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JPMorgan BetaBuilders US Equity ETF

216 hedge funds and large institutions have $3.86B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

24% more capital invested

Capital invested by funds: $3.11B → $3.86B (+$750M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 185216 (+31)

1.36% more ownership

Funds ownership: 55.91%57.27% (+1.4%)

Holders
216
Holders Change
+31
Holders Change %
+16.76%
% of All Funds
2.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
43
Increased
95
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$16.9M +$15.9M +129,674 +1,755%
BCI
27
Brinker Capital Investments
Pennsylvania
$16.8M +$1.78M +14,519 +12%
5W
28
5T Wealth
California
$16.2M +$1.85M +15,117 +13%
Ameriprise
29
Ameriprise
Minnesota
$15M +$5.47M +44,713 +58%
IA
30
IFG Advisory
Georgia
$13.9M -$2.7M -22,029 -16%
BCG
31
Bravias Capital Group
New Jersey
$13.9M +$134K +1,097 +1%
CW
32
CreativeOne Wealth
Kansas
$12.7M +$408K +3,332 +3%
FFA
33
Florida Financial Advisors
Florida
$12M +$184K +1,501 +2%
GI
34
Gradient Investments
Minnesota
$11.9M +$78.7K +643 +0.7%
IWC
35
Integrated Wealth Concepts
Massachusetts
$11.6M -$51.5M -420,668 -82%
AG
36
Ascent Group
Virginia
$11.4M +$710K +5,798 +7%
GVAG
37
Great Valley Advisor Group
Delaware
$11.4M +$881K +7,196 +8%
GSWM
38
Golden State Wealth Management
California
$10.6M +$338K +2,759 +3%
PAG
39
Private Advisor Group
New Jersey
$10.1M +$4.52M +36,938 +83%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$9.58M +$7.82M +63,924 +463%
AA
41
Alpha Advisors
Virginia
$9.49M -$216K -1,765 -2%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$9.19M -$103K -844 -1%
PJSIMP
43
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.12M -$158K -1,287 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$8.58M -$1.96M -16,023 -19%
ACA
45
Aptus Capital Advisors
Alabama
$8.34M +$728K +5,946 +10%
EWM
46
Elevation Wealth Management
Minnesota
$7.87M +$7.81M +63,796 New
MHR
47
Matthew Hamilton Rosenberg
$7.79M -$301K -2,460 -4%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$7.36M +$5.98M +48,890 +450%
Creative Planning
49
Creative Planning
Kansas
$7.08M -$4.54M -37,074 -39%
NA
50
NewEdge Advisors
Louisiana
$6.7M +$5.97M +48,773 +876%