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JPMorgan BetaBuilders US Equity ETF

164 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 35

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $1.93B → $2.45B (+$519M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13.41% more ownership

Funds ownership: 45.71%59.12% (+13%)

7% more funds holding

Funds holding: 153164 (+11)

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
73
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
126
Prime Capital Investment Advisors
Kansas
$211K +$223K +2,094 New
NP
127
NorthRock Partners
Minnesota
$206K +$217K +2,040 New
HA
128
Herold Advisors
New York
$202K
MC
129
Moors & Cabot
Massachusetts
$200K
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$185K +$27.9K +262 +17%
AA
131
Ancora Advisors
Ohio
$162K
Comerica Bank
132
Comerica Bank
Texas
$130K +$2.02K +19 +1%
RI
133
Ridgewood Investments
New Jersey
$116K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$98.5K -$53.3K -501 -34%
LFA
135
LGT Financial Advisors
Texas
$89.3K +$4.36K +41 +5%
AF
136
Allworth Financial
California
$67.2K
RF
137
Rossby Financial
Florida
$62.2K +$66.5K +625 New
NEWAS
138
N.E.W. Advisory Services
Wisconsin
$60.5K +$63.8K +600 New
IWP
139
IAG Wealth Partners
Wisconsin
$46.3K
NA
140
NewEdge Advisors
Louisiana
$44.3K +$38.4K +361 +463%
SWM
141
Spire Wealth Management
Virginia
$43.1K +$22.5K +212 +99%
WP
142
WealthShield Partners
North Carolina
$39.1K
HI
143
Harbour Investments
Wisconsin
$34.1K
AG
144
AmeriFlex Group
Nevada
$33.6K
CTWM
145
Cherry Tree Wealth Management
Minnesota
$21K
Jones Financial Companies
146
Jones Financial Companies
Missouri
$20.8K -$13.6K -128 -38%
WB
147
Webster Bank
Connecticut
$19.4K
DWM
148
Darwin Wealth Management
Florida
$18.6K
SIS
149
Sound Income Strategies
Florida
$17.4K
SIM
150
Synergy Investment Management
Florida
$14.7K +$3.93K +37 +34%

BBUS Hedge Fund Activity: Q1 2025 in Review

164 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2025, worth a combined $2.45B — up 27% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BBUS positions and 13 closed out — a net gain of 14 holders — while 73 added to existing stakes and 35 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $337M. The largest seller was Raymond James Financial, cutting an estimated $25.4M.

  • 164 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2025, up from 153 in Q4 2024.
  • Funds reported $2.45B of JPMorgan BetaBuilders US Equity ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 27 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2025 and 13 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $337M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2025 was Raymond James Financial, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2025.