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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

22 hedge funds and large institutions have $1.6B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $1.32B → $1.6B (+$279M)

5.14% more ownership

Funds ownership: 101.05% → 106.19% (+5.1%)

5% more funds holding

Funds holding: 21 → 22 (+1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$230M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.33M
3
Goldman Sachs
Goldman Sachs
New York
+$1.35M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$666K
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$105K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$986K
2
FTUS
Flow Traders U.S.
New York
-$559K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$421K
4
LPL Financial
LPL Financial
California
-$329K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$59.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.59B +$230M +3,001,725 +17%
Citadel Advisors
2
Citadel Advisors
Florida
$4.12M +$3.33M +43,423 +387%
FTUS
3
Flow Traders U.S.
New York
$3.14M -$559K -7,280 -15%
AssetMark Inc
4
AssetMark Inc
California
$1.6M +$1.61K +21 +0.1%
Goldman Sachs
5
Goldman Sachs
New York
$1.32M +$1.35M +17,556 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.07M +$666K +8,676 +157%
Morgan Stanley
7
Morgan Stanley
New York
$1.01M -$27.2K -354 -3%
LPL Financial
8
LPL Financial
California
$722K -$329K -4,284 -31%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$708K -$986K -12,842 -58%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$625K +$105K +1,371 +20%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$159K -$2K -26 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$98.8K -$1.46K -19 -1%
Bank of America
13
Bank of America
North Carolina
$31.5K +$3.22K +42 +11%
FFA
14
Farther Finance Advisors
California
$19.7K +$20K +261 New
FAM
15
Family Asset Management
South Carolina
$6.63K – – –
IWP
16
IAG Wealth Partners
Wisconsin
$6.26K +$6.37K +83 New
BAM
17
Belpointe Asset Management
Nevada
$3.17K – – –
Wells Fargo
18
Wells Fargo
California
$1.89K +$1.92K +25 New
GRP
19
Global Retirement Partners
California
$1.54K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K -$421K -5,484 -100%
RA
21
Rise Advisors
New York
$921 – – –
AAS
22
Ameritas Advisory Services
Nebraska
$525 +$537 +7 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
– -$59.1K -814 Closed
UBS Group
24
UBS Group
Switzerland
– -$46K -634 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
– -$73 -1 Closed

BBMC Hedge Fund Activity: Q1 2023 in Review

22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2023, worth a combined $1.6B — up 21% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBMC positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $230M. The largest seller was Susquehanna International Group, cutting an estimated $986K.

  • 22 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2023, up from 21 in Q4 2022.
  • Funds reported $1.6B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2023, up 21% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $230M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2023 was Susquehanna International Group, an estimated $986K sold.

Based on aggregated 13F filings for Q1 2023.