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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

163 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, 72 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.21%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
27
Increased
72
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$320M
2
Creative Planning
Creative Planning
Kansas
+$89.3M
3
GI
Gradient Investments
Minnesota
+$56.9M
4
LPL Financial
LPL Financial
California
+$41.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.2M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$24.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.2M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
126
NorthRock Partners
Minnesota
$206K +$206K +2,040 New
HA
127
Herold Advisors
New York
$202K – – –
MC
128
Moors & Cabot
Massachusetts
$200K – – –
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$185K +$26.4K +262 +17%
AA
130
Ancora Advisors
Ohio
$162K – – –
Comerica Bank
131
Comerica Bank
Texas
$130K +$1.92K +19 +1%
RI
132
Ridgewood Investments
New Jersey
$116K – – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$98.5K -$50.5K -501 -34%
LFA
134
LGT Financial Advisors
Texas
$89.3K +$4.13K +41 +5%
AF
135
Allworth Financial
California
$67.2K – – –
RF
136
Rossby Financial
Florida
$62.2K +$62.2K +625 New
NEWAS
137
N.E.W. Advisory Services
Wisconsin
$60.5K +$60.5K +600 New
IWP
138
IAG Wealth Partners
Wisconsin
$46.3K – – –
NA
139
NewEdge Advisors
Louisiana
$44.3K +$36.4K +361 +463%
SWM
140
Spire Wealth Management
Virginia
$43.1K +$21.4K +212 +99%
WP
141
WealthShield Partners
North Carolina
$39.1K – – –
HI
142
Harbour Investments
Wisconsin
$34.1K – – –
AG
143
AmeriFlex Group
Nevada
$33.6K – – –
CTWM
144
Cherry Tree Wealth Management
Minnesota
$21K – – –
Jones Financial Companies
145
Jones Financial Companies
Missouri
$20.8K -$12.8K -128 -38%
WB
146
Webster Bank
Connecticut
$19.4K – – –
DWM
147
Darwin Wealth Management
Florida
$18.6K – – –
SIS
148
Sound Income Strategies
Florida
$17.4K – – –
SIM
149
Synergy Investment Management
Florida
$14.7K +$3.73K +37 +34%
JFA
150
JNBA Financial Advisors
Minnesota
$13.7K – – –
4 5
6
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