JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
42 hedge funds and large institutions have $625M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
17% more funds holding
Funds holding: 36 → 42 (+6)
9% more capital invested
Capital invested by funds: $573M → $625M (+$51.9M)
19.73% less ownership
Funds ownership: 85.81% → 66.08% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$2.06M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.41M |
| 3 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$1.26M |
| 4 |
Bank of New York Mellon
New York
|
+$758K |
| 5 |
LPL Financial
San Diego,
California
|
+$714K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$35.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$559K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$543K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$393K |
BBSC Hedge Fund Activity: Q4 2023 in Review
42 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q4 2023, worth a combined $625M — up 9.1% from $573M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BBSC positions and 7 closed out — a net gain of 6 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Daymark Wealth Partners, adding an estimated $2.06M. The largest seller was JP Morgan Chase, cutting an estimated $35.4M.
- 42 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q4 2023, up from 36 in Q3 2023.
- Funds reported $625M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q4 2023, up 9.1% quarter-over-quarter.
- 13 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q4 2023 was Daymark Wealth Partners, an estimated $2.06M added.
- The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q4 2023 was JP Morgan Chase, an estimated $35.4M sold.
Based on aggregated 13F filings for Q4 2023.