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JPMorgan BetaBuilders US Equity ETF

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

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$191M)

6% more funds holding

Funds holding: 6771 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.46% less ownership

Funds ownership: 60.47%49% (-11%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.11%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.26M +$458K +6,069 +66%
TA
27
TFB Advisors
Kansas
$1.01M +$164K +2,171 +21%
AWM
28
Apollon Wealth Management
South Carolina
$993K +$939K +12,456 New
TCA
29
Transcend Capital Advisors
New Jersey
$943K -$9.8K -130 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$858K -$198K -2,630 -20%
FFA
31
Farther Finance Advisors
California
$856K +$126K +1,677 +18%
SPI
32
Sutton Place Investors
New York
$657K +$15K +199 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$650K +$66.5K +882 +12%
MHR
34
Matthew Hamilton Rosenberg
$624K -$305K -4,052 -34%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$623K +$6.48K +86 +1%
NL
36
NWAM LLC
Washington
$578K -$60.8K -807 -10%
IP
37
Ignite Planners
California
$355K +$339K +4,501 New
FWM
38
Fingerlakes Wealth Management
New York
$352K +$55.1K +731 +20%
FTUS
39
Flow Traders U.S.
New York
$330K +$312K +4,140 New
MA
40
Mutual Advisors
Nebraska
$323K +$305K +4,052 New
GWP
41
Gateway Wealth Partners
Wisconsin
$289K +$274K +3,630 New
PTC
42
Private Trust Company
Ohio
$278K +$139K +1,844 +112%
CBFP
43
Cedar Brook Financial Partners
Ohio
$275K -$4.83K -64 -2%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$267K +$166K +2,200 +102%
CW
45
Channel Wealth
California
$266K -$58K -770 -19%
PA
46
PFG Advisors
Arizona
$256K -$5.43K -72 -2%
AWS
47
Atria Wealth Solutions
New York
$247K +$226 +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 -$377 -5 -0.3%

BBUS Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2023, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBUS positions and 9 closed out — a net gain of 4 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $29M sold.

  • 71 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $1.02B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2023 was Bank of Nova Scotia, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2023.