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JPMorgan BetaBuilders US Small Cap Equity ETF

23 hedge funds and large institutions have $413M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

16% more capital invested

Capital invested by funds: $357M → $413M (+$56M)

5% more funds holding

Funds holding: 2223 (+1)

2.68% more ownership

Funds ownership: 75.63%78.31% (+2.7%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
2
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
$397M +$13.8M +213,437 +4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.97M +$509K +7,867 +10%
LPL Financial
3
LPL Financial
California
$3.12M +$821K +12,685 +38%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.94M +$2.55M +39,443 +933%
IWP
5
IAG Wealth Partners
Wisconsin
$2.1M -$20K -309 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$533K -$35.4K -547 -6%
DWP
7
Daymark Wealth Partners
Ohio
$395K +$194 +3 +0.1%
PWM
8
Perigon Wealth Management
California
$350K +$336K +5,189 New
FTUS
9
Flow Traders U.S.
New York
$290K -$95.1K -1,470 -25%
MWA
10
MN Wealth Advisors
Kansas
$241K -$12.4K -192 -5%
Bank of America
11
Bank of America
North Carolina
$80.2K +$2.85K +44 +4%
GWM
12
Geneos Wealth Management
Colorado
$51.6K +$5.24K +81 +12%
KFI
13
Key Financial Inc
Pennsylvania
$47.8K +$11.1K +172 +32%
CFD
14
Creative Financial Designs
Indiana
$23.6K +$22.6K +350 New
WTC
15
WhitTier Trust Company
Nevada
$10.6K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.91K
FFA
17
Farther Finance Advisors
California
$3.57K
LFA
18
LGT Financial Advisors
Texas
$2.71K
GRP
19
Global Retirement Partners
California
$2.43K
IA
20
IFP Advisors
Florida
$1.82K
FAM
21
Family Asset Management
South Carolina
$876
Fidelity Investments
22
Fidelity Investments
Massachusetts
$185 -$647 -10 -77%
Morgan Stanley
23
Morgan Stanley
New York
$68 +$65 +1 New
Citadel Advisors
24
Citadel Advisors
Florida
-$375K -6,158 Closed
KFS
25
Kelly Financial Services
Massachusetts
-$3.23K -53 Closed

BBSC Hedge Fund Activity: Q3 2024 in Review

23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q3 2024, worth a combined $413M — up 16% from $357M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BBSC positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $375K sold.

  • 23 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $413M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 3 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $13.8M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q3 2024 was Citadel Advisors, an estimated $375K sold.

Based on aggregated 13F filings for Q3 2024.