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JPMorgan BetaBuilders US Equity ETF

216 hedge funds and large institutions have $3.86B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

24% more capital invested

Capital invested by funds: $3.11B → $3.86B (+$750M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

17% more funds holding

Funds holding: 185216 (+31)

1.36% more ownership

Funds ownership: 55.91%57.27% (+1.4%)

Holders
216
Holders Change
+31
Holders Change %
+16.76%
% of All Funds
2.63%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
43
Increased
95
Reduced
50
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
126
Sequent Planning
Nebraska
$521K +$239K +1,952 +86%
AWA
127
Arkadios Wealth Advisors
Georgia
$521K -$82.7K -676 -14%
GF
128
GGM Financials
Ohio
$514K -$18.2K -149 -3%
DWP
129
Daymark Wealth Partners
Ohio
$511K +$508K +4,147 New
KFS
130
Kelly Financial Services
Massachusetts
$510K +$245 +2 +0%
CIAS
131
Capital Investment Advisory Services
North Carolina
$510K +$44.2K +361 +10%
IFG
132
Independent Financial Group
California
$501K +$498K +4,067 New
YIH
133
Y-Intercept (HK)
Hong Kong
$497K -$99.4K -812 -17%
PW
134
Paladin Wealth
Minnesota
$478K +$20.7K +169 +5%
BCM
135
Brookstone Capital Management
Illinois
$431K +$27.8K +227 +7%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$402K +$62.2K +508 +18%
SA
137
Sanctuary Advisors
Indiana
$391K +$388K +3,169 New
KPWG
138
KFA Private Wealth Group
Virginia
$382K +$116K +951 +44%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$379K +$272K +2,225 +261%
SVWG
140
Shared Vision Wealth Group
United States
$364K -$48.3K -395 -12%
ACM
141
Absolute Capital Management
Pennsylvania
$337K +$15.2K +124 +5%
BPA
142
Beacon Pointe Advisors
California
$332K
AIC
143
Archer Investment Corporation
Indiana
$332K
BFA
144
Brown Financial Advisors
Ohio
$322K -$6.61K -54 -2%
KAS
145
Kestra Advisory Services
Texas
$299K +$490 +4 +0.2%
FA
146
Flagstar Advisors
New York
$296K +$11K +90 +4%
AAS
147
Ameritas Advisory Services
Nebraska
$290K +$287K +2,349 New
GS
148
GTS Securities
New York
$288K -$3.45M -28,231 -92%
IWM
149
IHT Wealth Management
Illinois
$279K -$3.18K -26 -1%
WG
150
Welch Group
Alabama
$275K