JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
24 hedge funds and large institutions have $393M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
4% more funds holding
Funds holding: 23 → 24 (+1)
3.75% more ownership
Funds ownership: 78.31% → 82.07% (+3.8%)
5% less capital invested
Capital invested by funds: $413M → $393M (-$20.3M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.42M |
| 2 |
Goldman Sachs
New York
|
+$777K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$453K |
| 4 |
LPL Financial
San Diego,
California
|
+$227K |
| 5 |
SPI
Sutton Place Investors
Katonah,
New York
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.94M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$290K |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$152K |
| 5 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
-$42.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
26
Flow Traders U.S.
New York
| – | -$290K | -4,298 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | -$185 | -3 | Closed |
|
BBSC Hedge Fund Activity: Q4 2024 in Review
24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q4 2024, worth a combined $393M — down 4.9% from $413M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BBSC positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $1.42M. The largest seller was JP Morgan Chase, cutting an estimated $25M.
- 24 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q4 2024, up from 23 in Q3 2024.
- Funds reported $393M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
- 5 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $1.42M added.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2024.