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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

85 hedge funds and large institutions have $1.14B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
41
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$28.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$24M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$63.7M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$43.9M
5
LPL Financial
5
LPL Financial
California
$71.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$1.62M
2
CW
2
CreativeOne Wealth
Kansas
$6.57M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$0
5
CW
5
Channel Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$288K +$19.3K +251 +7%
CFGS
52
Concourse Financial Group Securities
Alabama
$263K +$263K +3,411 New
PA
53
PFG Advisors
Arizona
$240K -$8.32K -108 -3%
AWS
54
Atria Wealth Solutions
New York
$239K +$154 +2 +0.1%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$228K -$108K -1,402 -32%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$220K +$220K +2,856 New
HA
57
Herold Advisors
New York
$212K – – –
WG
58
Welch Group
Alabama
$210K – – –
PCIA
59
Prime Capital Investment Advisors
Kansas
$202K +$202K +2,620 New
Bank of America
60
Bank of America
North Carolina
$171K +$20.3K +264 +14%
AIC
61
Archer Investment Corporation
Indiana
$153K +$7.4K +96 +5%
FAM
62
Family Asset Management
South Carolina
$144K +$4.63K +60 +3%
Comerica Bank
63
Comerica Bank
Texas
$93.5K +$93.5K +1,213 New
Wells Fargo
64
Wells Fargo
California
$84.1K +$78.7K +1,021 +1,459%
BTI
65
Blue Trust Inc
Georgia
$80K – – –
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$61K +$61K +794 New
GRP
67
Global Retirement Partners
California
$57.4K +$6.89K +90 +14%
LFA
68
LGT Financial Advisors
Texas
$54.9K -$12.7K -165 -19%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$45.2K +$38.2K +495 +544%
TFGT
70
TS Financial Group (TSFG)
Illinois
$35K +$78 +1 +0.2%
SCA
71
Stonebridge Capital Advisors
Minnesota
$31.1K +$31.1K +404 New
IWP
72
IAG Wealth Partners
Wisconsin
$26.8K – – –
SWM
73
Spire Wealth Management
Virginia
$24.7K -$1.77K -23 -7%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$20.7K +$20.7K +269 New
Lazard Asset Management
75
Lazard Asset Management
New York
$20K – – –
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