$502K +$149K +2,036 +42%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$400K +$172K +2,342 +74%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$398K -$183K -2,500 -31%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$155K +$806 +11 +0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$97K -$11.7K -159 -11%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$59.1K +$59.7K +814 New
UBS Group
15
UBS Group
Switzerland
$46K +$41.1K +561 +768%
Bank of America
16
Bank of America
North Carolina
$27.3K -$7.4K -101 -21%
FAM
17
Family Asset Management
South Carolina
$6.39K +$6.45K +88 New
BAM
18
Belpointe Asset Management
Nevada
$3.05K +$3.08K +42 New
GRP
19
Global Retirement Partners
California
$1.52K +$73 +1 +5%
RA
20
Rise Advisors
New York
$884
Fidelity Investments
21
Fidelity Investments
Massachusetts
$73 +$73 +1 New
TRCT
22
Tower Research Capital (TRC)
New York
-$1.22M -18,021 Closed

BBMC Hedge Fund Activity: Q4 2022 in Review

21 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2022, worth a combined $1.32B — up 3.8% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BBMC positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $667K. The largest seller was JP Morgan Chase, cutting an estimated $41.3M.

  • 21 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $1.32B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2022, up 3.8% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2022 was Flow Traders U.S., an estimated $667K added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2022 was JP Morgan Chase, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2022.