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%)
66% less capital inflows, than outflows
Capital inflows: $34M | Capital outflows: $101M
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 |
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$1.42M |
BBSC Hedge Fund Activity: Q3 2023 in Review
36 of the 6,316 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.