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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

71 hedge funds and large institutions have $1.02B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
30
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$667M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$47.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.3M
4
CW
4
CreativeOne Wealth
Kansas
$7.52M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$29.6M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.87M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AssetMark Inc
5
AssetMark Inc
California
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.26M +$498K +6,069 +66%
TA
27
TFB Advisors
Kansas
$1.01M +$173K +2,171 +21%
AWM
28
Apollon Wealth Management
South Carolina
$993K +$993K +12,456 New
TCA
29
Transcend Capital Advisors
New Jersey
$943K -$10.4K -130 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$858K -$209K -2,630 -20%
FFA
31
Farther Finance Advisors
California
$856K +$134K +1,677 +18%
SPI
32
Sutton Place Investors
New York
$657K +$15.9K +199 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$650K +$70.4K +882 +12%
MHR
34
Matthew Hamilton Rosenberg
$624K -$323K -4,052 -34%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$623K +$6.86K +86 +1%
NL
36
NWAM LLC
Washington
$578K -$64.3K -807 -10%
IP
37
Ignite Planners
California
$355K +$355K +4,501 New
FWM
38
Fingerlakes Wealth Management
New York
$352K +$58.3K +731 +20%
FTUS
39
Flow Traders U.S.
New York
$330K +$330K +4,140 New
MA
40
Mutual Advisors
Nebraska
$323K +$323K +4,052 New
GWP
41
Gateway Wealth Partners
Wisconsin
$289K +$289K +3,630 New
PTC
42
Private Trust Company
Ohio
$278K +$147K +1,844 +112%
CBFP
43
Cedar Brook Financial Partners
Ohio
$275K -$5.1K -64 -2%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$267K +$135K +2,200 +102%
CW
45
Channel Wealth
California
$266K -$61.4K -770 -19%
PA
46
PFG Advisors
Arizona
$256K -$5.74K -72 -2%
AWS
47
Atria Wealth Solutions
New York
$247K +$239 +3 +0.1%
HA
48
Herold Advisors
New York
$219K – – –
WG
49
Welch Group
Alabama
$217K – – –
Bank of America
50
Bank of America
North Carolina
$155K -$399 -5 -0.3%
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