BBUS icon

JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

18 hedge funds and large institutions have $904M invested in JPMorgan BetaBuilders US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
6
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$855M
2
BWM
2
BCGM Wealth Management
Indiana
$15.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$1.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.39M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$3.9M
2
MPWT
2
MassMutual Private Wealth & Trust
Connecticut
$10.4M
3
LPL Financial
3
LPL Financial
California
$608K
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
HI
5
Harbour Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$855M 10,851,401 +7,236,961 +200%
BWM
2
BCGM Wealth Management
Indiana
$15.1M 187,150 +187,150 New
Morgan Stanley
3
Morgan Stanley
New York
$10.9M 137,782 +29,633 +27%
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$10.4M 131,996 -32,642 -20%
FTUS
5
Flow Traders U.S.
New York
$3.9M 49,483 -48,596 -50%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.25M 41,103 +2,266 +6%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$1.64M 20,411 +20,411 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39M 17,678 +17,678 New
5L
9
55I LLC
Massachusetts
$933K 11,840 +7,465 +171%
LPL Financial
10
LPL Financial
California
$608K 7,717 -5,885 -43%
HighTower Advisors
11
HighTower Advisors
Illinois
$549K 6,996 +6,996 New
AIC
12
Archer Investment Corporation
Indiana
$142K 1,800 – –
Fidelity Investments
13
Fidelity Investments
Massachusetts
$80K 1,014 +964 +1,928%
Bank of America
14
Bank of America
North Carolina
$53K 671 +600 +845%
Lazard Asset Management
15
Lazard Asset Management
New York
$26K 339 – –
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$9K 114 – –
CIAS
17
Capital Investment Advisory Services
North Carolina
$4K 50 – –
BlackRock
18
BlackRock
New York
$4K 55 +55 New
TCA
19
Transcend Capital Advisors
New Jersey
– – -4,585 Closed
HI
20
Harbour Investments
Wisconsin
– – -398 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– – -69 Closed
IA
22
IFP Advisors
Florida
– – – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –