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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
JFA
151
JNBA Financial Advisors
Minnesota
$13.7K
EWA
152
EverSource Wealth Advisors
Alabama
$13K
AWM
153
AE Wealth Management
Kansas
$12K +$12.7K +119 New
WCM
154
WealthTrak Capital Management
Virginia
$11.5K -$106 -1 -0.9%
RAM
155
Riggs Asset Management
Pennsylvania
$11.2K
CA
156
CoreCap Advisors
Michigan
$8.78K
SS
157
SBI Securities
Japan
$8.37K +$8.72K +82 +8,200%
William Blair & Company
158
William Blair & Company
Illinois
$6.05K
BOJHT
159
Bank of Jackson Hole Trust
Wyoming
$3.54K
RIL
160
Rothschild Investment LLC
Illinois
$2.22K
SIC
161
Salem Investment Counselors
North Carolina
$1.41K
Russell Investments Group
162
Russell Investments Group
United Kingdom
$1.01K +$1.06K +10 New
HHGA
163
Halbert Hargrove Global Advisors
California
$909 +$106 +1 +13%
UBS Group
164
UBS Group
Switzerland
$605 -$56.1K -528 -99%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
-$12.7M -119,690 Closed
Two Sigma Investments
166
Two Sigma Investments
New York
-$12.2M -114,900 Closed
CFGS
167
Concourse Financial Group Securities
Alabama
-$1.65M -15,048 Closed
Jane Street
168
Jane Street
New York
-$1.1M -10,389 Closed
IAA
169
Independent Advisor Alliance
North Carolina
-$472K -4,460 Closed
JC
170
JB Capital
Connecticut
-$334K -3,150 Closed
Northern Trust
171
Northern Trust
Illinois
-$320K -3,022 Closed
ZIM
172
Zacks Investment Management
Illinois
-$311K -2,934 Closed
CSP
173
Cary Street Partners
Virginia
-$107K -1,013 Closed
PWA
174
Principia Wealth Advisory
Texas
-$40.6K -383 Closed
Wells Fargo
175
Wells Fargo
California
-$25.8K -244 Closed

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.