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JPMorgan BetaBuilders US Equity ETF

123 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, 60 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 28

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

8% more funds holding

Funds holding: 114123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12.36% less ownership

Funds ownership: 54.29%41.92% (-12%)

17% less capital invested

Capital invested by funds: $1.7B → $1.42B (-$285M)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
60
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
101
LGT Financial Advisors
Texas
$63.8K +$23.5K +249 +62%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$62.4K +$3.59K +38 +6%
Wells Fargo
103
Wells Fargo
California
$62.4K +$60.1K +636 New
IWP
104
IAG Wealth Partners
Wisconsin
$44.5K
WP
105
WealthShield Partners
North Carolina
$38.1K
HI
106
Harbour Investments
Wisconsin
$33.1K +$945 +10 +3%
KFS
107
Kelly Financial Services
Massachusetts
$31.4K +$30.2K +320 New
UB
108
UMB Bank
Missouri
$29.4K +$28.3K +300 New
William Blair & Company
109
William Blair & Company
Illinois
$27.5K -$31.2K -330 -54%
SWM
110
Spire Wealth Management
Virginia
$20.5K -$378 -4 -2%
WB
111
Webster Bank
Connecticut
$18.8K +$18.1K +192 New
FCAS
112
First Command Advisory Services
Texas
$17.6K
SIS
113
Sound Income Strategies
Florida
$16.9K +$16.2K +172 New
JFA
114
JNBA Financial Advisors
Minnesota
$13.3K
EWA
115
EverSource Wealth Advisors
Alabama
$12.7K +$94 +1 +0.8%
TAM
116
Tucker Asset Management
Colorado
$12K +$11.5K +122 New
RAM
117
Riggs Asset Management
Pennsylvania
$10.9K
DJSG
118
D.J. St. Germain
Massachusetts
$9.03K +$8.69K +92 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.33K +67 New
FHA
120
First Horizon Advisors
Tennessee
$5K +$4.82K +51 New
EW
121
Element Wealth
Mississippi
$3.04K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$2.65K +$2.55K +27 New
SIC
123
Salem Investment Counselors
North Carolina
$1.37K
Citadel Advisors
124
Citadel Advisors
Florida
-$7.04M -74,523 Closed
FTUS
125
Flow Traders U.S.
New York
-$4.07M -43,135 Closed

BBUS Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2024, worth a combined $1.42B — down 17% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBUS positions and 14 closed out — a net gain of 11 holders — while 60 added to existing stakes and 28 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $40M. The largest seller was JP Morgan Chase, cutting an estimated $445M.

  • 123 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $1.42B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 25 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2024 was Janney Montgomery Scott, an estimated $40M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2024.