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JPMorgan BetaBuilders US Small Cap Equity ETF

11 hedge funds and large institutions have $461M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

83% more funds holding

Funds holding: 611 (+5)

5% more capital invested

Capital invested by funds: $440M → $461M (+$20.8M)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

11.09% less ownership

Funds ownership: 99.99%88.9% (-11%)

Holders
11
Holders Change
+5
Holders Change %
+83.33%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
2
Closed
1
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
$458M -$7.15M -134,576 -2%
FTUS
2
Flow Traders U.S.
New York
$766K +$781K +14,716 New
Citadel Advisors
3
Citadel Advisors
Florida
$464K +$473K +8,909 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$365K +$372K +7,000 New
Jane Street
5
Jane Street
New York
$327K +$334K +6,285 New
IA
6
Integrity Advisory
Kansas
$268K +$273K +5,148 New
DWP
7
Daymark Wealth Partners
Ohio
$205K +$209K +3,933 New
Bank of America
8
Bank of America
North Carolina
$42K -$21.2K -399 -33%
UBS Group
9
UBS Group
Switzerland
$10.2K +$6.21K +117 +148%
GRP
10
Global Retirement Partners
California
$938 +$53 +1 +6%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
-$5K -108 Closed
Osaic Holdings
12
Osaic Holdings
Arizona
+$372 +7 New

BBSC Hedge Fund Activity: Q4 2022 in Review

11 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q4 2022, worth a combined $461M — up 4.7% from $440M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BBSC positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $781K. The largest seller was JP Morgan Chase, cutting an estimated $7.15M.

  • 11 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q4 2022, up from 6 in Q3 2022.
  • Funds reported $461M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q4 2022, up 4.7% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q4 2022 was Flow Traders U.S., an estimated $781K added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q4 2022 was JP Morgan Chase, an estimated $7.15M sold.

Based on aggregated 13F filings for Q4 2022.