JPMorgan BetaBuilders US Equity ETF
BBUS
50 hedge funds and large institutions have $676M invested in JPMorgan BetaBuilders US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 7 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 48 → 50 (+2)
4.87% less ownership
Funds ownership: 70.65% → 65.78% (-4.9%)
12% less capital invested
Capital invested by funds: $769M → $676M (-$92.9M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$11.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$7.54M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$5.61M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$4.77M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$5.37M |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$4.26M |
| 3 |
Morgan Stanley
New York
|
-$2.23M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.52M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$691K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WG
51
Welch Group
Birmingham,
Alabama
| – | -$226K | -2,765 | Closed |
|
52
Bank of New York Mellon
New York
| – | -$205K | -2,503 | Closed |
|
|
T
53
TCWP
Beachwood,
Ohio
| – | -$52K | -645 | Closed |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$9K | -108 | Closed |
|
55
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -38 | Closed |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -27 | Closed |
|
|
M1FG
57
Mach-1 Financial Group
Rogers,
Arkansas
| – | +$1.03K | +14 | New |
|
BBUS Hedge Fund Activity: Q2 2022 in Review
50 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2022, worth a combined $676M — down 12% from $769M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BBUS positions and 7 closed out — a net gain of 2 holders — while 23 added to existing stakes and 9 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $11.9M. The largest seller was BCGM Wealth Management, cutting an estimated $5.37M.
- 50 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2022, up from 48 in Q1 2022.
- Funds reported $676M of JPMorgan BetaBuilders US Equity ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 9 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2022 and 7 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2022 was Janney Montgomery Scott, an estimated $11.9M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2022 was BCGM Wealth Management, an estimated $5.37M sold.
Based on aggregated 13F filings for Q2 2022.