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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
SVWG
151
Shared Vision Wealth Group
United States
$339K -$1.59K -13 -0.4%
BPA
152
Beacon Pointe Advisors
California
$316K
AIC
153
Archer Investment Corporation
Indiana
$315K
TA
154
TFB Advisors
Kansas
$311K -$864K -7,041 -73%
SA
155
Sanctuary Advisors
Indiana
$299K -$75.6K -616 -19%
FA
156
Flagstar Advisors
New York
$282K
AAS
157
Ameritas Advisory Services
Nebraska
$277K +$2.08K +17 +0.7%
ACM
158
Absolute Capital Management
Pennsylvania
$276K -$46.6K -380 -14%
CL
159
CPWA LLC
Oregon
$263K +$242K +1,977 New
Principal Financial Group
160
Principal Financial Group
Iowa
$262K -$721K -5,877 -72%
WG
161
Welch Group
Alabama
$261K
GC
162
Grimes & Company
Massachusetts
$260K +$613 +5 +0.2%
FA
163
Fortis Advisors
Pennsylvania
$242K +$613 +5 +0.2%
HA
164
Herold Advisors
New York
$234K
CIA
165
Concurrent Investment Advisors
Florida
$234K
OHWP
166
Oak Harbor Wealth Partners
North Carolina
$233K +$129K +1,055 +113%
Goldman Sachs
167
Goldman Sachs
New York
$232K -$6.31M -51,450 -96%
JC
168
JB Capital
Connecticut
$232K +$613 +5 +0.3%
WDL
169
Well Done LLC
Michigan
$228K
Wells Fargo
170
Wells Fargo
California
$221K +$2.94K +24 +1%
SC
171
Savant Capital
Illinois
$216K +$226K +1,845 New
P
172
&Partners
Tennessee
$207K +$10.7K +87 +5%
TIM
173
Total Investment Management
Arizona
$207K
FFC
174
Frederick Financial Consultants
Maryland
$202K -$3.56K -29 -2%
ICMM
175
Integrated Capital Management (Michigan)
Michigan
$201K +$211K +1,718 New