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JPMorgan BetaBuilders US Equity ETF

15 hedge funds and large institutions have $146M invested in JPMorgan BetaBuilders US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

609% more capital invested

Capital invested by funds: $20.6M → $146M (+$126M)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

54.35% more ownership

Funds ownership: 13.37%67.72% (+54%)

25% more funds holding

Funds holding: 1215 (+3)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$120M +$120M +1,982,724 New
MPWT
2
MassMutual Private Wealth & Trust
Connecticut
$11.7M -$211K -3,490 -2%
FTUS
3
Flow Traders U.S.
New York
$5.75M -$599K -9,908 -10%
ECM
4
ETrade Capital Management
Virginia
$2.58M +$1.34M +22,172 +111%
Citadel Advisors
5
Citadel Advisors
Florida
$2.55M +$2.52M +41,741 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.41M +$1.4M +23,107 New
LPL Financial
7
LPL Financial
California
$758K +$6.05K +100 +0.8%
TRCT
8
Tower Research Capital (TRC)
New York
$332K -$306K -5,064 -48%
FT
9
Fiduciary Trust
Massachusetts
$281K
Osaic Holdings
10
Osaic Holdings
Arizona
$144K -$19K -315 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$139K +$138K +2,280 New
Bank of America
12
Bank of America
North Carolina
$41K -$9.86K -163 -19%
Lazard Asset Management
13
Lazard Asset Management
New York
$19K +$4.54K +75 +30%
GEA
14
Glen Eagle Advisors
New Jersey
$6.11K
UBS Group
15
UBS Group
Switzerland
$2K -$351K -5,812 -100%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
-$627K -11,178 Closed

BBUS Hedge Fund Activity: Q3 2020 in Review

15 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2020, worth a combined $146M — up 609% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BBUS positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $120M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $627K sold.

  • 15 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2020, up from 12 in Q2 2020.
  • Funds reported $146M of JPMorgan BetaBuilders US Equity ETF stock for Q3 2020, up 609% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2020 and 1 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $120M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2020 was Susquehanna International Group, an estimated $627K sold.

Based on aggregated 13F filings for Q3 2020.