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JPMorgan BetaBuilders US Equity ETF

123 hedge funds and large institutions have $1.42B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 28

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

8% more funds holding

Funds holding: 114123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12.36% less ownership

Funds ownership: 54.29%41.92% (-12%)

17% less capital invested

Capital invested by funds: $1.7B → $1.42B (-$285M)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
60
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
51
Firethorn Wealth Partners
Georgia
$1.13M +$39.4K +417 +4%
FWM
52
Fingerlakes Wealth Management
New York
$1.13M +$438K +4,640 +67%
Bank of America
53
Bank of America
North Carolina
$1.13M +$782K +8,275 +255%
TA
54
TFB Advisors
Kansas
$1.11M -$116K -1,230 -10%
GAG
55
Goodman Advisory Group
Massachusetts
$1.07M +$625K +6,620 +156%
Betterment LLC
56
Betterment LLC
New York
$974K +$426K +4,507 +83%
SFC
57
Strategic Financial Concepts
Texas
$957K +$23.4M +247,214 +2,740%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$950K +$19.4K +205 +2%
IP
59
Ignite Planners
California
$936K +$114K +1,208 +15%
Prudential Financial
60
Prudential Financial
New Jersey
$918K +$478K +5,055 +117%
TRCT
61
Tower Research Capital (TRC)
New York
$863K +$94.2K +997 +13%
GF
62
GGM Financials
Ohio
$846K +$815K +8,624 New
CFGS
63
Concourse Financial Group Securities
Alabama
$842K +$55K +582 +7%
Renaissance Technologies
64
Renaissance Technologies
New York
$824K +$794K +8,400 New
RJA
65
Raymond James & Associates
Florida
$789K -$14.5K -154 -2%
HighTower Advisors
66
HighTower Advisors
Illinois
$778K +$208K +2,205 +39%
FNWM
67
Financial Network Wealth Management
Utah
$672K +$648K +6,858 New
BRWA
68
B. Riley Wealth Advisors
Florida
$631K +$608K +6,434 New
PTC
69
Private Trust Company
Ohio
$615K -$11.1K -117 -2%
TPWA
70
Twin Peaks Wealth Advisors
California
$610K +$48.2K +510 +9%
WTC
71
WhitTier Trust Company
Nevada
$585K -$22.5K -238 -4%
NJIM
72
Nabity-Jensen Investment Management
Nebraska
$575K +$553K +5,857 New
GLA
73
Good Life Advisors
Pennsylvania
$565K +$544K +5,761 New
GIA
74
Gladstone Institutional Advisory
Florida
$560K -$25.1K -266 -4%
SWP
75
Semus Wealth Partners
Florida
$511K +$66.6K +705 +16%

BBUS Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2024, worth a combined $1.42B — down 17% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBUS positions and 14 closed out — a net gain of 11 holders — while 60 added to existing stakes and 28 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $40M. The largest seller was JP Morgan Chase, cutting an estimated $445M.

  • 123 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $1.42B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 25 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2024 was Janney Montgomery Scott, an estimated $40M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2024.