JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
11 hedge funds and large institutions have $639M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
39% more capital invested
Capital invested by funds: $461M → $639M (+$178M)
13.46% more ownership
Funds ownership: 88.9% → 102.36% (+13%)
0% more funds holding
Funds holding: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$162M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.11M |
| 3 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$425K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$188K |
| 5 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$62.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$327K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.9K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $635M | +$162M | +2,905,508 | +33% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $1.88M | +$1.11M | +19,906 | +135% |
|
|
3
Citadel Advisors
Miami,
Florida
| $667K | +$188K | +3,371 | +38% |
|
|
DWP
4
Daymark Wealth Partners
Cincinnati,
Ohio
| $628K | +$425K | +7,629 | +194% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $370K | -$10.4K | -187 | -3% |
|
|
IWP
6
IAG Wealth Partners
Waukesha,
Wisconsin
| $61K | +$62.5K | +1,123 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $28.3K | -$15.9K | -285 | -35% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $9.27K | +$9.3K | +167 | +2,386% |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $939 | – | – | – |
|
10
AssetMark Inc
Concord,
California
| $760 | +$780 | +14 | New |
|
|
AAS
11
Ameritas Advisory Services
Lincoln,
Nebraska
| $268 | +$278 | +5 | New |
|
|
12
Jane Street
New York
| – | -$327K | -6,285 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$10.2K | -196 | Closed |
|
BBSC Hedge Fund Activity: Q1 2023 in Review
11 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q1 2023, worth a combined $639M — up 39% from $461M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BBSC positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $162M. The largest seller was Jane Street, exiting entirely with an estimated $327K sold.
- 11 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $639M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q1 2023, up 39% quarter-over-quarter.
- 3 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q1 2023 and 2 closed out, a net change of +1 holder.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $162M added.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q1 2023 was Jane Street, an estimated $327K sold.
Based on aggregated 13F filings for Q1 2023.