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JPMorgan BetaBuilders US Equity ETF

216 hedge funds and large institutions have $3.86B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

24% more capital invested

Capital invested by funds: $3.11B → $3.86B (+$750M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 185216 (+31)

1.36% more ownership

Funds ownership: 55.91%57.27% (+1.4%)

Holders
216
Holders Change
+31
Holders Change %
+16.76%
% of All Funds
2.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
43
Increased
95
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
101
Renaissance Technologies
New York
$1.01M -$1.09M -8,900 -52%
Principal Financial Group
102
Principal Financial Group
Iowa
$1M +$993K +8,112 New
RFS
103
Richardson Financial Services
Massachusetts
$992K +$66.8K +546 +7%
HPM
104
Hoxton Planning & Management
West Virginia
$978K -$44.9K -367 -4%
WTC
105
WhitTier Trust Company
Nevada
$972K +$71.1K +581 +8%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$904K +$40.3K +329 +5%
BWM
107
BAM Wealth Management
Colorado
$901K -$61.7K -504 -6%
PGF
108
Plan Group Financial
Oklahoma
$831K +$230K +1,879 +39%
KFAS
109
Keating Financial Advisory Services
Kansas
$800K +$794K +6,484 New
ATC
110
Adirondack Trust Company
New York
$792K +$222K +1,810 +39%
Vanguard Group
111
Vanguard Group
Pennsylvania
$790K +$75.5K +617 +11%
EWA
112
Emergent Wealth Advisors
New York
$740K -$40.4K -330 -5%
WIA
113
World Investment Advisors
California
$728K +$253K +2,064 +54%
SHWA
114
Safe Harbor Wealth Advisors
Ohio
$719K +$717K +5,858 New
Stifel Financial
115
Stifel Financial
Missouri
$706K +$700K +5,724 New
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$677K -$38.2K -312 -5%
WIM
117
WealthPlan Investment Management
Nebraska
$671K -$2.43M -19,839 -78%
SWP
118
Semus Wealth Partners
Florida
$669K -$68.4K -559 -9%
NJIM
119
Nabity-Jensen Investment Management
Nebraska
$633K
ACM
120
Advisors Capital Management
New Jersey
$594K
OL
121
Owen LaRue
Kentucky
$582K -$61.1K -499 -10%
MA
122
Mutual Advisors
Nebraska
$581K
GAG
123
Goodman Advisory Group
Massachusetts
$576K -$49.2K -402 -8%
OIA
124
OneDigital Investment Advisors
Kansas
$533K +$529K +4,326 New
CAG
125
Csenge Advisory Group
Florida
$531K +$90.8K +742 +21%