We are live on ! Find out more
BBUS icon

JPMorgan BetaBuilders US Equity ETF

71 hedge funds and large institutions have $1.02B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$191M)

6% more funds holding

Funds holding: 6771 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.46% less ownership

Funds ownership: 60.47%49% (-11%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Archer Investment Corporation
Indiana
$150K +$6.63K +88 +5%
FAM
52
Family Asset Management
South Carolina
$144K -$36K -477 -21%
BTI
53
Blue Trust Inc
Georgia
$74K
LFA
54
LGT Financial Advisors
Texas
$69.9K +$55.3K +734 +513%
IGWM
55
ICA Group Wealth Management
Colorado
$61.3K +$58K +769 New
GRP
56
Global Retirement Partners
California
$52.6K +$4.07K +54 +9%
TFGT
57
TS Financial Group (TSFG)
Illinois
$36K +$151 +2 +0.4%
IWP
58
IAG Wealth Partners
Wisconsin
$27.7K +$26.2K +348 New
SWM
59
Spire Wealth Management
Virginia
$27.4K -$3.17K -42 -11%
William Blair & Company
60
William Blair & Company
Illinois
$22.1K +$20.9K +277 New
Lazard Asset Management
61
Lazard Asset Management
New York
$20K +$3.77K +50 +24%
UBS Group
62
UBS Group
Switzerland
$17.9K -$111K -1,470 -87%
JFA
63
JNBA Financial Advisors
Minnesota
$10.8K
SIC
64
Salem Investment Counselors
North Carolina
$10.7K
EWA
65
EverSource Wealth Advisors
Alabama
$10K +$9.5K +126 New
HI
66
Harbour Investments
Wisconsin
$9.09K +$8.59K +114 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$7.22K -$35.2K -467 -84%
Wells Fargo
68
Wells Fargo
California
$5.58K +$5.28K +70 New
TC
69
Truvestments Capital
Florida
$4.38K
AF
70
Allworth Financial
California
$3.69K -$2.94K -39 -46%
IRC
71
Investors Research Corp
Georgia
$1.67K
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
-$29M -393,850 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$2.82M -38,357 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$1.99M -27,029 Closed
Jane Street
75
Jane Street
New York
-$1.44M -19,565 Closed

BBUS Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2023, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBUS positions and 9 closed out — a net gain of 4 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $29M sold.

  • 71 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $1.02B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2023 was Bank of Nova Scotia, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2023.