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JPMorgan BetaBuilders US Equity ETF
BBUS

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

242% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more funds holding

Funds holding: 71 → 85 (+14)

11% more capital invested

Capital invested by funds: $1.02B → $1.14B (+$115M)

2.89% more ownership

Funds ownership: 49% → 51.89% (+2.9%)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.35%
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

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$26.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$20.7M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$18.2M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$15.9M
5
LPL Financial
LPL Financial
California
+$12M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.2M
2
CW
CreativeOne Wealth
Kansas
-$728K
3
FTUS
Flow Traders U.S.
New York
-$330K
4
CBFP
Cedar Brook Financial Partners
Ohio
-$275K
5
CW
Channel Wealth
California
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$10.5K – – –
EWA
77
EverSource Wealth Advisors
Alabama
$9.75K – – –
HI
78
Harbour Investments
Wisconsin
$8.79K – – –
RAM
79
Riggs Asset Management
Pennsylvania
$8.56K +$8.89K +111 New
GA
80
GoalVest Advisory
New York
$5.09K +$5.29K +66 New
UBS Group
81
UBS Group
Switzerland
$5.01K -$12.7K -159 -71%
William Blair & Company
82
William Blair & Company
Illinois
$3.08K -$19K -237 -86%
AWM
83
Abound Wealth Management
Tennessee
$1.85K +$1.92K +24 New
SIC
84
Salem Investment Counselors
North Carolina
$1.08K -$9.62K -120 -90%
CP
85
Castleview Partners
Texas
$77 +$80 +1 New
FTUS
86
Flow Traders U.S.
New York
– -$330K -4,140 Closed
CBFP
87
Cedar Brook Financial Partners
Ohio
– -$275K -3,454 Closed
CW
88
Channel Wealth
California
– -$266K -3,332 Closed
IGWM
89
ICA Group Wealth Management
Colorado
– -$61.3K -769 Closed
TC
90
Truvestments Capital
Florida
– -$4.38K -55 Closed
AF
91
Allworth Financial
California
– -$3.69K -46 Closed
IRC
92
Investors Research Corp
Georgia
– -$1.67K -21 Closed
1 2 3
4

BBUS Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2023, worth a combined $1.14B — up 11% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BBUS positions and 7 closed out — a net gain of 14 holders — while 41 added to existing stakes and 12 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $26.3M. The largest seller was Ameriprise, cutting an estimated $1.2M.

  • 85 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2023, up from 71 in Q2 2023.
  • Funds reported $1.14B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 21 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2023 and 7 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $26.3M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2023 was Ameriprise, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2023.