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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

85 hedge funds and large institutions have $1.14B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
41
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$24M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$63.7M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$43.9M
5
LPL Financial
5
LPL Financial
California
$71.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.62M
2
CW
2
CreativeOne Wealth
Kansas
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$0
5
CW
5
Channel Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.86M +$1.86M +24,082 New
PAG
27
Private Advisor Group
New Jersey
$1.74M +$559K +7,255 +47%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.66M +$138K +1,793 +9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.65M +$1.05M +13,642 +175%
Ameriprise
30
Ameriprise
Minnesota
$1.62M -$1.16M -15,003 -42%
Goldman Sachs
31
Goldman Sachs
New York
$1.43M – – –
SFS
32
Security Financial Services
Indiana
$1.41M +$88.3K +1,146 +7%
TA
33
TFB Advisors
Kansas
$1.29M +$310K +4,018 +32%
TCA
34
Transcend Capital Advisors
New Jersey
$1.02M +$110K +1,425 +12%
AWM
35
Apollon Wealth Management
South Carolina
$968K +$8.33K +108 +0.9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$934K +$306K +3,967 +49%
FFA
37
Farther Finance Advisors
California
$861K +$32.7K +424 +4%
LFG
38
Lockerman Financial Group
California
$778K +$778K +10,092 New
SPI
39
Sutton Place Investors
New York
$649K +$14.4K +187 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$643K -$187K -2,424 -22%
NL
41
NWAM LLC
Washington
$637K +$77.8K +1,009 +14%
MHR
42
Matthew Hamilton Rosenberg
$603K – – –
GWP
43
Gateway Wealth Partners
Wisconsin
$516K +$237K +3,069 +85%
CA
44
Cetera Advisors
Colorado
$509K +$509K +6,610 New
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$489K +$489K +6,348 New
IP
46
Ignite Planners
California
$460K +$115K +1,508 +34%
JCM
47
Jacobi Capital Management
Pennsylvania
$459K +$459K +5,955 New
FNWM
48
Financial Network Wealth Management
Utah
$407K +$407K +5,288 New
FWM
49
Fingerlakes Wealth Management
New York
$389K +$48K +623 +14%
MA
50
Mutual Advisors
Nebraska
$312K – – –
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