We are live on ! Find out more
BBSC icon

JPMorgan BetaBuilders US Small Cap Equity ETF

24 hedge funds and large institutions have $393M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 2324 (+1)

3.75% more ownership

Funds ownership: 78.31%82.07% (+3.8%)

5% less capital invested

Capital invested by funds: $413M → $393M (-$20.3M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
3
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
$377M -$25M -356,867 -6%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.41M +$1.42M +20,213 +23%
LPL Financial
3
LPL Financial
California
$3.37M +$227K +3,241 +7%
IWP
4
IAG Wealth Partners
Wisconsin
$1.98M -$152K -2,170 -7%
PWM
5
Perigon Wealth Management
California
$806K +$453K +6,463 +125%
Goldman Sachs
6
Goldman Sachs
New York
$756K +$777K +11,100 New
Osaic Holdings
7
Osaic Holdings
Arizona
$613K +$77K +1,100 +14%
DWP
8
Daymark Wealth Partners
Ohio
$358K -$42.6K -608 -10%
MWA
9
MN Wealth Advisors
Kansas
$233K -$10.7K -153 -4%
SPI
10
Sutton Place Investors
New York
$203K +$209K +2,984 New
Bank of America
11
Bank of America
North Carolina
$72.5K -$8.75K -125 -11%
GWM
12
Geneos Wealth Management
Colorado
$55.9K +$3.78K +54 +7%
KFI
13
Key Financial Inc
Pennsylvania
$48.3K
CFD
14
Creative Financial Designs
Indiana
$17.1K -$6.93K -99 -28%
WTC
15
WhitTier Trust Company
Nevada
$10.8K
FDW
16
Fourth Dimension Wealth
Ohio
$6.81K +$7K +100 New
LFA
17
LGT Financial Advisors
Texas
$4.81K +$2.17K +31 +78%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.95K
FFA
19
Farther Finance Advisors
California
$3.61K
GRP
20
Global Retirement Partners
California
$2.38K -$70 -1 -3%
IA
21
IFP Advisors
Florida
$1.84K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.4K +20 New
APW
23
Aventura Private Wealth
Florida
$681 +$700 +10 New
Morgan Stanley
24
Morgan Stanley
New York
$85
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$2.94M -43,672 Closed

BBSC Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q4 2024, worth a combined $393M — down 4.9% from $413M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBSC positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.42M. The largest seller was JP Morgan Chase, cutting an estimated $25M.

  • 24 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $393M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $1.42M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $25M sold.

Based on aggregated 13F filings for Q4 2024.