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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

133 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, 75 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+11
Holders Change %
+9.02%
% 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
75
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.8M
2
LPL Financial
LPL Financial
California
+$55.5M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$55.2M
4
KIG
Kowal Investment Group
Wisconsin
+$51.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$26.2M
2
JCM
Jacobi Capital Management
Pennsylvania
-$2.06M
3
GS
GTS Securities
New York
-$1.9M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.62M
5
TRCT
Tower Research Capital (TRC)
New York
-$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
126
Riggs Asset Management
Pennsylvania
$11.5K – – –
NA
127
NewEdge Advisors
Louisiana
$8.08K +$8.08K +78 New
HFS
128
Hantz Financial Services
Michigan
$8K +$8K +78 New
William Blair & Company
129
William Blair & Company
Illinois
$6.22K -$22.8K -220 -79%
WWP
130
WR Wealth Planners
Missouri
$5.8K +$5.8K +56 New
GSEP
131
Golden State Equity Partners
California
$2.69K +$2.69K +26 New
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$1.55K +$1.55K +15 New
SIC
133
Salem Investment Counselors
North Carolina
$1.45K – – –
GS
134
GTS Securities
New York
– -$1.9M -19,344 Closed
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
– -$1.62M -16,576 Closed
TRCT
136
Tower Research Capital (TRC)
New York
– -$863K -8,792 Closed
AA
137
Ancora Advisors
Ohio
– -$158K -1,609 Closed
KFS
138
Kelly Financial Services
Massachusetts
– -$31.4K -320 Closed
UB
139
UMB Bank
Missouri
– -$29.4K -300 Closed
TAM
140
Tucker Asset Management
Colorado
– -$12K -122 Closed
DJSG
141
D.J. St. Germain
Massachusetts
– -$9.03K -92 Closed
FHA
142
First Horizon Advisors
Tennessee
– -$5K -51 Closed
EW
143
Element Wealth
Mississippi
– -$3.04K -31 Closed
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
– -$2.65K -27 Closed
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