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JPMorgan BetaBuilders US Mid Cap Equity ETF

40 hedge funds and large institutions have $1.76B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

7% more capital invested

Capital invested by funds: $1.64B → $1.76B (+$122M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.08% less ownership

Funds ownership: 98.4%97.33% (-1.1%)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
9
Closed
6
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
$1.71B -$11.4M -126,209 -0.7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$13.2M +$1.35M +14,899 +12%
Goldman Sachs
3
Goldman Sachs
New York
$11.7M +$1.51M +16,650 +16%
Citadel Advisors
4
Citadel Advisors
Florida
$10.6M +$10.1M +111,722 New
Morgan Stanley
5
Morgan Stanley
New York
$2.65M +$144K +1,593 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.53M -$147K -1,621 -6%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$2.18M +$224K +2,478 +12%
AssetMark Inc
8
AssetMark Inc
California
$1.86M -$41.4K -457 -2%
LPL Financial
9
LPL Financial
California
$1.74M +$91.4K +1,009 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.03M +$986K +10,888 New
SA
11
Sanctuary Advisors
Indiana
$991K +$866K +9,568 New
AA
12
ACT Advisors
North Carolina
$876K -$18.9K -209 -2%
PWM
13
Prosperity Wealth Management
California
$650K -$23.8K -263 -4%
MWA
14
MN Wealth Advisors
Kansas
$485K -$20.7K -229 -4%
IWP
15
IAG Wealth Partners
Wisconsin
$484K +$634 +7 +0.1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$430K +$29.5K +326 +8%
SPI
17
Sutton Place Investors
New York
$309K +$46.5K +514 +19%
AG
18
Ascent Group
Virginia
$287K -$10.8K -119 -4%
SPIA
19
Steward Partners Investment Advisory
New York
$182K +$29.4K +325 +20%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$136K -$7.79K -86 -6%
Wells Fargo
21
Wells Fargo
California
$111K
GWM
22
Geneos Wealth Management
Colorado
$86.9K +$10.5K +116 +14%
Bank of America
23
Bank of America
North Carolina
$76.1K +$13.2K +146 +22%
IA
24
IFP Advisors
Florida
$53.5K +$362 +4 +0.7%
FFA
25
Farther Finance Advisors
California
$36.7K +$7.97K +88 +29%

BBMC Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q3 2024, worth a combined $1.76B — up 7.4% from $1.64B a quarter earlier.

Fund positioning in BBMC was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.1M. The largest seller was JP Morgan Chase, cutting an estimated $11.4M.

  • 40 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $1.76B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q3 2024 was Citadel Advisors, an estimated $10.1M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q3 2024 was JP Morgan Chase, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2024.