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JPMorgan BetaBuilders US Equity ETF
BBUS

134 hedge funds and large institutions have $1.91B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $1.42B → $1.91B (+$494M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 123 → 134 (+11)

6.96% more ownership

Funds ownership: 41.92% → 48.88% (+7%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
76
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$77.8M
2
LPL Financial
LPL Financial
California
+$53.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$53.2M
4
KIG
Kowal Investment Group
Wisconsin
+$49.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$25.3M
2
JCM
Jacobi Capital Management
Pennsylvania
-$1.99M
3
GS
GTS Securities
New York
-$1.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.62M
5
TRCT
Tower Research Capital (TRC)
New York
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
101
Flagstar Advisors
New York
$235K +$226K +2,268 New
WG
102
Welch Group
Alabama
$231K – – –
KAS
103
Kestra Advisory Services
Texas
$228K +$219K +2,197 New
Wealthfront Advisers
104
Wealthfront Advisers
California
$214K -$116K -1,166 -36%
HA
105
Herold Advisors
New York
$207K -$74.8K -750 -27%
MC
106
Moors & Cabot
Massachusetts
$206K +$198K +1,986 New
Comerica Bank
107
Comerica Bank
Texas
$131K -$2.79K -28 -2%
RI
108
Ridgewood Investments
New Jersey
$119K – – –
UBS Group
109
UBS Group
Switzerland
$114K +$109K +1,097 New
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$106K +$38.3K +384 +60%
LFA
111
LGT Financial Advisors
Texas
$70.9K +$3.39K +34 +5%
AF
112
Allworth Financial
California
$70.7K +$2.89K +29 +4%
Wells Fargo
113
Wells Fargo
California
$55.4K -$10.1K -101 -16%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$53.3K -$47.8K -479 -48%
IWP
115
IAG Wealth Partners
Wisconsin
$47K – – –
WP
116
WealthShield Partners
North Carolina
$40.2K – – –
HI
117
Harbour Investments
Wisconsin
$35K +$100 +1 +0.3%
SWM
118
Spire Wealth Management
Virginia
$22.6K +$898 +9 +4%
CTWM
119
Cherry Tree Wealth Management
Minnesota
$21.5K +$20.8K +208 New
WB
120
Webster Bank
Connecticut
$19.9K – – –
FCAS
121
First Command Advisory Services
Texas
$18K -$499 -5 -3%
SIS
122
Sound Income Strategies
Florida
$17.8K – – –
JFA
123
JNBA Financial Advisors
Minnesota
$14.1K – – –
EWA
124
EverSource Wealth Advisors
Alabama
$13.3K – – –
VAMG
125
Voisard Asset Management Group
Michigan
$12.4K +$12K +120 New
2 3 4
5
6

BBUS Hedge Fund Activity: Q3 2024 in Review

134 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2024, worth a combined $1.91B — up 35% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBUS positions and 11 closed out — a net gain of 12 holders — while 76 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.8M. The largest seller was Strategic Financial Concepts, cutting an estimated $25.3M.

  • 134 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $1.91B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.8M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.