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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
SIS
201
Sound Income Strategies
Florida
$20.3K
Russell Investments Group
202
Russell Investments Group
United Kingdom
$19.6K +$15.6K +127 +318%
CTWM
203
Cherry Tree Wealth Management
Minnesota
$19.5K
VR
204
Vision Retirement
New Jersey
$18.9K -$16.1K -131 -45%
CICI
205
Capital Investment Counsel Inc
North Carolina
$16.9K
MAS
206
MPWM Advisory Solutions
Georgia
$16.1K
JFA
207
JNBA Financial Advisors
Minnesota
$15.9K
CFD
208
Creative Financial Designs
Indiana
$14.5K +$15.2K +124 New
SPIA
209
Steward Partners Investment Advisory
New York
$13.4K +$14K +114 New
US Bancorp
210
US Bancorp
Minnesota
$12.3K -$119K -972 -90%
TCM
211
Triumph Capital Management
Colorado
$11.7K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$9.96K
MSG
213
Main Street Group
Virginia
$9.73K +$10.2K +83 New
SWP
214
Strategic Wealth Partners
Ohio
$5.98K
EWA
215
EverSource Wealth Advisors
Alabama
$5.89K -$9.81K -80 -62%
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.86K
BOJHT
217
Bank of Jackson Hole Trust
Wyoming
$3.87K
QC
218
Quent Capital
New York
$3.3K
RIL
219
Rothschild Investment LLC
Illinois
$2.58K
HHGA
220
Halbert Hargrove Global Advisors
California
$1.17K
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
-$417M -3,382,109 Closed
PAS
222
Park Avenue Securities
New York
-$27.4M -222,590 Closed
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
-$16.9M -137,064 Closed
IA
224
IFG Advisory
Georgia
-$13.9M -112,811 Closed
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
-$7.36M -59,750 Closed