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JPMorgan BetaBuilders US Equity ETF
BBUS

134 hedge funds and large institutions have $1.91B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $1.42B → $1.91B (+$494M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 123 → 134 (+11)

6.96% more ownership

Funds ownership: 41.92% → 48.88% (+7%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
76
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$77.8M
2
LPL Financial
LPL Financial
California
+$53.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$53.2M
4
KIG
Kowal Investment Group
Wisconsin
+$49.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$25.3M
2
JCM
Jacobi Capital Management
Pennsylvania
-$1.99M
3
GS
GTS Securities
New York
-$1.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.62M
5
TRCT
Tower Research Capital (TRC)
New York
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
26
Archford Capital Strategies
Illinois
$9.21M +$500K +5,013 +6%
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$9.18M +$771K +7,733 +10%
Ameriprise
28
Ameriprise
Minnesota
$8.84M +$4.07M +40,748 +91%
PJSIMP
29
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.9M +$463K +4,640 +6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$7.51M +$4.52M +45,258 +166%
PAG
31
Private Advisor Group
New Jersey
$6M +$2.39M +23,963 +71%
EH
32
Equitable Holdings
New York
$5.17M +$4.98M +49,882 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$4.83M +$485K +4,864 +12%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$4.78M +$1.66M +16,686 +57%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.6M -$282K -2,828 -6%
LSPW
36
Lake Street Private Wealth
Illinois
$4.36M +$657K +6,585 +19%
WF
37
Wayfinding Financial
Washington
$4.17M +$660K +6,619 +20%
AG
38
Ascent Group
Virginia
$4.15M +$54.8K +549 +1%
JCM
39
Jacobi Capital Management
Pennsylvania
$3.61M -$1.99M -19,898 -36%
FFA
40
Farther Finance Advisors
California
$3.43M +$1.83M +18,340 +124%
3IP
41
3Chopt Investment Partners
Virginia
$3.38M +$407K +4,076 +14%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$3.09M +31,001 +46,270%
GM
43
GeoWealth Management
Illinois
$2.73M +$236K +2,362 +10%
MHR
44
Matthew Hamilton Rosenberg
$2.54M +$675K +6,766 +38%
LFG
45
Lockerman Financial Group
California
$2.34M +$597K +5,989 +36%
ACA
46
Aptus Capital Advisors
Alabama
$2.32M +$664K +6,658 +42%
IA
47
IFP Advisors
Florida
$2.26M +$411K +4,119 +23%
TCA
48
Transcend Capital Advisors
New Jersey
$2.2M +$225K +2,257 +12%
FWP
49
Firethorn Wealth Partners
Georgia
$2.15M +$917K +9,194 +80%
FWM
50
Fingerlakes Wealth Management
New York
$2.07M +$848K +8,497 +74%
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BBUS Hedge Fund Activity: Q3 2024 in Review

134 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2024, worth a combined $1.91B — up 35% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBUS positions and 11 closed out — a net gain of 12 holders — while 76 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.8M. The largest seller was Strategic Financial Concepts, cutting an estimated $25.3M.

  • 134 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $1.91B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.8M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.