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JPMorgan BetaBuilders US Equity ETF

185 hedge funds and large institutions have $3.11B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

65% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 51

10% more capital invested

Capital invested by funds: $2.82B → $3.11B (+$283M)

7% more funds holding

Funds holding: 173185 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.41% less ownership

Funds ownership: 56.33%55.91% (-0.41%)

Holders
185
Holders Change
+12
Holders Change %
+6.94%
% of All Funds
2.43%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
28
Increased
84
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
151
Frederick Financial Consultants
Maryland
$212K -$15.3K -132 -7%
Betterment LLC
152
Betterment LLC
New York
$203K -$42.2K -363 -18%
PIA
153
Perennial Investment Advisors
California
$200K +$193K +1,658 New
AA
154
Ancora Advisors
Ohio
$194K
SWM
155
Spire Wealth Management
Virginia
$164K +$13.9K +120 +10%
Comerica Bank
156
Comerica Bank
Texas
$155K +$2.67K +23 +2%
TWM
157
Tripletail Wealth Management
Florida
$135K +$128K +1,106 New
CSP
158
Cary Street Partners
Virginia
$133K +$128K +1,103 New
LFA
159
LGT Financial Advisors
Texas
$122K +$14.3K +123 +14%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$108K +$3.25K +28 +3%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$103K -$10.3K -89 -9%
AF
162
Allworth Financial
California
$82.1K -$16.4K -141 -17%
RF
163
Rossby Financial
Florida
$75.7K
William Blair & Company
164
William Blair & Company
Illinois
$56.3K
WP
165
WealthShield Partners
North Carolina
$46.8K
US Bancorp
166
US Bancorp
Minnesota
$42.7K +$41.1K +354 New
HI
167
Harbour Investments
Wisconsin
$40.9K
UBS Group
168
UBS Group
Switzerland
$39.8K +$26K +224 +211%
SAM
169
Smartleaf Asset Management
Massachusetts
$34.3K
FLFS
170
Family Legacy Financial Solutions
North Carolina
$28.7K -$465 -4 -2%
WB
171
Webster Bank
Connecticut
$23.2K
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$23K +$116 +1 +0.5%
SS
173
SBI Securities
Japan
$21.1K +$4.99K +43 +33%
SIS
174
Sound Income Strategies
Florida
$20.9K
CTWM
175
Cherry Tree Wealth Management
Minnesota
$20K -$4.88K -42 -20%