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JPMorgan BetaBuilders US Equity ETF

173 hedge funds and large institutions have $2.82B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 58

15% more capital invested

Capital invested by funds: $2.45B → $2.82B (+$372M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5% more funds holding

Funds holding: 164173 (+9)

2.79% less ownership

Funds ownership: 59.12%56.33% (-2.8%)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.28%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
24
Increased
71
Reduced
58
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$7.04M +68,045 +132%
BCI
27
Brinker Capital Investments
Pennsylvania
$13.3M -$36K -348 -0.3%
Bank of America
28
Bank of America
North Carolina
$12M +$6.61M +63,899 +147%
BCG
29
Bravias Capital Group
New Jersey
$12M +$318K +3,077 +3%
FFA
30
Florida Financial Advisors
Florida
$11.7M -$85K -822 -0.8%
CW
31
CreativeOne Wealth
Kansas
$11.5M -$1.05M -10,161 -9%
5W
32
5T Wealth
California
$11.3M +$1.11M +10,777 +12%
IWC
33
Integrated Wealth Concepts
Massachusetts
$11.2M +$1.81M +17,457 +21%
BOC
34
Blue Oak Capital
California
$11.1M -$2.22M -21,434 -18%
PJSIMP
35
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.73M -$57.5K -556 -0.7%
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$8.54M -$1.08M -10,399 -12%
AA
37
Alpha Advisors
Virginia
$8.43M +$7.79M +75,360 New
GVAG
38
Great Valley Advisor Group
Delaware
$8.34M +$5.62M +54,320 +269%
Ameriprise
39
Ameriprise
Minnesota
$8.21M -$3.03M -29,293 -29%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7.84M -$838K -8,104 -10%
MHR
41
Matthew Hamilton Rosenberg
$7.2M +$3.65M +35,275 +121%
ACS
42
Archford Capital Strategies
Illinois
$7.02M -$2.39M -23,149 -27%
PAG
43
Private Advisor Group
New Jersey
$6.32M -$720K -6,962 -11%
ACA
44
Aptus Capital Advisors
Alabama
$6.19M +$1.36M +13,168 +31%
WF
45
Wayfinding Financial
Washington
$5.21M -$124K -1,202 -3%
AG
46
Ascent Group
Virginia
$5.06M +$343K +3,321 +8%
Raymond James Financial
47
Raymond James Financial
Florida
$5.06M +$2.43M +23,483 +108%
LSPW
48
Lake Street Private Wealth
Illinois
$4.95M -$356K -3,446 -7%
VA
49
VestGen Advisors
Illinois
$4.75M +$2.02M +19,545 +89%
3IP
50
3Chopt Investment Partners
Virginia
$4.73M -$682K -6,594 -14%

BBUS Hedge Fund Activity: Q2 2025 in Review

173 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2025, worth a combined $2.82B — up 15% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BBUS positions and 13 closed out — a net gain of 11 holders — while 71 added to existing stakes and 58 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $73M.

  • 173 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2025, up from 164 in Q1 2025.
  • Funds reported $2.82B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 24 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $153M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2025 was JP Morgan Chase, an estimated $73M sold.

Based on aggregated 13F filings for Q2 2025.