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JPMorgan BetaBuilders US Equity ETF
BBUS

123 hedge funds and large institutions have $1.42B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 28

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

8% more funds holding

Funds holding: 114 → 123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

12.36% less ownership

Funds ownership: 54.29% → 41.92% (-12%)

17% less capital invested

Capital invested by funds: $1.7B → $1.42B (-$285M)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
60
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$40M
2
SFC
Strategic Financial Concepts
Texas
+$23.4M
3
Morgan Stanley
Morgan Stanley
New York
+$14.3M
4
TWM
Tradition Wealth Management
Minnesota
+$11.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$445M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.04M
3
FTUS
Flow Traders U.S.
New York
-$4.07M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.63M
5
IA
IFG Advisory
Georgia
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
26
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.03M +$326K +3,447 +5%
JCM
27
Jacobi Capital Management
Pennsylvania
$5.37M -$945 -10 -0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.64M -$893K -9,450 -17%
Ameriprise
29
Ameriprise
Minnesota
$4.38M +$591K +6,257 +16%
IWC
30
Integrated Wealth Concepts
Massachusetts
$4.1M +$401K +4,250 +11%
AG
31
Ascent Group
Virginia
$3.88M +$195K +2,060 +6%
LSPW
32
Lake Street Private Wealth
Illinois
$3.48M -$120K -1,267 -3%
RVPG
33
Relative Value Partners Group
$3.48M +$3.35M +35,501 New
PAG
34
Private Advisor Group
New Jersey
$3.33M -$3.78K -40 -0.1%
WF
35
Wayfinding Financial
Washington
$3.3M +$234K +2,479 +8%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$2.89M +$609K +6,448 +28%
3IP
37
3Chopt Investment Partners
Virginia
$2.8M -$214K -2,260 -7%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.68M -$3.63M -38,441 -58%
GWP
39
Gateway Wealth Partners
Wisconsin
$2.35M +$504K +5,338 +29%
GM
40
GeoWealth Management
Illinois
$2.35M -$103K -1,086 -4%
GS
41
GTS Securities
New York
$1.9M +$1.83M +19,344 New
TCA
42
Transcend Capital Advisors
New Jersey
$1.86M +$319K +3,372 +22%
MHR
43
Matthew Hamilton Rosenberg
$1.74M +$117K +1,241 +8%
IA
44
IFP Advisors
Florida
$1.74M +$42.6K +451 +3%
LFG
45
Lockerman Financial Group
California
$1.63M -$18.5K -196 -1%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$1.62M +$1.57M +16,576 New
ACA
47
Aptus Capital Advisors
Alabama
$1.54M +$453K +4,798 +44%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.53M -$98.2K -1,040 -6%
FFA
49
Farther Finance Advisors
California
$1.46M -$158K -1,676 -10%
SPI
50
Sutton Place Investors
New York
$1.45M +$396K +4,189 +40%
1
2
3 4 5

BBUS Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2024, worth a combined $1.42B — down 17% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBUS positions and 14 closed out — a net gain of 11 holders — while 60 added to existing stakes and 28 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $40M. The largest seller was JP Morgan Chase, cutting an estimated $445M.

  • 123 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $1.42B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 25 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2024 was Janney Montgomery Scott, an estimated $40M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2024.