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JPMorgan BetaBuilders US Mid Cap Equity ETF

41 hedge funds and large institutions have $1.78B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$96.4M)

4.54% less ownership

Funds ownership: 98.52%93.98% (-4.5%)

16% less funds holding

Funds holding: 4941 (-8)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
41
Holders Change
-8
Holders Change %
-16.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
13
Closed
16
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
$1.74B -$34.8M -381,975 -2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$17M +$292K +3,198 +2%
Goldman Sachs
3
Goldman Sachs
New York
$3.94M +$2.29M +25,106 +164%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.3M -$2.05M -22,426 -40%
LPL Financial
5
LPL Financial
California
$2.57M +$14K +153 +0.6%
FTUS
6
Flow Traders U.S.
New York
$1.91M -$2.37M -25,941 -57%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.77M +$728K +7,981 +78%
AA
8
ACT Advisors
North Carolina
$1.38M +$11.5K +126 +0.9%
Wells Fargo
9
Wells Fargo
California
$1.16M +$998K +10,941 +1,106%
GI
10
Gradient Investments
Minnesota
$1.12M +$1.05M +11,522 New
IWP
11
IAG Wealth Partners
Wisconsin
$887K +$425K +4,661 +105%
Citadel Advisors
12
Citadel Advisors
Florida
$661K -$57.9K -635 -9%
Bank of America
13
Bank of America
North Carolina
$655K +$19.7K +216 +3%
MOS
14
MGO One Seven
Ohio
$567K +$531K +5,819 New
SA
15
Sanctuary Advisors
Indiana
$404K +$378K +4,148 New
MWA
16
MN Wealth Advisors
Kansas
$372K -$48.9K -536 -12%
UBS Group
17
UBS Group
Switzerland
$361K -$91K -997 -21%
SPI
18
Sutton Place Investors
New York
$354K -$5.93K -65 -2%
SPIA
19
Steward Partners Investment Advisory
New York
$313K +$22.2K +243 +8%
Morgan Stanley
20
Morgan Stanley
New York
$308K -$95.9K -1,051 -25%
AG
21
Ascent Group
Virginia
$274K -$35K -384 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$256K +$240K +2,627 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$246K -$175K -1,919 -43%
TWM
24
Thrive Wealth Management
Pennsylvania
$216K +$202K +2,215 New
GWM
25
Geneos Wealth Management
Colorado
$159K -$136K -1,488 -48%

BBMC Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q2 2025, worth a combined $1.78B — up 5.7% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BBMC and 8 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Goldman Sachs, adding an estimated $2.29M. The largest seller was JP Morgan Chase, cutting an estimated $34.8M.

  • 41 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q2 2025, down from 49 in Q1 2025.
  • Funds reported $1.78B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q2 2025 and 16 closed out, a net change of -8 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q2 2025 was Goldman Sachs, an estimated $2.29M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q2 2025 was JP Morgan Chase, an estimated $34.8M sold.

Based on aggregated 13F filings for Q2 2025.