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JPMorgan BetaBuilders US Mid Cap Equity ETF

40 hedge funds and large institutions have $1.64B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

1.46% more ownership

Funds ownership: 96.94%98.4% (+1.5%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $1.66B → $1.64B (-$14.9M)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
11
Closed
7
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
$1.61B +$66.6M +752,133 +4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$11M +$1.98M +22,383 +22%
Goldman Sachs
3
Goldman Sachs
New York
$9.41M +$9.46M +106,855 New
Osaic Holdings
4
Osaic Holdings
Arizona
$2.5M +$2.25M +25,385 +852%
Morgan Stanley
5
Morgan Stanley
New York
$2.33M +$401K +4,534 +21%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$1.81M +$219K +2,473 +14%
AssetMark Inc
7
AssetMark Inc
California
$1.77M +$92.3K +1,043 +5%
LPL Financial
8
LPL Financial
California
$1.53M +$462K +5,216 +43%
TGAM
9
TBH Global Asset Management
Tennessee
$1.05M +$1.05M +11,880 New
AA
10
ACT Advisors
North Carolina
$835K
PWM
11
Prosperity Wealth Management
California
$629K +$164K +1,857 +35%
FTUS
12
Flow Traders U.S.
New York
$513K -$11.1M -125,970 -96%
MWA
13
MN Wealth Advisors
Kansas
$472K -$240K -2,716 -34%
IWP
14
IAG Wealth Partners
Wisconsin
$450K -$10.4K -118 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$372K +$97.1K +1,097 +35%
AG
16
Ascent Group
Virginia
$278K -$199K -2,244 -42%
SPI
17
Sutton Place Investors
New York
$242K +$40.4K +457 +20%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$205K +$206K +2,325 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$191K -$1.91M -21,639 -91%
SPIA
20
Steward Partners Investment Advisory
New York
$141K +$22.1K +250 +18%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$134K -$9.73K -110 -7%
Wells Fargo
22
Wells Fargo
California
$103K +$16K +181 +18%
GWM
23
Geneos Wealth Management
Colorado
$70.8K +$16K +181 +29%
Bank of America
24
Bank of America
North Carolina
$58.1K -$3.19K -36 -5%
IA
25
IFP Advisors
Florida
$49.5K +$619 +7 +1%

BBMC Hedge Fund Activity: Q2 2024 in Review

40 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q2 2024, worth a combined $1.64B — down 0.9% from $1.66B a quarter earlier.

Fund positioning in BBMC was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $66.6M. The largest seller was Flow Traders U.S., cutting an estimated $11.1M.

  • 40 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.64B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q2 2024, down 0.9% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $66.6M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q2 2024 was Flow Traders U.S., an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.