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JPMorgan BetaBuilders US Equity ETF

153 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

14% more funds holding

Funds holding: 134153 (+19)

1% more capital invested

Capital invested by funds: $1.91B → $1.93B (+$18.5M)

3.18% less ownership

Funds ownership: 48.88%45.71% (-3.2%)

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
34
Increased
72
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$890K -$54.2K -509 -6%
FNWM
77
Financial Network Wealth Management
Utah
$869K +$4.58K +43 +0.5%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$868K +$36.9K +346 +4%
PTC
79
Private Trust Company
Ohio
$826K -$30.3K -284 -4%
Creative Planning
80
Creative Planning
Kansas
$815K +$820K +7,698 New
Betterment LLC
81
Betterment LLC
New York
$815K -$268K -2,514 -25%
GLA
82
Good Life Advisors
Pennsylvania
$771K +$37K +347 +5%
GF
83
GGM Financials
Ohio
$767K -$148K -1,388 -16%
Vanguard Group
84
Vanguard Group
Pennsylvania
$667K +$68.9K +647 +11%
GIA
85
Gladstone Institutional Advisory
Florida
$660K +$79.3K +744 +14%
SWP
86
Semus Wealth Partners
Florida
$636K +$2.56K +24 +0.4%
WTC
87
WhitTier Trust Company
Nevada
$632K
NJIM
88
Nabity-Jensen Investment Management
Nebraska
$620K
AWS
89
Atria Wealth Solutions
New York
$620K +$259K +2,430 +71%
GWM
90
Geneos Wealth Management
Colorado
$593K +$46.2K +434 +8%
EWA
91
Emergent Wealth Advisors
New York
$560K +$1.49K +14 +0.3%
RFS
92
Richardson Financial Services
Massachusetts
$486K +$109K +1,027 +29%
IAA
93
Independent Advisor Alliance
North Carolina
$472K +$475K +4,460 New
MA
94
Mutual Advisors
Nebraska
$433K
GRP
95
Global Retirement Partners
California
$390K +$5.01K +47 +1%
FA
96
Fortis Advisors
Pennsylvania
$371K +$2.88K +27 +0.8%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$361K +$80.8K +758 +29%
WIA
98
World Investment Advisors
California
$359K +$62.3K +585 +21%
KFS
99
Kelly Financial Services
Massachusetts
$354K +$356K +3,339 New
JC
100
JB Capital
Connecticut
$334K +$1.28K +12 +0.4%

BBUS Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2024, worth a combined $1.93B — up 0.97% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BBUS positions and 10 closed out — a net gain of 24 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, opening a new position worth an estimated $49.3M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $261M sold.

  • 153 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.93B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2024, up 0.97% quarter-over-quarter.
  • 34 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2024 and 10 closed out, a net change of +24 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2024 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $49.3M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2024.