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JPMorgan BetaBuilders US Equity ETF

164 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 35

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $1.93B → $2.45B (+$519M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13.41% more ownership

Funds ownership: 45.71%59.12% (+13%)

7% more funds holding

Funds holding: 153164 (+11)

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
73
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$11.4M +$296K +2,782 +3%
DWM
27
Drive Wealth Management
Utah
$11.4M +$3.42M +32,187 +40%
FFA
28
Florida Financial Advisors
Florida
$10.7M -$1.23M -11,593 -10%
BCG
29
Bravias Capital Group
New Jersey
$10.5M +$298K +2,805 +3%
Ameriprise
30
Ameriprise
Minnesota
$10.4M -$46.3K -435 -0.4%
5W
31
5T Wealth
California
$9.08M -$722K -6,791 -7%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$8.74M +$353K +3,317 +4%
ACS
33
Archford Capital Strategies
Illinois
$8.66M -$1.48M -13,892 -14%
IWC
34
Integrated Wealth Concepts
Massachusetts
$8.32M +$3.84M +36,155 +78%
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.93M -$25.3K -238 -0.3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7.89M +$3.47M +32,634 +72%
PAG
37
Private Advisor Group
New Jersey
$6.4M -$423K -3,974 -6%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$5.21M +$1.79M +16,877 +48%
TWG
39
The Wealth Group
Minnesota
$4.95M +$5.22M +49,088 New
3IP
40
3Chopt Investment Partners
Virginia
$4.93M +$984K +9,253 +23%
LSPW
41
Lake Street Private Wealth
Illinois
$4.81M +$80.7K +759 +2%
TC
42
TownSquare Capital
Utah
$4.8M +$2.57M +24,171 +103%
WF
43
Wayfinding Financial
Washington
$4.72M +$257K +2,415 +5%
Bank of America
44
Bank of America
North Carolina
$4.38M -$188K -1,768 -4%
EH
45
Equitable Holdings
New York
$4.31M -$748K -7,033 -14%
ACA
46
Aptus Capital Advisors
Alabama
$4.25M +$1.5M +14,130 +51%
AG
47
Ascent Group
Virginia
$4.23M +$298K +2,805 +7%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.91M -$2.35M -22,104 -36%
FFA
49
Farther Finance Advisors
California
$3.31M +$851K +8,005 +32%
BFA
50
Brown Financial Advisors
Ohio
$3.19M +$3.36M +31,607 New

BBUS Hedge Fund Activity: Q1 2025 in Review

164 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2025, worth a combined $2.45B — up 27% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BBUS positions and 13 closed out — a net gain of 14 holders — while 73 added to existing stakes and 35 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $337M. The largest seller was Raymond James Financial, cutting an estimated $25.4M.

  • 164 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2025, up from 153 in Q4 2024.
  • Funds reported $2.45B of JPMorgan BetaBuilders US Equity ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 27 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2025 and 13 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $337M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2025 was Raymond James Financial, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2025.