JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
34 hedge funds and large institutions have $1.53B 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.
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 → $1.53B (+$123M)
5.63% less ownership
Funds ownership: 98.79% → 93.16% (-5.6%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.7M |
| 2 |
Bank of New York Mellon
New York
|
+$2.76M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.64M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$802K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$56.8M |
| 2 |
Morgan Stanley
New York
|
-$1.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 4 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$1.01M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$134K |
BBMC Hedge Fund Activity: Q4 2023 in Review
34 of the 6,869 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 $1.53B — up 8.7% 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 $1.53B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2023, up 8.7% 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.