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JPMorgan BetaBuilders US Equity ETF

153 hedge funds and large institutions have $1.93B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

14% more funds holding

Funds holding: 134153 (+19)

1% more capital invested

Capital invested by funds: $1.91B → $1.93B (+$18.5M)

3.18% less ownership

Funds ownership: 48.88%45.71% (-3.2%)

Holders
153
Holders Change
+19
Holders Change %
+14.18%
% of All Funds
2.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
34
Increased
72
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthShield Partners
North Carolina
$41.1K
PWA
127
Principia Wealth Advisory
Texas
$40.6K +$40.8K +383 New
AG
128
AmeriFlex Group
Nevada
$36.3K +$35.5K +333 New
HI
129
Harbour Investments
Wisconsin
$35.8K
Jones Financial Companies
130
Jones Financial Companies
Missouri
$35.5K +$35.7K +335 New
Wells Fargo
131
Wells Fargo
California
$25.8K -$31K -291 -54%
SWM
132
Spire Wealth Management
Virginia
$22.8K -$320 -3 -1%
CTWM
133
Cherry Tree Wealth Management
Minnesota
$22K
WB
134
Webster Bank
Connecticut
$20.3K
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$20.2K +$18.5K +174 +1,160%
DWM
136
Darwin Wealth Management
Florida
$18.6K +$18.8K +176 New
FCAS
137
First Command Advisory Services
Texas
$18.4K
SIS
138
Sound Income Strategies
Florida
$18.2K
TRCT
139
Tower Research Capital (TRC)
New York
$16.5K +$16.6K +156 New
JFA
140
JNBA Financial Advisors
Minnesota
$14.4K
EWA
141
EverSource Wealth Advisors
Alabama
$13.6K +$107 +1 +0.8%
WCM
142
WealthTrak Capital Management
Virginia
$12.2K +$12.3K +115 New
RAM
143
Riggs Asset Management
Pennsylvania
$11.8K
SIM
144
Synergy Investment Management
Florida
$11.5K +$11.6K +109 New
CA
145
CoreCap Advisors
Michigan
$9.21K +$9.27K +87 New
NA
146
NewEdge Advisors
Louisiana
$8.26K
William Blair & Company
147
William Blair & Company
Illinois
$6.36K
WWP
148
WR Wealth Planners
Missouri
$5.93K
BOJHT
149
Bank of Jackson Hole Trust
Wyoming
$3.5K +$3.52K +33 New
RIL
150
Rothschild Investment LLC
Illinois
$2.33K +$2.34K +22 New

BBUS Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2024, worth a combined $1.93B — up 0.97% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BBUS positions and 10 closed out — a net gain of 24 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, opening a new position worth an estimated $49.3M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $261M sold.

  • 153 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $1.93B of JPMorgan BetaBuilders US Equity ETF stock for Q4 2024, up 0.97% quarter-over-quarter.
  • 34 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2024 and 10 closed out, a net change of +24 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2024 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $49.3M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2024.