We are live on ! Find out more
BBMC icon

JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

34 hedge funds and large institutions have $1.54B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

36% more funds holding

Funds holding: 25 → 34 (+9)

9% more capital invested

Capital invested by funds: $1.41B → $1.54B (+$125M)

5.53% less ownership

Funds ownership: 98.79% → 93.26% (-5.5%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
34
Holders Change
+9
Holders Change %
+36%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
7
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.76M
3
LNC
Lincoln National Corp
Pennsylvania
+$1.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$802K
5
FTUS
Flow Traders U.S.
New York
+$371K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$56.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.2M
3
TGAM
TBH Global Asset Management
Tennessee
-$1.01M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$134K
5
Morgan Stanley
Morgan Stanley
New York
-$58.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.51B -$56.8M -740,604 -4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.29M +$5.7M +74,309 New
Morgan Stanley
3
Morgan Stanley
New York
$3.41M -$58.3K -760 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.05M +$2.76M +36,022 New
LNC
5
Lincoln National Corp
Pennsylvania
$1.81M +$1.64M +21,381 New
AssetMark Inc
6
AssetMark Inc
California
$1.66M -$42.2K -550 -3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.55M +$802K +10,447 +133%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$1.25M -$24.4K -318 -2%
AA
9
ACT Advisors
North Carolina
$908K -$12.7K -166 -2%
LPL Financial
10
LPL Financial
California
$839K -$35.2K -458 -4%
MWA
11
MN Wealth Advisors
Kansas
$721K +$653K +8,511 New
IWP
12
IAG Wealth Partners
Wisconsin
$470K +$344K +4,486 +424%
AG
13
Ascent Group
Virginia
$459K +$78.8K +1,026 +24%
FTUS
14
Flow Traders U.S.
New York
$409K +$371K +4,833 New
Osaic Holdings
15
Osaic Holdings
Arizona
$399K -$22K -287 -6%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$150K -$10.1K -132 -7%
Wells Fargo
17
Wells Fargo
California
$63.5K – – –
UBS Group
18
UBS Group
Switzerland
$62.7K +$56.8K +740 New
Bank of America
19
Bank of America
North Carolina
$58.7K +$10.6K +138 +25%
IA
20
IFP Advisors
Florida
$40.7K +$36.9K +481 New
FFA
21
Farther Finance Advisors
California
$23.4K +$1.23K +16 +6%
Comerica Bank
22
Comerica Bank
Texas
$19K +$14.9K +194 +647%
ASN
23
Advisory Services Network
Georgia
$12.7K +$11.5K +150 New
WTC
24
WhitTier Trust Company
Nevada
$10.2K +$9.29K +121 New
FAM
25
Family Asset Management
South Carolina
$5.51K -$154 -2 -3%
1
2

BBMC Hedge Fund Activity: Q4 2023 in Review

34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2023, worth a combined $1.54B — up 8.8% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBMC positions and 4 closed out — a net gain of 9 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $5.7M. The largest seller was JP Morgan Chase, cutting an estimated $56.8M.

  • 34 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $1.54B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2023 was Janney Montgomery Scott, an estimated $5.7M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2023 was JP Morgan Chase, an estimated $56.8M sold.

Based on aggregated 13F filings for Q4 2023.