JPMorgan BetaBuilders US Equity ETF
BBUS
48 hedge funds and large institutions have $769M invested in JPMorgan BetaBuilders US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
41% more funds holding
Funds holding: 34 → 48 (+14)
18% more capital invested
Capital invested by funds: $652M → $769M (+$116M)
2.63% less ownership
Funds ownership: 73.28% → 70.65% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$43.5M |
| 2 |
JP Morgan Chase
New York
|
+$31M |
| 3 |
AssetMark Inc
Concord,
California
|
+$14.9M |
| 4 |
Morgan Stanley
New York
|
+$10.8M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$9.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$9.6M |
| 2 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
-$297K |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$78.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$70K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFM
51
Signet Financial Management
Parsippany,
New Jersey
| – | -$25K | -284 | Closed |
|
52
Rockefeller Capital Management
New York
| – | +$967 | +12 | New |
|
BBUS Hedge Fund Activity: Q1 2022 in Review
48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2022, worth a combined $769M — up 18% from $652M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BBUS positions and 4 closed out — a net gain of 14 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $43.5M. The largest seller was BCGM Wealth Management, cutting an estimated $9.6M.
- 48 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2022, up from 34 in Q4 2021.
- Funds reported $769M of JPMorgan BetaBuilders US Equity ETF stock for Q1 2022, up 18% quarter-over-quarter.
- 18 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2022 and 4 closed out, a net change of +14 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2022 was Cornerstone Wealth Management, an estimated $43.5M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2022 was BCGM Wealth Management, an estimated $9.6M sold.
Based on aggregated 13F filings for Q1 2022.