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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

163 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
27
Increased
72
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$320M
2
Creative Planning
Creative Planning
Kansas
+$89.3M
3
GI
Gradient Investments
Minnesota
+$56.9M
4
LPL Financial
LPL Financial
California
+$41.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.2M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$24.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.2M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
101
Kelly Financial Services
Massachusetts
$403K +$66K +654 +20%
MA
102
Mutual Advisors
Nebraska
$402K – – –
AWS
103
Atria Wealth Solutions
New York
$346K -$245K -2,425 -41%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$331K -$13.2K -131 -4%
Empower Advisory Group
105
Empower Advisory Group
Colorado
$320K +$320K +3,172 New
FA
106
Fortis Advisors
Pennsylvania
$311K -$42.5K -421 -12%
MWM
107
Mascagni Wealth Management
Mississippi
$306K – – –
SVWG
108
Shared Vision Wealth Group
United States
$305K +$43.7K +433 +17%
FA
109
Flagstar Advisors
New York
$303K +$72.4K +718 +31%
TRCT
110
Tower Research Capital (TRC)
New York
$297K +$281K +2,786 +1,786%
CIAS
111
Capital Investment Advisory Services
North Carolina
$281K +$281K +2,789 New
Mariner
112
Mariner
Kansas
$274K +$61.5K +610 +29%
BPA
113
Beacon Pointe Advisors
California
$272K +$272K +2,693 New
AIC
114
Archer Investment Corporation
Indiana
$245K – – –
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$245K +$245K +2,430 New
ATC
116
Adirondack Trust Company
New York
$236K +$184K +1,826 +354%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$232K -$202 -2 -0.1%
HPM
118
Hoxton Planning & Management
West Virginia
$230K +$230K +2,283 New
ACM
119
Absolute Capital Management
Pennsylvania
$223K +$223K +2,214 New
WG
120
Welch Group
Alabama
$223K – – –
GC
121
Grimes & Company
Massachusetts
$221K +$605 +6 +0.3%
KAS
122
Kestra Advisory Services
Texas
$219K -$46.7K -463 -18%
GSWM
123
Golden State Wealth Management
California
$219K +$41.8K +414 +24%
SFA
124
Sequoia Financial Advisors
Ohio
$214K +$214K +2,121 New
PCIA
125
Prime Capital Investment Advisors
Kansas
$211K +$211K +2,094 New
3 4
5
6 7