We are live on ! Find out more
BBUS icon

JPMorgan BetaBuilders US Equity ETF

134 hedge funds and large institutions have $1.91B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $1.42B → $1.91B (+$494M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 123134 (+11)

6.96% more ownership

Funds ownership: 41.92%48.88% (+7%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
76
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
126
Pinnacle Bancorp
Nebraska
$11.7K +$11.3K +113 New
RAM
127
Riggs Asset Management
Pennsylvania
$11.5K
NA
128
NewEdge Advisors
Louisiana
$8.08K +$7.78K +78 New
HFS
129
Hantz Financial Services
Michigan
$8K +$7.78K +78 New
William Blair & Company
130
William Blair & Company
Illinois
$6.21K -$21.9K -220 -79%
WWP
131
WR Wealth Planners
Missouri
$5.8K +$5.59K +56 New
GSEP
132
Golden State Equity Partners
California
$2.69K +$2.59K +26 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$1.55K +$1.5K +15 New
SIC
134
Salem Investment Counselors
North Carolina
$1.45K
GS
135
GTS Securities
New York
-$1.9M -19,344 Closed
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
-$1.62M -16,576 Closed
TRCT
137
Tower Research Capital (TRC)
New York
-$863K -8,792 Closed
AA
138
Ancora Advisors
Ohio
-$158K -1,609 Closed
KFS
139
Kelly Financial Services
Massachusetts
-$31.4K -320 Closed
UB
140
UMB Bank
Missouri
-$29.4K -300 Closed
TAM
141
Tucker Asset Management
Colorado
-$12K -122 Closed
DJSG
142
D.J. St. Germain
Massachusetts
-$9.03K -92 Closed
FHA
143
First Horizon Advisors
Tennessee
-$5K -51 Closed
EW
144
Element Wealth
Mississippi
-$3.04K -31 Closed
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
-$2.65K -27 Closed

BBUS Hedge Fund Activity: Q3 2024 in Review

134 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2024, worth a combined $1.91B — up 35% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBUS positions and 11 closed out — a net gain of 12 holders — while 76 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.8M. The largest seller was Strategic Financial Concepts, cutting an estimated $25.3M.

  • 134 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $1.91B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.8M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.