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JPMorgan BetaBuilders US Equity ETF

153 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

14% more funds holding

Funds holding: 134153 (+19)

1% more capital invested

Capital invested by funds: $1.91B → $1.93B (+$18.5M)

3.18% less ownership

Funds ownership: 48.88%45.71% (-3.2%)

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
34
Increased
72
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
101
Northern Trust
Illinois
$320K
ZIM
102
Zacks Investment Management
Illinois
$311K -$5.97K -56 -2%
MWM
103
Mascagni Wealth Management
Mississippi
$306K +$323K +3,031 New
KAS
104
Kestra Advisory Services
Texas
$279K +$46.9K +440 +20%
SVWG
105
Shared Vision Wealth Group
United States
$274K -$8.95K -84 -3%
AIC
106
Archer Investment Corporation
Indiana
$257K +$1.39K +13 +0.5%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$244K +$107 +1 +0%
FA
108
Flagstar Advisors
New York
$242K +$1.71K +16 +0.7%
WG
109
Welch Group
Alabama
$237K
GC
110
Grimes & Company
Massachusetts
$232K +$233K +2,188 New
Mariner
111
Mariner
Kansas
$223K +$224K +2,103 New
HA
112
Herold Advisors
New York
$212K
MC
113
Moors & Cabot
Massachusetts
$210K
GSWM
114
Golden State Wealth Management
California
$186K +$187K +1,759 New
AA
115
Ancora Advisors
Ohio
$170K +$171K +1,609 New
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$166K +$58.5K +549 +54%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$156K +$103K +962 +187%
Comerica Bank
118
Comerica Bank
Texas
$134K
RI
119
Ridgewood Investments
New Jersey
$122K
CSP
120
Cary Street Partners
Virginia
$107K +$108K +1,013 New
LFA
121
LGT Financial Advisors
Texas
$89.5K +$17.2K +161 +24%
AF
122
Allworth Financial
California
$74.6K -$213 -2 -0.3%
UBS Group
123
UBS Group
Switzerland
$56.6K -$60K -563 -51%
ATC
124
Adirondack Trust Company
New York
$54.6K +$55K +516 New
IWP
125
IAG Wealth Partners
Wisconsin
$48.6K +$533 +5 +1%

BBUS Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2024, worth a combined $1.93B — up 0.97% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BBUS positions and 10 closed out — a net gain of 24 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, opening a new position worth an estimated $49.3M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $261M sold.

  • 153 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.93B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2024, up 0.97% quarter-over-quarter.
  • 34 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2024 and 10 closed out, a net change of +24 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2024 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $49.3M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2024.