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JPMorgan BetaBuilders US Equity ETF

185 hedge funds and large institutions have $3.11B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

65% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $2.82B → $3.11B (+$283M)

7% more funds holding

Funds holding: 173185 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.41% less ownership

Funds ownership: 56.33%55.91% (-0.41%)

Holders
185
Holders Change
+12
Holders Change %
+6.94%
% of All Funds
2.43%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
28
Increased
84
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5W
26
5T Wealth
California
$14M +$1.79M +15,431 +15%
Raymond James Financial
27
Raymond James Financial
Florida
$13.6M +$7.89M +67,957 +150%
BCG
28
Bravias Capital Group
New Jersey
$13.5M +$531K +4,574 +4%
CW
29
CreativeOne Wealth
Kansas
$12M -$349K -3,007 -3%
FFA
30
Florida Financial Advisors
Florida
$11.6M -$1.04M -8,964 -9%
GI
31
Gradient Investments
Minnesota
$11.5M -$56.5M -486,498 -84%
Creative Planning
32
Creative Planning
Kansas
$11.4M -$13.1M -112,469 -54%
AG
33
Ascent Group
Virginia
$10.5M +$4.85M +41,791 +92%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$10.3M +$1.8M +15,541 +22%
GVAG
35
Great Valley Advisor Group
Delaware
$10.3M +$1.26M +10,862 +15%
GSWM
36
Golden State Wealth Management
California
$10.1M +$9.42M +81,124 +3,495%
AA
37
Alpha Advisors
Virginia
$9.5M +$388K +3,345 +4%
Ameriprise
38
Ameriprise
Minnesota
$9.26M +$393K +3,381 +5%
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$9.1M -$99.5K -857 -1%
PJSIMP
40
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.08M -$318K -2,740 -4%
MHR
41
Matthew Hamilton Rosenberg
$7.92M +$154K +1,328 +2%
ACA
42
Aptus Capital Advisors
Alabama
$7.44M +$742K +6,393 +12%
Goldman Sachs
43
Goldman Sachs
New York
$6.22M +$1.52M +13,106 +34%
VBA
44
von Borstel & Associates
Oregon
$6.15M +$5.79M +49,831 New
BCA
45
Bay Colony Advisors
Massachusetts
$6.06M +$5.84M +50,254 New
WF
46
Wayfinding Financial
Washington
$6M +$479K +4,128 +9%
LSPW
47
Lake Street Private Wealth
Illinois
$5.63M +$289K +2,486 +6%
3IP
48
3Chopt Investment Partners
Virginia
$5.59M +$470K +4,049 +10%
PAG
49
Private Advisor Group
New Jersey
$5.38M -$1.38M -11,868 -21%
VA
50
VestGen Advisors
Illinois
$5.05M +$39K +336 +0.8%