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JPMorgan BetaBuilders US Equity ETF
BBUS

99 hedge funds and large institutions have $1.54B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 14

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

36% more capital invested

Capital invested by funds: $1.14B → $1.54B (+$404M)

16% more funds holding

Funds holding: 85 → 99 (+14)

6.22% more ownership

Funds ownership: 51.89% → 58.11% (+6.2%)

Holders
99
Holders Change
+14
Holders Change %
+16.47%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
23
Increased
54
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$88.7M
2
LPL Financial
LPL Financial
California
+$31.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$29.5M
4
Bank of America
Bank of America
North Carolina
+$18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.8M
2
IA
IFG Advisory
Georgia
-$2.94M
3
Jane Street
Jane Street
New York
-$1.86M
4
CW
CreativeOne Wealth
Kansas
-$708K
5
TA
TFB Advisors
Kansas
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$822K +$291K +3,618 +61%
MHR
52
Matthew Hamilton Rosenberg
$782K +$103K +1,279 +16%
CA
53
Cetera Advisors
Colorado
$778K +$197K +2,451 +37%
SPI
54
Sutton Place Investors
New York
$754K +$28.2K +351 +4%
IP
55
Ignite Planners
California
$630K +$110K +1,374 +23%
FWM
56
Fingerlakes Wealth Management
New York
$544K +$104K +1,297 +26%
FNWM
57
Financial Network Wealth Management
Utah
$517K +$59.6K +741 +14%
TPWA
58
Twin Peaks Wealth Advisors
California
$491K +$460K +5,717 New
CFGS
59
Concourse Financial Group Securities
Alabama
$485K +$180K +2,233 +65%
GAG
60
Goodman Advisory Group
Massachusetts
$468K +$438K +5,453 New
PTC
61
Private Trust Company
Ohio
$454K +$125K +1,553 +42%
RFS
62
Richardson Financial Services
Massachusetts
$427K +$400K +4,975 New
GIA
63
Gladstone Institutional Advisory
Florida
$365K +$341K +4,246 New
MA
64
Mutual Advisors
Nebraska
$347K -$804 -10 -0.2%
FWP
65
Firethorn Wealth Partners
Georgia
$309K +$289K +3,601 New
PA
66
PFG Advisors
Arizona
$287K +$19K +236 +8%
AWS
67
Atria Wealth Solutions
New York
$267K +$322 +4 +0.1%
PCIA
68
Prime Capital Investment Advisors
Kansas
$259K +$31.7K +394 +15%
ASN
69
Advisory Services Network
Georgia
$253K +$237K +2,946 New
WTC
70
WhitTier Trust Company
Nevada
$252K +$235K +2,929 New
GRP
71
Global Retirement Partners
California
$244K +$168K +2,091 +279%
HA
72
Herold Advisors
New York
$236K – – –
WG
73
Welch Group
Alabama
$234K – – –
SVWG
74
Shared Vision Wealth Group
United States
$232K +$217K +2,702 New
Betterment LLC
75
Betterment LLC
New York
$226K +$212K +2,636 New
1 2
3
4 5

BBUS Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2023, worth a combined $1.54B — up 36% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBUS positions and 9 closed out — a net gain of 14 holders — while 54 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $88.7M. The largest seller was JP Morgan Chase, cutting an estimated $12.8M.

  • 99 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $1.54B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $88.7M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2023 was JP Morgan Chase, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2023.