JPMorgan BetaBuilders US Equity ETF
BBUS
99 hedge funds and large institutions have $1.54B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 9 closing their positions.
286% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 14
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
36% more capital invested
Capital invested by funds: $1.14B → $1.54B (+$404M)
16% more funds holding
Funds holding: 85 → 99 (+14)
6.22% more ownership
Funds ownership: 51.89% → 58.11% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$88.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$31.5M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$29.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.8M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$2.94M |
| 3 |
Jane Street
New York
|
-$1.86M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$708K |
| 5 |
TA
TFB Advisors
Overland Park,
Kansas
|
-$196K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Wells Fargo
San Francisco,
California
| – | -$84.1K | -1,091 | Closed |
|
|
BTI
102
Blue Trust Inc
Alpharetta,
Georgia
| – | -$80K | -1,000 | Closed |
|
|
TFGT
103
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$35K | -451 | Closed |
|
|
SCA
104
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$31.1K | -404 | Closed |
|
|
GA
105
GoalVest Advisory
New York
| – | -$5.09K | -66 | Closed |
|
106
UBS Group
Zurich,
Switzerland
| – | -$5.01K | -65 | Closed |
|
|
AWM
107
Abound Wealth Management
Franklin,
Tennessee
| – | -$1.85K | -24 | Closed |
|
|
CP
108
Castleview Partners
Dallas,
Texas
| – | -$77 | -1 | Closed |
|
BBUS Hedge Fund Activity: Q4 2023 in Review
99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2023, worth a combined $1.54B — up 36% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BBUS positions and 9 closed out — a net gain of 14 holders — while 54 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $88.7M. The largest seller was JP Morgan Chase, cutting an estimated $12.8M.
- 99 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2023, up from 85 in Q3 2023.
- Funds reported $1.54B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2023, up 36% quarter-over-quarter.
- 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $88.7M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2023 was JP Morgan Chase, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2023.