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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

122 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, 59 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
59
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$195M
2
Morgan Stanley
2
Morgan Stanley
New York
$124M
3
TWM
3
Tradition Wealth Management
Minnesota
$11.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$85.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.68M
5
IA
5
IFG Advisory
Georgia
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$503K +$148K +1,510 +42%
Vanguard Group
77
Vanguard Group
Pennsylvania
$494K +$494K +5,031 New
ASN
78
Advisory Services Network
Georgia
$473K +$36.2K +369 +8%
MA
79
Mutual Advisors
Nebraska
$397K – – –
RFS
80
Richardson Financial Services
Massachusetts
$347K -$4.22K -43 -1%
AIA
81
Alera Investment Advisors
Illinois
$347K +$347K +3,535 New
Wealthfront Advisers
82
Wealthfront Advisers
California
$317K +$34K +347 +12%
AWS
83
Atria Wealth Solutions
New York
$305K +$196 +2 +0.1%
GRP
84
Global Retirement Partners
California
$301K -$55.5K -566 -16%
KWA
85
Kingswood Wealth Advisors
California
$299K +$299K +3,042 New
Northern Trust
86
Northern Trust
Illinois
$297K +$297K +3,022 New
HA
87
Herold Advisors
New York
$270K – – –
SVWG
88
Shared Vision Wealth Group
United States
$262K +$98 +1 +0%
AIC
89
Archer Investment Corporation
Indiana
$237K +$8.64K +88 +4%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$226K -$196 -2 -0.1%
PA
91
PFG Advisors
Arizona
$224K -$23.2K -236 -9%
WG
92
Welch Group
Alabama
$218K – – –
FAM
93
Family Asset Management
South Carolina
$201K +$2.85K +29 +1%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$198K +$73.4K +748 +59%
AA
95
Ancora Advisors
Ohio
$158K -$171K -1,747 -52%
Comerica Bank
96
Comerica Bank
Texas
$127K -$294 -3 -0.2%
RI
97
Ridgewood Investments
New Jersey
$113K +$113K +1,149 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$97.5K +$72.6K +740 +291%
AF
99
Allworth Financial
California
$64.7K +$495 +5 +0.8%
LFA
100
LGT Financial Advisors
Texas
$63.8K +$24.4K +249 +62%
2 3
4
5 6