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JPMorgan BetaBuilders US Equity ETF
BBUS

99 hedge funds and large institutions have $1.54B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 14

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

36% more capital invested

Capital invested by funds: $1.14B → $1.54B (+$404M)

16% more funds holding

Funds holding: 85 → 99 (+14)

6.22% more ownership

Funds ownership: 51.89% → 58.11% (+6.2%)

Holders
99
Holders Change
+14
Holders Change %
+16.47%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
23
Increased
54
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$88.7M
2
LPL Financial
LPL Financial
California
+$31.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$29.5M
4
Bank of America
Bank of America
North Carolina
+$18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.8M
2
IA
IFG Advisory
Georgia
-$2.94M
3
Jane Street
Jane Street
New York
-$1.86M
4
CW
CreativeOne Wealth
Kansas
-$708K
5
TA
TFB Advisors
Kansas
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
26
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.66M +$548K +6,823 +20%
PAG
27
Private Advisor Group
New Jersey
$3.42M +$1.39M +17,234 +76%
LSPW
28
Lake Street Private Wealth
Illinois
$3.06M +$226K +2,807 +9%
GM
29
GeoWealth Management
Illinois
$3.02M -$161K -2,008 -5%
3IP
30
3Chopt Investment Partners
Virginia
$2.62M +$2.45M +30,500 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.58M +$684K +8,506 +40%
WF
32
Wayfinding Financial
Washington
$2.54M +$439K +5,455 +23%
Citadel Advisors
33
Citadel Advisors
Florida
$2.37M +$2.22M +27,591 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.35M +$475K +5,915 +28%
SFS
35
Security Financial Services
Indiana
$1.68M +$109K +1,358 +7%
Ameriprise
36
Ameriprise
Minnesota
$1.67M -$124K -1,544 -7%
Goldman Sachs
37
Goldman Sachs
New York
$1.59M – – –
FFA
38
Farther Finance Advisors
California
$1.29M +$308K +3,833 +34%
TCA
39
Transcend Capital Advisors
New Jersey
$1.29M +$139K +1,727 +13%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.26M +$203K +2,531 +21%
IA
41
IFP Advisors
Florida
$1.24M +$1.16M +14,484 New
TA
42
TFB Advisors
Kansas
$1.23M -$196K -2,443 -15%
LFG
43
Lockerman Financial Group
California
$1.23M +$336K +4,180 +41%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.21M +$1.07M +13,309 +1,676%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$1.19M +$604K +7,516 +118%
AWM
46
Apollon Wealth Management
South Carolina
$1.05M -$27.6K -343 -3%
GWP
47
Gateway Wealth Partners
Wisconsin
$977K +$376K +4,681 +70%
HighTower Advisors
48
HighTower Advisors
Illinois
$927K +$197K +2,452 +29%
NL
49
NWAM LLC
Washington
$882K +$161K +2,005 +24%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$869K +$813K +10,119 New
1
2
3 4 5

BBUS Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2023, worth a combined $1.54B — up 36% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBUS positions and 9 closed out — a net gain of 14 holders — while 54 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $88.7M. The largest seller was JP Morgan Chase, cutting an estimated $12.8M.

  • 99 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $1.54B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $88.7M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2023 was JP Morgan Chase, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2023.