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JPMorgan BetaBuilders US Equity ETF
BBUS

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: 114 → 123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$40M
2
SFC
Strategic Financial Concepts
Texas
+$23.4M
3
Morgan Stanley
Morgan Stanley
New York
+$14.3M
4
TWM
Tradition Wealth Management
Minnesota
+$11.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$445M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.04M
3
FTUS
Flow Traders U.S.
New York
-$4.07M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.63M
5
IA
IFG Advisory
Georgia
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
76
Emergent Wealth Advisors
New York
$510K +$14.4K +152 +3%
GWM
77
Geneos Wealth Management
Colorado
$503K +$143K +1,510 +42%
Vanguard Group
78
Vanguard Group
Pennsylvania
$494K +$475K +5,031 New
ASN
79
Advisory Services Network
Georgia
$473K +$34.9K +369 +8%
MA
80
Mutual Advisors
Nebraska
$397K – – –
RFS
81
Richardson Financial Services
Massachusetts
$347K -$4.06K -43 -1%
AIA
82
Alera Investment Advisors
Illinois
$347K +$334K +3,535 New
Wealthfront Advisers
83
Wealthfront Advisers
California
$317K +$32.8K +347 +12%
AWS
84
Atria Wealth Solutions
New York
$305K +$189 +2 +0.1%
GRP
85
Global Retirement Partners
California
$301K -$53.5K -566 -16%
KWA
86
Kingswood Wealth Advisors
California
$299K +$287K +3,042 New
Northern Trust
87
Northern Trust
Illinois
$297K +$285K +3,022 New
HA
88
Herold Advisors
New York
$270K – – –
SVWG
89
Shared Vision Wealth Group
United States
$262K +$94 +1 +0%
AIC
90
Archer Investment Corporation
Indiana
$237K +$8.31K +88 +4%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$226K -$189 -2 -0.1%
PA
92
PFG Advisors
Arizona
$224K -$22.3K -236 -9%
WG
93
Welch Group
Alabama
$218K – – –
FAM
94
Family Asset Management
South Carolina
$201K +$2.74K +29 +1%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$198K +$70.7K +748 +59%
AA
96
Ancora Advisors
Ohio
$158K -$165K -1,747 -52%
Comerica Bank
97
Comerica Bank
Texas
$127K -$283 -3 -0.2%
RI
98
Ridgewood Investments
New Jersey
$113K +$109K +1,149 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$97.5K +$69.9K +740 +291%
AF
100
Allworth Financial
California
$64.7K +$472 +5 +0.8%
2 3
4
5 6

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.