JPMorgan BetaBuilders US Equity ETF
BBUS
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.
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: 67 → 71 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11.46% less ownership
Funds ownership: 60.47% → 49% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$107M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.2M |
| 3 |
Morgan Stanley
New York
|
+$12.5M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$7.11M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$29M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.82M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.99M |
| 5 |
AssetMark Inc
Concord,
California
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| – | -$269K | -3,660 | Closed |
|
|
MWC
77
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$157K | -2,125 | Closed |
|
78
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4K | -52 | Closed |
|
|
AAS
79
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.81K | -38 | Closed |
|
|
M1FG
80
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$1.03M | -14 | 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.