JPMorgan BetaBuilders US Equity ETF
BBUS
54 hedge funds and large institutions have $709M invested in JPMorgan BetaBuilders US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
8% more funds holding
Funds holding: 50 → 54 (+4)
5% more capital invested
Capital invested by funds: $676M → $709M (+$33.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.36% less ownership
Funds ownership: 65.78% → 64.42% (-1.4%)
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$48M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.4M |
| 3 |
JP Morgan Chase
New York
|
+$12M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.1M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$9.74M |
| 2 |
Morgan Stanley
New York
|
-$3.59M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.29M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
-$2.12M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $3K | -$71.5K | -1,001 | -96% |
|
|
CIAS
52
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3K | – | – | – |
|
53
BlackRock
New York
| $1K | +$1.07K | +15 | +188% |
|
|
AWS
54
Atria Wealth Solutions
New York
| – | -$232K | -3,420 | Closed |
|
|
BWM
55
BCGM Wealth Management
Lafayette,
Indiana
| – | -$220K | -2,978 | Closed |
|
56
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$88K | -1,297 | Closed |
|
|
PFGIA
57
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$13K | -195 | Closed |
|
58
Rockefeller Capital Management
New York
| – | -$12K | -190 | Closed |
|
|
BWM
59
Baystate Wealth Management
Boston,
Massachusetts
| – | -$6K | -95 | Closed |
|
BBUS Hedge Fund Activity: Q3 2022 in Review
54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2022, worth a combined $709M — up 4.9% from $676M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BBUS positions and 6 closed out — a net gain of 4 holders — while 14 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, adding an estimated $48M. The largest seller was AssetMark Inc, cutting an estimated $9.74M.
- 54 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2022, up from 50 in Q2 2022.
- Funds reported $709M of JPMorgan BetaBuilders US Equity ETF stock for Q3 2022, up 4.9% quarter-over-quarter.
- 10 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2022 and 6 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2022 was LPL Financial, an estimated $48M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2022 was AssetMark Inc, an estimated $9.74M sold.
Based on aggregated 13F filings for Q3 2022.