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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
BFP
176
Birchwood Financial Partners
Minnesota
$198K +$491 +4 +0.2%
AA
177
Ancora Advisors
Ohio
$189K
SWM
178
Spire Wealth Management
Virginia
$172K +$23.3K +190 +15%
RFP
179
Root Financial Partners
California
$166K +$174K +1,418 New
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$152K +$159K +1,297 New
IAIM
181
International Assets Investment Management
Florida
$152K
CAL
182
Capital Analysts LLC
Pennsylvania
$148K +$145K +1,181 +1,423%
BlackRock
183
BlackRock
New York
$134K +$140K +1,143 New
TFA
184
Transamerica Financial Advisors
Florida
$114K -$97.8K -797 -45%
LFA
185
LGT Financial Advisors
Texas
$92.4K +$5.4K +44 +6%
AWM
186
AE Wealth Management
Kansas
$92.2K -$88.3K -720 -48%
AF
187
Allworth Financial
California
$79.8K
CPG
188
Cornerstone Planning Group
New Jersey
$77.7K +$73.1K +596 New
AAP
189
Arax Advisory Partners
Colorado
$68.7K +$15.1K +123 +27%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$62.2K +$123 +1 +0.2%
WP
191
WealthShield Partners
North Carolina
$45.5K
RF
192
Rossby Financial
Florida
$45K -$1.23K -10 -3%
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$43.9K -$54.9K -448 -54%
William Blair & Company
194
William Blair & Company
Illinois
$38.7K -$99.3K -810 -71%
HI
195
Harbour Investments
Wisconsin
$33.9K -$6.13K -50 -15%
SAM
196
Smartleaf Asset Management
Massachusetts
$32.4K
WB
197
Webster Bank
Connecticut
$22.5K
SS
198
SBI Securities
Japan
$21.8K +$3.68K +30 +19%
SIM
199
Synergy Investment Management
Florida
$21.2K +$22.2K +181 New
QCG
200
Quadrant Capital Group
Ohio
$21K -$113K -920 -84%