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JPMorgan BetaBuilders US Equity ETF
BBUS

67 hedge funds and large institutions have $832M invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $727M → $832M (+$105M)

10% more funds holding

Funds holding: 61 → 67 (+6)

3.6% more ownership

Funds ownership: 56.87% → 60.47% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
25
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$18.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.55M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$4.95M
4
BCI
Brinker Capital Investments
Pennsylvania
+$4.39M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13M
2
FTUS
Flow Traders U.S.
New York
-$7.42M
3
AssetMark Inc
AssetMark Inc
California
-$3.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.27M +$101K +1,404 +9%
M1FG
27
Mach-1 Financial Group
Arkansas
$1.03M +$1K +14 New
HighTower Advisors
28
HighTower Advisors
Illinois
$984K +$65.6K +916 +7%
TCA
29
Transcend Capital Advisors
New Jersey
$879K +$86.9K +1,213 +11%
MHR
30
Matthew Hamilton Rosenberg
$873K – – –
AG
31
Ascent Group
Virginia
$868K -$64.4K -899 -7%
TA
32
TFB Advisors
Kansas
$776K -$32.7K -457 -4%
PAG
33
Private Advisor Group
New Jersey
$680K +$663K +9,250 New
FFA
34
Farther Finance Advisors
California
$667K +$650K +9,066 New
NL
35
NWAM LLC
Washington
$592K +$72.2K +1,007 +14%
SPI
36
Sutton Place Investors
New York
$591K +$5.09K +71 +0.9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$568K +$76.1K +1,062 +16%
CW
38
Channel Wealth
California
$302K +$294K +4,102 New
FWM
39
Fingerlakes Wealth Management
New York
$271K +$264K +3,688 New
Creative Planning
40
Creative Planning
Kansas
$269K +$262K +3,660 New
CBFP
41
Cedar Brook Financial Partners
Ohio
$259K -$23.9K -333 -9%
PA
42
PFG Advisors
Arizona
$242K +$236K +3,288 New
AWS
43
Atria Wealth Solutions
New York
$228K +$143 +2 +0.1%
HA
44
Herold Advisors
New York
$202K -$49.1K -685 -20%
WG
45
Welch Group
Alabama
$200K +$195K +2,727 New
FAM
46
Family Asset Management
South Carolina
$168K +$9.96K +139 +6%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$159K – – –
MWC
48
MBM Wealth Consultants
Missouri
$157K – – –
Bank of America
49
Bank of America
North Carolina
$144K -$6.02K -84 -4%
AIC
50
Archer Investment Corporation
Indiana
$132K – – –
1
2
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BBUS Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2023, worth a combined $832M — up 14% from $727M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBUS positions and 10 closed out — a net gain of 7 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $13M.

  • 67 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2023, up from 61 in Q4 2022.
  • Funds reported $832M of JPMorgan BetaBuilders US Equity ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 17 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2023 and 10 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2023 was Bank of Nova Scotia, an estimated $18.5M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2023 was JP Morgan Chase, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2023.