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JPMorgan BetaBuilders US Equity ETF

134 hedge funds and large institutions have $1.91B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $1.42B → $1.91B (+$494M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 123134 (+11)

6.96% more ownership

Funds ownership: 41.92%48.88% (+7%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
76
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Semus Wealth Partners
Florida
$620K +$77.7K +779 +15%
WTC
77
WhitTier Trust Company
Nevada
$618K
NJIM
78
Nabity-Jensen Investment Management
Nebraska
$607K
Vanguard Group
79
Vanguard Group
Pennsylvania
$585K +$61.5K +616 +12%
GIA
80
Gladstone Institutional Advisory
Florida
$568K -$22.8K -229 -4%
EWA
81
Emergent Wealth Advisors
New York
$546K +$8.18K +82 +2%
GWM
82
Geneos Wealth Management
Colorado
$535K +$3.19K +32 +0.6%
ASN
83
Advisory Services Network
Georgia
$473K
MA
84
Mutual Advisors
Nebraska
$423K
GRP
85
Global Retirement Partners
California
$377K +$56.8K +569 +19%
AIA
86
Alera Investment Advisors
Illinois
$368K +$1.8K +18 +0.5%
FA
87
Fortis Advisors
Pennsylvania
$360K +$347K +3,477 New
AWS
88
Atria Wealth Solutions
New York
$354K +$31.3K +314 +10%
RFS
89
Richardson Financial Services
Massachusetts
$347K
JC
90
JB Capital
Connecticut
$325K +$313K +3,138 New
SFC
91
Strategic Financial Concepts
Texas
$317K -$25.3M -253,176 -99%
Northern Trust
92
Northern Trust
Illinois
$313K
ZIM
93
Zacks Investment Management
Illinois
$310K +$298K +2,990 New
WIA
94
World Investment Advisors
California
$290K +$279K +2,801 New
SVWG
95
Shared Vision Wealth Group
United States
$277K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$275K +$63.7K +639 +32%
PA
97
PFG Advisors
Arizona
$263K +$25.5K +256 +11%
FAM
98
Family Asset Management
South Carolina
$262K +$47.7K +478 +23%
AIC
99
Archer Investment Corporation
Indiana
$250K
Bank of New York Mellon
100
Bank of New York Mellon
New York
$238K +$100 +1 +0%

BBUS Hedge Fund Activity: Q3 2024 in Review

134 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2024, worth a combined $1.91B — up 35% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBUS positions and 11 closed out — a net gain of 12 holders — while 76 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.8M. The largest seller was Strategic Financial Concepts, cutting an estimated $25.3M.

  • 134 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $1.91B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.8M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.