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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

62 hedge funds and large institutions have $1.8B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

55% more funds holding

Funds holding: 40 → 62 (+22)

2.41% more ownership

Funds ownership: 97.33% → 99.74% (+2.4%)

2% more capital invested

Capital invested by funds: $1.76B → $1.8B (+$40.9M)

Holders
62
Holders Change
+22
Holders Change %
+55%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
27
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$27M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$15.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.4M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$9.76M
5
Morgan Stanley
Morgan Stanley
New York
+$8.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$72.3M
2
Goldman Sachs
Goldman Sachs
New York
-$11.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$8.81M
4
SA
Sanctuary Advisors
Indiana
-$991K
5
IWP
IAG Wealth Partners
Wisconsin
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.67B -$72.3M -733,729 -4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$28.8M +$15.7M +159,345 +114%
LPL Financial
3
LPL Financial
California
$28.1M +$27M +273,722 +1,485%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$11.8M +$9.76M +99,083 +429%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.5M +$11.4M +115,277 +2,531%
Morgan Stanley
6
Morgan Stanley
New York
$10.7M +$8.2M +83,179 +297%
AssetMark Inc
7
AssetMark Inc
California
$9.05M +$7.33M +74,374 +377%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.47M +$5.6M +56,872 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3.27M +$712K +7,227 +27%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.82M +$2.89M +29,322 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.57M +$2.63M +26,669 New
Citadel Advisors
12
Citadel Advisors
Florida
$2.14M -$8.81M -89,437 -80%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.34M +$1.37M +13,932 New
AA
14
ACT Advisors
North Carolina
$1.33M +$448K +4,546 +49%
PAS
15
Park Avenue Securities
New York
$1.24M +$1.27M +12,926 New
FTUS
16
Flow Traders U.S.
New York
$1.22M +$1.25M +12,642 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.11M +$68.8K +698 +6%
CW
18
CreativeOne Wealth
Kansas
$847K +$867K +8,803 New
BOC
19
Blue Oak Capital
California
$772K +$790K +8,021 New
PWM
20
Prosperity Wealth Management
California
$749K +$88.9K +902 +13%
MWA
21
MN Wealth Advisors
Kansas
$704K +$216K +2,188 +43%
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$681K +$555K +5,634 +391%
IWP
23
IAG Wealth Partners
Wisconsin
$483K -$10.6K -108 -2%
AG
24
Ascent Group
Virginia
$467K +$178K +1,809 +59%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$459K +$469K +4,765 New
1
2 3

BBMC Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2024, worth a combined $1.8B — up 2.3% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BBMC positions and 1 closed out — a net gain of 23 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $27M. The largest seller was JP Morgan Chase, cutting an estimated $72.3M.

  • 62 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $1.8B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 24 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2024 and 1 closed out, a net change of +23 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $27M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $72.3M sold.

Based on aggregated 13F filings for Q4 2024.