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JPMorgan BetaBuilders US Small Cap Equity ETF

26 hedge funds and large institutions have $397M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

8% more funds holding

Funds holding: 2426 (+2)

1% more capital invested

Capital invested by funds: $393M → $397M (+$4.01M)

0.45% more ownership

Funds ownership: 82.07%82.52% (+0.45%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$67
MWA
27
MN Wealth Advisors
Kansas
-$233K -3,426 Closed
SPI
28
Sutton Place Investors
New York
-$203K -2,984 Closed
APW
29
Aventura Private Wealth
Florida
-$681 -10 Closed

BBSC Hedge Fund Activity: Q1 2025 in Review

26 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q1 2025, worth a combined $397M — up 1% from $393M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBSC positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $46.3M. The largest seller was Perigon Wealth Management, cutting an estimated $298K.

  • 26 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $397M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q1 2025, up 1% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $46.3M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q1 2025 was Perigon Wealth Management, an estimated $298K sold.

Based on aggregated 13F filings for Q1 2025.