JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
36 hedge funds and large institutions have $573M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 2
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
157% more funds holding
Funds holding: 14 → 36 (+22)
0.34% less ownership
Funds ownership: 86.15% → 85.81% (-0.34%)
15% less capital invested
Capital invested by funds: $678M → $573M (-$105M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.96M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.93M |
| 3 |
AssetMark Inc
Concord,
California
|
+$3.65M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.14M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$71.7M |
| 2 |
Jane Street
New York
|
-$28.1M |
| 3 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| $38K | +$40.7K | +712 | New |
|
27
Comerica Bank
Dallas,
Texas
| $15.4K | +$16.5K | +289 | New |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $7.38K | +$7.14K | +125 | +694% |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $5.34K | – | – | – |
|
|
FAM
30
Family Asset Management
Charleston,
South Carolina
| $4.75K | +$5.08K | +89 | New |
|
|
SCA
31
Stonebridge Capital Advisors
St Paul,
Minnesota
| $3.85K | +$4.11K | +72 | New |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.26K | +$3.48K | +61 | New |
|
|
SWM
33
Spire Wealth Management
Mclean,
Virginia
| $1.71K | +$571 | +10 | +45% |
|
|
LFA
34
LGT Financial Advisors
Dallas,
Texas
| $908 | +$971 | +17 | New |
|
|
RAM
35
Riggs Asset Management
Dallas,
Pennsylvania
| $642 | +$686 | +12 | New |
|
|
GA
36
GoalVest Advisory
New York
| $374 | +$400 | +7 | New |
|
|
37
Jane Street
New York
| – | -$28.1M | -495,415 | Closed |
|
|
SIA
38
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$1.43M | -25,084 | Closed |
|
BBSC Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q3 2023, worth a combined $573M — down 15% from $678M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BBSC positions and 2 closed out — a net gain of 23 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.96M. The largest seller was JP Morgan Chase, cutting an estimated $71.7M.
- 36 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q3 2023, up from 14 in Q2 2023.
- Funds reported $573M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 25 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q3 2023 and 2 closed out, a net change of +23 holders.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q3 2023 was LPL Financial, an estimated $8.96M added.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q3 2023 was JP Morgan Chase, an estimated $71.7M sold.
Based on aggregated 13F filings for Q3 2023.