JPMorgan BetaBuilders US Equity ETF
BBUS
123 hedge funds and large institutions have $1.42B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 14 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 28
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
8% more funds holding
Funds holding: 114 → 123 (+9)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
12.36% less ownership
Funds ownership: 54.29% → 41.92% (-12%)
17% less capital invested
Capital invested by funds: $1.7B → $1.42B (-$285M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$40M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$23.4M |
| 3 |
Morgan Stanley
New York
|
+$14.3M |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$11.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$445M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.04M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$4.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.63M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$2.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
126
Security Financial Services
Fort Wayne,
Indiana
| – | -$1.88M | -19,912 | Closed |
|
|
AWM
127
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$1.19M | -12,634 | Closed |
|
|
NL
128
NWAM LLC
Mercer Island,
Washington
| – | -$1.07M | -11,417 | Closed |
|
129
Jane Street
New York
| – | -$802K | -8,490 | Closed |
|
|
ITB
130
Idaho Trust Bank
Boise,
Idaho
| – | -$649K | -6,876 | Closed |
|
|
WIA
131
World Investment Advisors
Santa Barbara,
California
| – | -$628K | -6,654 | Closed |
|
|
LNC
132
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$213K | -2,254 | Closed |
|
|
IGWM
133
ICA Group Wealth Management
Denver,
Colorado
| – | -$138K | -1,466 | Closed |
|
134
UBS Group
Zurich,
Switzerland
| – | -$96.3K | -1,020 | Closed |
|
|
T
135
Tidemark
San Diego,
California
| – | -$38.1K | -404 | Closed |
|
|
PCM
136
Penserra Capital Management
Orinda,
California
| – | -$7K | -82 | Closed |
|
|
CA
137
CoreCap Advisors
Southfield,
Michigan
| – | -$1.98K | -21 | Closed |
|
BBUS Hedge Fund Activity: Q2 2024 in Review
123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2024, worth a combined $1.42B — down 17% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BBUS positions and 14 closed out — a net gain of 11 holders — while 60 added to existing stakes and 28 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $40M. The largest seller was JP Morgan Chase, cutting an estimated $445M.
- 123 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2024, up from 114 in Q1 2024.
- Funds reported $1.42B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2024, down 17% quarter-over-quarter.
- 25 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2024 was Janney Montgomery Scott, an estimated $40M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $445M sold.
Based on aggregated 13F filings for Q2 2024.