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JPMorgan BetaBuilders US Small Cap Equity ETF

25 hedge funds and large institutions have $438M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $397M → $438M (+$40.7M)

2.84% less ownership

Funds ownership: 82.52%79.69% (-2.8%)

4% less funds holding

Funds holding: 2625 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
6
Closed
7
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
$410M -$720K -11,764 -0.2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.1M +$123K +2,011 +2%
FTUS
3
Flow Traders U.S.
New York
$6.17M +$3.78M +61,720 +195%
IWP
4
IAG Wealth Partners
Wisconsin
$4.41M +$2.16M +35,328 +112%
LPL Financial
5
LPL Financial
California
$3.66M +$11.5K +188 +0.3%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.3M +$3.49K +57 +0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$887K +$245K +3,997 +42%
Goldman Sachs
8
Goldman Sachs
New York
$732K
Citadel Advisors
9
Citadel Advisors
Florida
$696K -$532K -8,680 -45%
PWM
10
Perigon Wealth Management
California
$436K -$33.4K -545 -8%
MOS
11
MGO One Seven
Ohio
$272K +$252K +4,121 New
SA
12
Sanctuary Advisors
Indiana
$215K +$199K +3,252 New
Bank of America
13
Bank of America
North Carolina
$149K +$74.2K +1,212 +117%
GWM
14
Geneos Wealth Management
Colorado
$89.7K -$73.9K -1,206 -47%
KFI
15
Key Financial Inc
Pennsylvania
$45.7K
SPIA
16
Steward Partners Investment Advisory
New York
$38.7K +$35.9K +586 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$28.7K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$17K
CFD
19
Creative Financial Designs
Indiana
$9.95K -$6.12K -100 -40%
Wells Fargo
20
Wells Fargo
California
$4.82K +$4.47K +73 New
LFA
21
LGT Financial Advisors
Texas
$4.35K +$245 +4 +6%
FFA
22
Farther Finance Advisors
California
$2.64K -$796 -13 -25%
IA
23
IFP Advisors
Florida
$1.98K +$184 +3 +11%
GRP
24
Global Retirement Partners
California
$924 +$857 +14 New
AAS
25
Ameritas Advisory Services
Nebraska
$330 +$306 +5 New

BBSC Hedge Fund Activity: Q2 2025 in Review

25 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q2 2025, worth a combined $438M — up 10% from $397M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BBSC and 6 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Flow Traders U.S., adding an estimated $3.78M. The largest seller was Gradient Investments, exiting entirely with an estimated $750K sold.

  • 25 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q2 2025, down from 26 in Q1 2025.
  • Funds reported $438M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q2 2025 and 7 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $3.78M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q2 2025 was Gradient Investments, an estimated $750K sold.

Based on aggregated 13F filings for Q2 2025.