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JPMorgan BetaBuilders US Equity ETF
BBUS

67 hedge funds and large institutions have $832M invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $727M → $832M (+$105M)

10% more funds holding

Funds holding: 61 → 67 (+6)

3.6% more ownership

Funds ownership: 56.87% → 60.47% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
25
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$18.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.55M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$4.95M
4
BCI
Brinker Capital Investments
Pennsylvania
+$4.39M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13M
2
FTUS
Flow Traders U.S.
New York
-$7.42M
3
AssetMark Inc
AssetMark Inc
California
-$3.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$125K +$76.1K +1,062 +168%
PTC
52
Private Trust Company
Ohio
$121K -$142K -1,981 -55%
BTI
53
Blue Trust Inc
Georgia
$69K – – –
GRP
54
Global Retirement Partners
California
$44.3K +$1.94K +27 +5%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$41K -$5.02K -70 -11%
TFGT
56
TS Financial Group (TSFG)
Illinois
$33K +$32.1K +448 New
SWM
57
Spire Wealth Management
Virginia
$28.4K +$27.7K +386 New
Lazard Asset Management
58
Lazard Asset Management
New York
$15K – – –
LFA
59
LGT Financial Advisors
Texas
$10.5K +$10.2K +143 New
JFA
60
JNBA Financial Advisors
Minnesota
$10K – – –
SIC
61
Salem Investment Counselors
North Carolina
$9.85K – – –
AF
62
Allworth Financial
California
$6.27K – – –
TC
63
Truvestments Capital
Florida
$4.04K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$4K -$165K -2,299 -98%
AAS
65
Ameritas Advisory Services
Nebraska
$2.81K +$2.72K +38 New
IRC
66
Investors Research Corp
Georgia
$1.54K +$1.5K +21 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$534 +$52K +725 +11%
FTUS
68
Flow Traders U.S.
New York
– -$7.42M -108,215 Closed
RA
69
RFG Advisory
Alabama
– -$393K -5,304 Closed
OFS
70
OneAscent Financial Services
Alabama
– -$217K -3,161 Closed
PCIA
71
Prime Capital Investment Advisors
Kansas
– -$205K -2,997 Closed
IA
72
IFP Advisors
Florida
– -$121K -2,330 Closed
Wells Fargo
73
Wells Fargo
California
– -$148K -2,155 Closed
IGWM
74
ICA Group Wealth Management
Colorado
– -$53.8K -785 Closed
BlackRock
75
BlackRock
New York
– -$11.2K -164 Closed
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BBUS Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2023, worth a combined $832M — up 14% from $727M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBUS positions and 10 closed out — a net gain of 7 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $13M.

  • 67 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2023, up from 61 in Q4 2022.
  • Funds reported $832M of JPMorgan BetaBuilders US Equity ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 17 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2023 and 10 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2023 was Bank of Nova Scotia, an estimated $18.5M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2023 was JP Morgan Chase, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2023.