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JPMorgan BetaBuilders US Equity ETF
BBUS

164 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, 73 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 35

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $1.93B → $2.45B (+$519M)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

13.41% more ownership

Funds ownership: 45.71% → 59.12% (+13%)

7% more funds holding

Funds holding: 153 → 164 (+11)

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
73
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$337M
2
Creative Planning
Creative Planning
Kansas
+$94.1M
3
GI
Gradient Investments
Minnesota
+$60M
4
LPL Financial
LPL Financial
California
+$43.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$25.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$17.3M
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
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
101
Renaissance Technologies
New York
$434K -$2.07M -19,500 -82%
KFS
102
Kelly Financial Services
Massachusetts
$403K +$69.5K +654 +20%
MA
103
Mutual Advisors
Nebraska
$402K – – –
AWS
104
Atria Wealth Solutions
New York
$346K -$258K -2,425 -41%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$331K -$13.9K -131 -4%
Empower Advisory Group
106
Empower Advisory Group
Colorado
$320K +$337K +3,172 New
FA
107
Fortis Advisors
Pennsylvania
$311K -$44.8K -421 -12%
MWM
108
Mascagni Wealth Management
Mississippi
$306K – – –
SVWG
109
Shared Vision Wealth Group
United States
$305K +$46K +433 +17%
FA
110
Flagstar Advisors
New York
$303K +$76.3K +718 +31%
TRCT
111
Tower Research Capital (TRC)
New York
$297K +$296K +2,786 +1,786%
CIAS
112
Capital Investment Advisory Services
North Carolina
$281K +$297K +2,789 New
Mariner
113
Mariner
Kansas
$274K +$64.9K +610 +29%
BPA
114
Beacon Pointe Advisors
California
$272K +$286K +2,693 New
AIC
115
Archer Investment Corporation
Indiana
$245K – – –
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$245K +$258K +2,430 New
ATC
117
Adirondack Trust Company
New York
$236K +$194K +1,826 +354%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$232K -$213 -2 -0.1%
HPM
119
Hoxton Planning & Management
West Virginia
$230K +$243K +2,283 New
ACM
120
Absolute Capital Management
Pennsylvania
$223K +$235K +2,214 New
WG
121
Welch Group
Alabama
$223K – – –
GC
122
Grimes & Company
Massachusetts
$221K +$638 +6 +0.3%
KAS
123
Kestra Advisory Services
Texas
$219K -$49.2K -463 -18%
GSWM
124
Golden State Wealth Management
California
$219K +$44K +414 +24%
SFA
125
Sequoia Financial Advisors
Ohio
$214K +$226K +2,121 New
3 4
5
6 7

BBUS Hedge Fund Activity: Q1 2025 in Review

164 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2025, worth a combined $2.45B — up 27% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BBUS positions and 13 closed out — a net gain of 14 holders — while 73 added to existing stakes and 35 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $337M. The largest seller was Raymond James Financial, cutting an estimated $25.4M.

  • 164 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2025, up from 153 in Q4 2024.
  • Funds reported $2.45B of JPMorgan BetaBuilders US Equity ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 27 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2025 and 13 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $337M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2025 was Raymond James Financial, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2025.