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JPMorgan BetaBuilders US Equity ETF

164 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 35

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $1.93B → $2.45B (+$519M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13.41% more ownership

Funds ownership: 45.71%59.12% (+13%)

7% more funds holding

Funds holding: 153164 (+11)

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
73
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
76
NWAM LLC
Washington
$1.36M -$142K -1,338 -9%
GAG
77
Goodman Advisory Group
Massachusetts
$1.29M +$1.36M +12,812 New
KWA
78
Kingswood Wealth Advisors
California
$1.24M +$222K +2,088 +20%
NFG
79
Nations Financial Group
Iowa
$1.2M +$1.27M +11,918 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$1.1M +$283K +2,666 +33%
TWP
81
Triad Wealth Partners
Kansas
$1.09M +$1.15M +10,780 New
WWA
82
WCG Wealth Advisors
Nevada
$1.08M -$117K -1,098 -9%
HighTower Advisors
83
HighTower Advisors
Illinois
$1,000K +$160K +1,504 +18%
FNWM
84
Financial Network Wealth Management
Utah
$931K +$109K +1,029 +13%
GS
85
GTS Securities
New York
$917K +$967K +9,094 New
PTC
86
Private Trust Company
Ohio
$897K +$116K +1,090 +14%
JWCA
87
J.W. Cole Advisors
Florida
$787K +$829K +7,796 New
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$779K -$184K -1,731 -18%
GLA
89
Good Life Advisors
Pennsylvania
$759K +$25.9K +244 +3%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$709K -$4.85M -45,615 -87%
Vanguard Group
91
Vanguard Group
Pennsylvania
$677K +$44.3K +417 +7%
Betterment LLC
92
Betterment LLC
New York
$660K -$123K -1,159 -15%
SWP
93
Semus Wealth Partners
Florida
$622K +$16.3K +153 +3%
EWA
94
Emergent Wealth Advisors
New York
$617K +$87.3K +821 +16%
WTC
95
WhitTier Trust Company
Nevada
$602K
RFS
96
Richardson Financial Services
Massachusetts
$601K +$148K +1,391 +30%
NJIM
97
Nabity-Jensen Investment Management
Nebraska
$591K
GIA
98
Gladstone Institutional Advisory
Florida
$580K -$51.4K -483 -8%
WIA
99
World Investment Advisors
California
$464K +$129K +1,217 +36%
GF
100
GGM Financials
Ohio
$440K -$306K -2,877 -40%

BBUS Hedge Fund Activity: Q1 2025 in Review

164 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2025, worth a combined $2.45B — up 27% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BBUS positions and 13 closed out — a net gain of 14 holders — while 73 added to existing stakes and 35 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $337M. The largest seller was Raymond James Financial, cutting an estimated $25.4M.

  • 164 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2025, up from 153 in Q4 2024.
  • Funds reported $2.45B of JPMorgan BetaBuilders US Equity ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 27 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2025 and 13 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $337M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2025 was Raymond James Financial, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2025.