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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

40 hedge funds and large institutions have $1.66B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

18% more funds holding

Funds holding: 34 → 40 (+6)

8% more capital invested

Capital invested by funds: $1.54B → $1.66B (+$120M)

3.68% more ownership

Funds ownership: 93.26% → 96.94% (+3.7%)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$11M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.06M
4
Citadel Advisors
Citadel Advisors
Florida
+$963K
5
PWM
Prosperity Wealth Management
California
+$457K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$32.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.05M
3
Morgan Stanley
Morgan Stanley
New York
-$1.58M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$306K
5
Osaic Holdings
Osaic Holdings
Arizona
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.62B -$32.5M -376,096 -2%
FTUS
2
Flow Traders U.S.
New York
$12.2M +$11M +126,963 +2,627%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$9.51M +$2.46M +28,518 +38%
LNC
4
Lincoln National Corp
Pennsylvania
$2.25M +$257K +2,971 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M +$2.06M +23,816 New
Morgan Stanley
6
Morgan Stanley
New York
$2.03M -$1.58M -18,309 -46%
AssetMark Inc
7
AssetMark Inc
California
$1.77M -$40.8K -472 -2%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$1.68M +$288K +3,336 +23%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.36M -$306K -3,543 -19%
LPL Financial
10
LPL Financial
California
$1.13M +$199K +2,302 +23%
Citadel Advisors
11
Citadel Advisors
Florida
$1.03M +$963K +11,144 New
AA
12
ACT Advisors
North Carolina
$877K -$107K -1,237 -12%
MWA
13
MN Wealth Advisors
Kansas
$747K -$37.8K -437 -5%
AG
14
Ascent Group
Virginia
$500K +$10K +116 +2%
PWM
15
Prosperity Wealth Management
California
$489K +$457K +5,286 New
IWP
16
IAG Wealth Partners
Wisconsin
$484K -$26.6K -308 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$289K +$270K +3,131 New
Osaic Holdings
18
Osaic Holdings
Arizona
$275K -$149K -1,728 -37%
SAG
19
SageView Advisory Group
California
$272K +$173K +2,000 New
SPI
20
Sutton Place Investors
New York
$212K +$199K +2,298 New
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$151K -$11.5K -133 -8%
SPIA
22
Steward Partners Investment Advisory
New York
$125K +$117K +1,353 New
Wells Fargo
23
Wells Fargo
California
$91.4K +$20.6K +239 +32%
Bank of America
24
Bank of America
North Carolina
$64.3K +$259 +3 +0.4%
GWM
25
Geneos Wealth Management
Colorado
$57.6K +$53.8K +623 New
1
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BBMC Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2024, worth a combined $1.66B — up 7.8% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBMC positions and 5 closed out — a net gain of 6 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $11M. The largest seller was JP Morgan Chase, cutting an estimated $32.5M.

  • 40 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2024, up from 34 in Q4 2023.
  • Funds reported $1.66B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2024, up 7.8% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2024 and 5 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $11M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2024 was JP Morgan Chase, an estimated $32.5M sold.

Based on aggregated 13F filings for Q1 2024.