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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

163 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, 72 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
27
Increased
72
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$320M
2
Creative Planning
Creative Planning
Kansas
+$89.3M
3
GI
Gradient Investments
Minnesota
+$56.9M
4
LPL Financial
LPL Financial
California
+$41.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.2M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$24.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.2M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
76
NWAM LLC
Washington
$1.36M -$135K -1,338 -9%
GAG
77
Goodman Advisory Group
Massachusetts
$1.29M +$1.29M +12,812 New
KWA
78
Kingswood Wealth Advisors
California
$1.24M +$211K +2,088 +20%
NFG
79
Nations Financial Group
Iowa
$1.2M +$1.2M +11,918 New
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$1.1M +$269K +2,666 +33%
TWP
81
Triad Wealth Partners
Kansas
$1.09M +$1.09M +10,780 New
WWA
82
WCG Wealth Advisors
Nevada
$1.08M -$111K -1,098 -9%
HighTower Advisors
83
HighTower Advisors
Illinois
$1,000K +$152K +1,504 +18%
FNWM
84
Financial Network Wealth Management
Utah
$931K +$104K +1,029 +13%
GS
85
GTS Securities
New York
$917K +$917K +9,094 New
PTC
86
Private Trust Company
Ohio
$897K +$110K +1,090 +14%
JWCA
87
J.W. Cole Advisors
Florida
$787K +$787K +7,796 New
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$779K -$175K -1,731 -18%
GLA
89
Good Life Advisors
Pennsylvania
$759K +$24.6K +244 +3%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$709K -$4.6M -45,615 -87%
Vanguard Group
91
Vanguard Group
Pennsylvania
$677K +$42.1K +417 +7%
Betterment LLC
92
Betterment LLC
New York
$660K -$117K -1,159 -15%
SWP
93
Semus Wealth Partners
Florida
$622K +$15.4K +153 +3%
WTC
94
WhitTier Trust Company
Nevada
$602K – – –
RFS
95
Richardson Financial Services
Massachusetts
$601K +$140K +1,391 +30%
NJIM
96
Nabity-Jensen Investment Management
Nebraska
$591K – – –
GIA
97
Gladstone Institutional Advisory
Florida
$580K -$48.7K -483 -8%
WIA
98
World Investment Advisors
California
$464K +$123K +1,217 +36%
GF
99
GGM Financials
Ohio
$440K -$290K -2,877 -40%
Renaissance Technologies
100
Renaissance Technologies
New York
$434K -$1.97M -19,500 -82%
2 3
4
5 6