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JPMorgan BetaBuilders US Equity ETF
BBUS

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

242% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more funds holding

Funds holding: 71 → 85 (+14)

11% more capital invested

Capital invested by funds: $1.02B → $1.14B (+$115M)

2.89% more ownership

Funds ownership: 49% → 51.89% (+2.9%)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.35%
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

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$20.7M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$18.2M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$15.9M
5
LPL Financial
LPL Financial
California
+$12M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.2M
2
CW
CreativeOne Wealth
Kansas
-$728K
3
FTUS
Flow Traders U.S.
New York
-$330K
4
CBFP
Cedar Brook Financial Partners
Ohio
-$275K
5
CW
Channel Wealth
California
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.86M +$1.93M +24,082 New
PAG
27
Private Advisor Group
New Jersey
$1.74M +$581K +7,255 +47%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.66M +$144K +1,793 +9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.65M +$1.09M +13,642 +175%
Ameriprise
30
Ameriprise
Minnesota
$1.62M -$1.2M -15,003 -42%
Goldman Sachs
31
Goldman Sachs
New York
$1.43M – – –
SFS
32
Security Financial Services
Indiana
$1.41M +$91.8K +1,146 +7%
TA
33
TFB Advisors
Kansas
$1.29M +$322K +4,018 +32%
TCA
34
Transcend Capital Advisors
New Jersey
$1.02M +$114K +1,425 +12%
AWM
35
Apollon Wealth Management
South Carolina
$968K +$8.65K +108 +0.9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$934K +$318K +3,967 +49%
FFA
37
Farther Finance Advisors
California
$861K +$34K +424 +4%
LFG
38
Lockerman Financial Group
California
$778K +$809K +10,092 New
SPI
39
Sutton Place Investors
New York
$649K +$15K +187 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$643K -$194K -2,424 -22%
NL
41
NWAM LLC
Washington
$637K +$80.8K +1,009 +14%
MHR
42
Matthew Hamilton Rosenberg
$603K – – –
GWP
43
Gateway Wealth Partners
Wisconsin
$516K +$246K +3,069 +85%
CA
44
Cetera Advisors
Colorado
$509K +$530K +6,610 New
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$489K +$509K +6,348 New
IP
46
Ignite Planners
California
$460K +$121K +1,508 +34%
JCM
47
Jacobi Capital Management
Pennsylvania
$459K +$477K +5,955 New
FNWM
48
Financial Network Wealth Management
Utah
$407K +$424K +5,288 New
FWM
49
Fingerlakes Wealth Management
New York
$389K +$49.9K +623 +14%
MA
50
Mutual Advisors
Nebraska
$312K – – –
1
2
3 4

BBUS Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2023, worth a combined $1.14B — up 11% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BBUS positions and 7 closed out — a net gain of 14 holders — while 41 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $26.3M. The largest seller was Ameriprise, cutting an estimated $1.2M.

  • 85 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2023, up from 71 in Q2 2023.
  • Funds reported $1.14B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 21 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2023 and 7 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $26.3M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2023 was Ameriprise, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2023.