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JPMorgan BetaBuilders US Small Cap Equity ETF

24 hedge funds and large institutions have $461M invested in JPMorgan BetaBuilders US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $438M → $461M (+$23.1M)

0.25% less ownership

Funds ownership: 79.69%79.44% (-0.25%)

4% less funds holding

Funds holding: 2524 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
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
$432M -$27.6M -391,410 -6%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.52M -$549K -7,783 -6%
IWP
3
IAG Wealth Partners
Wisconsin
$4.98M +$25.9K +367 +0.5%
Goldman Sachs
4
Goldman Sachs
New York
$4.49M +$3.48M +49,420 +445%
LPL Financial
5
LPL Financial
California
$4.26M +$144K +2,046 +4%
Financial Engines Advisors
6
Financial Engines Advisors
California
$1.6M +$135K +1,920 +10%
FTUS
7
Flow Traders U.S.
New York
$1.31M -$5.34M -75,761 -81%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.26M +$1.2M +17,003 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.02M +$31.1K +441 +3%
PWM
10
Perigon Wealth Management
California
$485K -$4.72K -67 -1%
MOS
11
MGO One Seven
Ohio
$339K +$31.6K +448 +11%
GWM
12
Geneos Wealth Management
Colorado
$128K +$25.4K +360 +26%
Bank of America
13
Bank of America
North Carolina
$88.7K -$74.3K -1,054 -47%
SPIA
14
Steward Partners Investment Advisory
New York
$52.9K +$9.03K +128 +22%
KFI
15
Key Financial Inc
Pennsylvania
$51.6K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$32.3K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$19K
CFD
18
Creative Financial Designs
Indiana
$11.2K
Wells Fargo
19
Wells Fargo
California
$5.78K +$353 +5 +7%
LFA
20
LGT Financial Advisors
Texas
$4.31K -$564 -8 -12%
OP
21
ORG Partners
Indiana
$3.41K +$3.24K +46 New
FFA
22
Farther Finance Advisors
California
$2.97K
IA
23
IFP Advisors
Florida
$2.6K +$353 +5 +17%
GRP
24
Global Retirement Partners
California
$964 -$71 -1 -7%
Citadel Advisors
25
Citadel Advisors
Florida
-$696K -10,555 Closed

BBSC Hedge Fund Activity: Q3 2025 in Review

24 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) for Q3 2025, worth a combined $461M — up 5.3% from $438M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BBSC and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.

The largest buyer was Goldman Sachs, adding an estimated $3.48M. The largest seller was JP Morgan Chase, cutting an estimated $27.6M.

  • 24 institutional investors held JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) as of Q3 2025, down from 25 in Q2 2025.
  • Funds reported $461M of JPMorgan BetaBuilders US Small Cap Equity ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
  • 2 funds opened new JPMorgan BetaBuilders US Small Cap Equity ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF buyer in Q3 2025 was Goldman Sachs, an estimated $3.48M added.
  • The largest JPMorgan BetaBuilders US Small Cap Equity ETF seller in Q3 2025 was JP Morgan Chase, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2025.