JPMorgan BetaBuilders US Equity ETF
BBUS
10 hedge funds and large institutions have $3.88M invested in JPMorgan BetaBuilders US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
8% more capital invested
Capital invested by funds: $3.6M → $3.88M (+$274K)
1.32% less ownership
Funds ownership: 5.61% → 4.29% (-1.3%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$630K |
| 2 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$414K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$319K |
| 4 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$254K |
| 5 |
Lazard Asset Management
New York
|
+$3.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$340K |
| 2 |
JP Morgan Chase
New York
|
-$194K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$5.51K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.97K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
1
Flow Traders U.S.
New York
| $1.37M | +$319K | +5,783 | +24% |
|
|
2
JP Morgan Chase
New York
| $1.29M | -$194K | -3,514 | -11% |
|
|
3
LPL Financial
San Diego,
California
| $530K | +$630K | +11,427 | New |
|
|
ECM
4
ETrade Capital Management
Arlington,
Virginia
| $348K | +$414K | +7,501 | New |
|
|
FT
5
Fiduciary Trust
Boston,
Massachusetts
| $213K | +$254K | +4,600 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $98K | +$116K | +2,105 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $12K | -$3.97K | -72 | -21% |
|
|
GEA
8
Glen Eagle Advisors
Kingston,
New Jersey
| $4.64K | – | – | – |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $3K | -$5.51K | -100 | -61% |
|
|
10
Lazard Asset Management
New York
| $2K | +$3.2K | +58 | New |
|
|
CPIG
11
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$340K | -5,418 | Closed |
|
BBUS Hedge Fund Activity: Q1 2020 in Review
10 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2020, worth a combined $3.88M — up 7.6% from $3.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BBUS positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $630K. The largest seller was Chicago Partners Investment Group, exiting entirely with an estimated $340K sold.
- 10 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2020, up from 7 in Q4 2019.
- Funds reported $3.88M of JPMorgan BetaBuilders US Equity ETF stock for Q1 2020, up 7.6% quarter-over-quarter.
- 5 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2020 and 1 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2020 was LPL Financial, an estimated $630K added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2020 was Chicago Partners Investment Group, an estimated $340K sold.
Based on aggregated 13F filings for Q1 2020.