JPMorgan BetaBuilders US Equity ETF
BBUS
61 hedge funds and large institutions have $727M invested in JPMorgan BetaBuilders US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
13% more funds holding
Funds holding: 54 → 61 (+7)
3% more capital invested
Capital invested by funds: $709M → $727M (+$18.1M)
7.55% less ownership
Funds ownership: 64.42% → 56.87% (-7.5%)
40% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$42.1M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$9.33M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.88M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$5.38M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$9.71M |
| 2 |
AssetMark Inc
Concord,
California
|
-$4.29M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.15M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.96M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.74M |
BBUS Hedge Fund Activity: Q4 2022 in Review
61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2022, worth a combined $727M — up 2.6% from $709M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BBUS positions and 6 closed out — a net gain of 9 holders — while 15 added to existing stakes and 25 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $42.1M. The largest seller was LPL Financial, cutting an estimated $9.71M.
- 61 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2022, up from 54 in Q3 2022.
- Funds reported $727M of JPMorgan BetaBuilders US Equity ETF stock for Q4 2022, up 2.6% quarter-over-quarter.
- 15 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2022 and 6 closed out, a net change of +9 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $42.1M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2022 was LPL Financial, an estimated $9.71M sold.
Based on aggregated 13F filings for Q4 2022.