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JPMorgan BetaBuilders US Equity ETF

153 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

14% more funds holding

Funds holding: 134153 (+19)

1% more capital invested

Capital invested by funds: $1.91B → $1.93B (+$18.5M)

3.18% less ownership

Funds ownership: 48.88%45.71% (-3.2%)

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
34
Increased
72
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$12.2M +$12.2M +114,900 New
CW
27
CreativeOne Wealth
Kansas
$11.7M -$465K -4,367 -4%
BCG
28
Bravias Capital Group
New Jersey
$11M +$10.8M +101,074 New
Ameriprise
29
Ameriprise
Minnesota
$10.9M +$1.89M +17,778 +21%
ACS
30
Archford Capital Strategies
Illinois
$10.6M +$1.33M +12,483 +14%
5W
31
5T Wealth
California
$10.3M +$10.3M +96,793 New
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$8.83M -$566K -5,313 -6%
DWM
33
Drive Wealth Management
Utah
$8.51M +$7.47M +70,139 +686%
PJSIMP
34
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.35M +$270K +2,535 +3%
PAG
35
Private Advisor Group
New Jersey
$7.14M +$1.01M +9,491 +16%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$6.44M -$1.25M -11,727 -16%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$5.58M +$688K +6,458 +14%
EH
38
Equitable Holdings
New York
$5.27M -$12.4K -116 -0.2%
LSPW
39
Lake Street Private Wealth
Illinois
$4.97M +$513K +4,814 +11%
IWC
40
Integrated Wealth Concepts
Massachusetts
$4.9M -$37.3K -350 -0.8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.83M +$120K +1,125 +3%
Bank of America
42
Bank of America
North Carolina
$4.79M +$3.6M +33,742 +295%
Goldman Sachs
43
Goldman Sachs
New York
$4.72M +$4.74M +44,519 New
WF
44
Wayfinding Financial
Washington
$4.7M +$437K +4,097 +10%
3IP
45
3Chopt Investment Partners
Virginia
$4.19M +$737K +6,920 +21%
AG
46
Ascent Group
Virginia
$4.14M -$98.4K -923 -2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$3.69M +$398K +3,731 +12%
JCM
48
Jacobi Capital Management
Pennsylvania
$3.6M -$95.4K -895 -3%
ACA
49
Aptus Capital Advisors
Alabama
$2.96M +$597K +5,601 +25%
MHR
50
Matthew Hamilton Rosenberg
$2.91M +$313K +2,936 +12%

BBUS Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2024, worth a combined $1.93B — up 0.97% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BBUS positions and 10 closed out — a net gain of 24 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, opening a new position worth an estimated $49.3M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $261M sold.

  • 153 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.93B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2024, up 0.97% quarter-over-quarter.
  • 34 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2024 and 10 closed out, a net change of +24 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2024 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $49.3M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2024.