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JPMorgan BetaBuilders US Equity ETF

220 hedge funds and large institutions have $3.65B invested in JPMorgan BetaBuilders US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 108 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 46

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

2% more funds holding

Funds holding: 216220 (+4)

4.15% less ownership

Funds ownership: 57.27%53.12% (-4.2%)

5% less capital invested

Capital invested by funds: $3.86B → $3.65B (-$202M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.71%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
31
Increased
108
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
126
WealthPlan Investment Management
Nebraska
$638K
UBS Group
127
UBS Group
Switzerland
$635K +$665K +5,422 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$619K -$21K -171 -3%
HF
129
HRT Financial
New York
$618K +$647K +5,274 New
Mariner
130
Mariner
Kansas
$609K +$365K +2,976 +134%
NJIM
131
Nabity-Jensen Investment Management
Nebraska
$601K
CSP
132
Cary Street Partners
Virginia
$589K +$492K +4,015 +396%
PW
133
Paladin Wealth
Minnesota
$587K +$139K +1,135 +29%
ACM
134
Advisors Capital Management
New Jersey
$565K
MA
135
Mutual Advisors
Nebraska
$552K
KFS
136
Kelly Financial Services
Massachusetts
$546K +$64.9K +529 +13%
SF
137
Summit Financial
New Jersey
$528K +$552K +4,504 New
CAG
138
Csenge Advisory Group
Florida
$514K +$9.69K +79 +2%
CIAS
139
Capital Investment Advisory Services
North Carolina
$507K +$24.2K +197 +5%
MCA
140
Magnolia Capital Advisors
Mississippi
$497K +$520K +4,242 New
Bank of New York Mellon
141
Bank of New York Mellon
New York
$492K +$115K +937 +29%
OL
142
Owen LaRue
Kentucky
$483K -$73K -595 -13%
IAA
143
Independent Advisor Alliance
North Carolina
$466K +$488K +3,980 New
BFA
144
Brown Financial Advisors
Ohio
$447K +$148K +1,205 +46%
SG
145
StoneX Group
New York
$433K +$453K +3,695 New
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$419K +$219K +1,786 +100%
BFWM
147
Bright Futures Wealth Management
New York
$412K +$432K +3,520 New
GF
148
GGM Financials
Ohio
$363K -$132K -1,074 -26%
BCM
149
Brookstone Capital Management
Illinois
$362K -$49.7K -405 -12%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$349K -$11.7K -95 -3%