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JPMorgan BetaBuilders US Equity ETF
BBUS

61 hedge funds and large institutions have $727M invested in JPMorgan BetaBuilders US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

13% more funds holding

Funds holding: 54 → 61 (+7)

3% more capital invested

Capital invested by funds: $709M → $727M (+$18.1M)

7.55% less ownership

Funds ownership: 64.42% → 56.87% (-7.5%)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
15
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.1M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$9.33M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.88M
4
FTUS
Flow Traders U.S.
New York
+$5.38M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$4.55M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$9.71M
2
AssetMark Inc
AssetMark Inc
California
-$4.29M
3
Ameriprise
Ameriprise
Minnesota
-$4.15M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.96M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
TFB Advisors
Kansas
$755K +$760K +11,011 New
CAN
27
Cetera Advisor Networks
California
$746K +$751K +10,878 New
TCA
28
Transcend Capital Advisors
New Jersey
$737K -$69.6K -1,009 -9%
SPI
29
Sutton Place Investors
New York
$546K +$282K +4,081 +105%
NL
30
NWAM LLC
Washington
$483K +$59.4K +860 +14%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$457K +$460K +6,666 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$448K +$41.7K +604 +10%
RA
33
RFG Advisory
Alabama
$393K -$3.11K -45 -0.8%
Jane Street
34
Jane Street
New York
$289K +$291K +4,220 New
CBFP
35
Cedar Brook Financial Partners
Ohio
$264K -$19.3K -279 -7%
PTC
36
Private Trust Company
Ohio
$248K +$250K +3,623 New
HA
37
Herold Advisors
New York
$235K – – –
OFS
38
OneAscent Financial Services
Alabama
$217K +$218K +3,161 New
AWS
39
Atria Wealth Solutions
New York
$212K +$213K +3,093 New
PCIA
40
Prime Capital Investment Advisors
Kansas
$205K -$62.7K -908 -23%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$161K -$387K -5,603 -70%
MWC
42
MBM Wealth Consultants
Missouri
$157K +$147K +2,125 New
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$148K +$99.2K +1,437 +198%
Wells Fargo
44
Wells Fargo
California
$148K -$49.7K -720 -25%
FAM
45
Family Asset Management
South Carolina
$147K +$148K +2,147 New
Bank of America
46
Bank of America
North Carolina
$140K +$83K +1,202 +144%
AIC
47
Archer Investment Corporation
Indiana
$123K – – –
IA
48
IFP Advisors
Florida
$121K -$72.1K -1,045 -31%
BTI
49
Blue Trust Inc
Georgia
$64K – – –
IGWM
50
ICA Group Wealth Management
Colorado
$53.8K +$54.2K +785 New
1
2
3

BBUS Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2022, worth a combined $727M — up 2.6% from $709M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BBUS positions and 6 closed out — a net gain of 9 holders — while 15 added to existing stakes and 25 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.1M. The largest seller was LPL Financial, cutting an estimated $9.71M.

  • 61 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $727M of JPMorgan BetaBuilders US Equity ETF stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $42.1M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2022 was LPL Financial, an estimated $9.71M sold.

Based on aggregated 13F filings for Q4 2022.