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JPMorgan BetaBuilders US Mid Cap Equity ETF

40 hedge funds and large institutions have $1.86B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.37% more ownership

Funds ownership: 93.98%96.34% (+2.4%)

5% more capital invested

Capital invested by funds: $1.78B → $1.86B (+$84.8M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2% less funds holding

Funds holding: 4140 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
13
Closed
5
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
$1.82B -$33.6M -330,388 -2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18M -$222K -2,179 -1%
Goldman Sachs
3
Goldman Sachs
New York
$3.6M -$590K -5,803 -14%
FTUS
4
Flow Traders U.S.
New York
$3.05M +$998K +9,807 +50%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.98M -$563K -5,536 -16%
LPL Financial
6
LPL Financial
California
$2.94M +$194K +1,904 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.27M +$1.96M +19,311 +765%
Wells Fargo
8
Wells Fargo
California
$1.48M +$229K +2,254 +19%
AA
9
ACT Advisors
North Carolina
$1.47M -$3.87K -38 -0.3%
GI
10
Gradient Investments
Minnesota
$1.01M -$188K -1,848 -16%
IWP
11
IAG Wealth Partners
Wisconsin
$951K +$4.88K +48 +0.5%
Citadel Advisors
12
Citadel Advisors
Florida
$850K +$141K +1,386 +20%
MOS
13
MGO One Seven
Ohio
$708K +$101K +993 +17%
Morgan Stanley
14
Morgan Stanley
New York
$390K +$59.6K +586 +19%
MWA
15
MN Wealth Advisors
Kansas
$388K -$8.34K -82 -2%
SPI
16
Sutton Place Investors
New York
$375K -$2.44K -24 -0.7%
SPIA
17
Steward Partners Investment Advisory
New York
$363K +$28.5K +280 +9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$361K -$1.49M -14,685 -81%
AG
19
Ascent Group
Virginia
$330K +$37K +364 +13%
Bank of America
20
Bank of America
North Carolina
$287K -$403K -3,958 -59%
TWM
21
Thrive Wealth Management
Pennsylvania
$230K
GWM
22
Geneos Wealth Management
Colorado
$222K +$51.5K +506 +31%
SA
23
Sanctuary Advisors
Indiana
$220K -$206K -2,029 -49%
GVAG
24
Great Valley Advisor Group
Delaware
$209K +$205K +2,011 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$28K

BBMC Hedge Fund Activity: Q3 2025 in Review

40 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q3 2025, worth a combined $1.86B — up 4.8% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BBMC and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.96M. The largest seller was JP Morgan Chase, cutting an estimated $33.6M.

  • 40 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q3 2025, down from 41 in Q2 2025.
  • Funds reported $1.86B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q3 2025, up 4.8% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q3 2025 and 5 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $1.96M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q3 2025 was JP Morgan Chase, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2025.