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JPMorgan BetaBuilders US Equity ETF

173 hedge funds and large institutions have $2.82B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 58

15% more capital invested

Capital invested by funds: $2.45B → $2.82B (+$372M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5% more funds holding

Funds holding: 164173 (+9)

2.79% less ownership

Funds ownership: 59.12%56.33% (-2.8%)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.28%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
24
Increased
71
Reduced
58
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Smartleaf Asset Management
Massachusetts
$31.7K +$29.5K +285 New
CA
152
CoreCap Advisors
Michigan
$30K +$18.7K +181 +208%
FLFS
153
Family Legacy Financial Solutions
North Carolina
$27.1K +$25K +242 New
CTWM
154
Cherry Tree Wealth Management
Minnesota
$23.3K
WB
155
Webster Bank
Connecticut
$21.5K
AAS
156
Ameritas Advisory Services
Nebraska
$21.4K +$19.8K +191 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$21.3K -$232K -2,240 -92%
SIS
158
Sound Income Strategies
Florida
$19.3K
JFA
159
JNBA Financial Advisors
Minnesota
$15.2K
SS
160
SBI Securities
Japan
$14.8K +$5.07K +49 +59%
EWA
161
EverSource Wealth Advisors
Alabama
$14.5K
RAM
162
Riggs Asset Management
Pennsylvania
$12.4K
UBS Group
163
UBS Group
Switzerland
$11.9K +$10.3K +100 +1,667%
WCM
164
WealthTrak Capital Management
Virginia
$7.05K -$5.27K -51 -45%
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.6K +$5.17K +50 New
AWM
166
AE Wealth Management
Kansas
$4.81K -$7.86K -76 -64%
BOJHT
167
Bank of Jackson Hole Trust
Wyoming
$3.69K
RIL
168
Rothschild Investment LLC
Illinois
$2.46K
SIC
169
Salem Investment Counselors
North Carolina
$1.57K
Russell Investments Group
170
Russell Investments Group
United Kingdom
$1.12K
CFD
171
Creative Financial Designs
Indiana
$1.01K +$931 +9 New
PA
172
Pineridge Advisors
Missouri
$1.01K +$931 +9 New
HHGA
173
Halbert Hargrove Global Advisors
California
$896 -$103 -1 -11%
TC
174
TownSquare Capital
Utah
-$4.8M -47,543 Closed
HWA
175
HMV Wealth Advisors
Louisiana
-$1.87M -18,551 Closed

BBUS Hedge Fund Activity: Q2 2025 in Review

173 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2025, worth a combined $2.82B — up 15% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BBUS positions and 13 closed out — a net gain of 11 holders — while 71 added to existing stakes and 58 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $73M.

  • 173 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2025, up from 164 in Q1 2025.
  • Funds reported $2.82B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 24 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $153M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2025 was JP Morgan Chase, an estimated $73M sold.

Based on aggregated 13F filings for Q2 2025.