We are live on ! Find out more
BBUS icon

JPMorgan BetaBuilders US Equity ETF

220 hedge funds and large institutions have $3.65B invested in JPMorgan BetaBuilders US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 46

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

2% more funds holding

Funds holding: 216220 (+4)

4.15% less ownership

Funds ownership: 57.27%53.12% (-4.2%)

5% less capital invested

Capital invested by funds: $3.86B → $3.65B (-$202M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.71%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
31
Increased
108
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$1.23M +$757K +6,176 +143%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$1.21M -$27.4K -223 -2%
FNWM
103
Financial Network Wealth Management
Utah
$1.18M +$28.9K +236 +2%
KWA
104
Kingswood Wealth Advisors
California
$1.15M -$79.7K -650 -6%
PTC
105
Private Trust Company
Ohio
$1.14M +$37.7K +307 +3%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$1.05M +$200K +1,627 +22%
TWM
107
Tripletail Wealth Management
Florida
$1.02M +$1.06M +8,668 New
DWP
108
Daymark Wealth Partners
Ohio
$974K +$510K +4,162 +100%
WTC
109
WhitTier Trust Company
Nevada
$971K +$48.9K +399 +5%
RFS
110
Richardson Financial Services
Massachusetts
$933K -$10.2K -83 -1%
ATC
111
Adirondack Trust Company
New York
$903K +$157K +1,281 +20%
GAG
112
Goodman Advisory Group
Massachusetts
$868K +$336K +2,741 +59%
BWM
113
BAM Wealth Management
Colorado
$834K -$23.3K -190 -3%
KAS
114
Kestra Advisory Services
Texas
$827K +$568K +4,632 +191%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$824K -$370K -3,014 -30%
PGF
116
Plan Group Financial
Oklahoma
$802K +$13.7K +112 +2%
KFAS
117
Keating Financial Advisory Services
Kansas
$760K
VAI
118
Vanguard Advisers Inc
Pennsylvania
$750K +$785K +6,402 New
WIA
119
World Investment Advisors
California
$731K +$41.5K +338 +6%
ACA
120
Ascension Capital Advisors
Texas
$723K +$757K +6,170 New
Stifel Financial
121
Stifel Financial
Missouri
$718K +$49.4K +403 +7%
KPWG
122
KFA Private Wealth Group
Virginia
$697K +$350K +2,851 +92%
SWP
123
Semus Wealth Partners
Florida
$656K +$21.2K +173 +3%
IFG
124
Independent Financial Group
California
$653K +$185K +1,506 +37%
SP
125
Sequent Planning
Nebraska
$642K +$154K +1,258 +30%