BBUS icon

JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

122 hedge funds and large institutions have $1.42B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
59
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$195M
2
Morgan Stanley
2
Morgan Stanley
New York
$124M
3
TWM
3
Tradition Wealth Management
Minnesota
$11.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$85.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$287M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.68M
5
IA
5
IFG Advisory
Georgia
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$62.4K +$3.73K +38 +6%
Wells Fargo
102
Wells Fargo
California
$62.4K +$62.4K +636 New
IWP
103
IAG Wealth Partners
Wisconsin
$44.5K – – –
WP
104
WealthShield Partners
North Carolina
$38.1K – – –
HI
105
Harbour Investments
Wisconsin
$33.1K +$982 +10 +3%
KFS
106
Kelly Financial Services
Massachusetts
$31.4K +$31.4K +320 New
UB
107
UMB Bank
Missouri
$29.4K +$29.4K +300 New
William Blair & Company
108
William Blair & Company
Illinois
$27.5K -$32.4K -330 -54%
SWM
109
Spire Wealth Management
Virginia
$20.5K -$392 -4 -2%
WB
110
Webster Bank
Connecticut
$18.8K +$18.8K +192 New
FCAS
111
First Command Advisory Services
Texas
$17.6K – – –
SIS
112
Sound Income Strategies
Florida
$16.9K +$16.9K +172 New
JFA
113
JNBA Financial Advisors
Minnesota
$13.3K – – –
EWA
114
EverSource Wealth Advisors
Alabama
$12.7K +$99 +1 +0.8%
TAM
115
Tucker Asset Management
Colorado
$12K +$12K +122 New
RAM
116
Riggs Asset Management
Pennsylvania
$10.9K – – –
DJSG
117
D.J. St. Germain
Massachusetts
$9.03K +$9.03K +92 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +67 New
FHA
119
First Horizon Advisors
Tennessee
$5K +$5K +51 New
EW
120
Element Wealth
Mississippi
$3.04K – – –
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$2.65K +$2.65K +27 New
SIC
122
Salem Investment Counselors
North Carolina
$1.37K – – –
Citadel Advisors
123
Citadel Advisors
Florida
– -$7.04M -74,523 Closed
FTUS
124
Flow Traders U.S.
New York
– -$4.07M -43,135 Closed
SFS
125
Security Financial Services
Indiana
– -$1.88M -19,912 Closed
2 3 4
5
6