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JPMorgan BetaBuilders US Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

207% more capital invested

Capital invested by funds: $295M → $904M (+$609M)

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

84.28% more ownership

Funds ownership: 74.99%159.27% (+84%)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more funds holding

Funds holding: 1618 (+2)

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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$855M +$554M +7,236,961 +200%
BWM
2
BCGM Wealth Management
Indiana
$15.1M +$14.3M +187,150 New
Morgan Stanley
3
Morgan Stanley
New York
$10.9M +$2.27M +29,633 +27%
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$10.4M -$2.5M -32,642 -20%
FTUS
5
Flow Traders U.S.
New York
$3.9M -$3.72M -48,596 -50%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.25M +$174K +2,266 +6%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$1.64M +$1.56M +20,411 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.39M +$1.35M +17,678 New
5L
9
55I LLC
Massachusetts
$933K +$572K +7,465 +171%
LPL Financial
10
LPL Financial
California
$608K -$451K -5,885 -43%
HighTower Advisors
11
HighTower Advisors
Illinois
$549K +$536K +6,996 New
AIC
12
Archer Investment Corporation
Indiana
$142K
Fidelity Investments
13
Fidelity Investments
Massachusetts
$80K +$73.8K +964 +1,928%
Bank of America
14
Bank of America
North Carolina
$53K +$46K +600 +845%
Lazard Asset Management
15
Lazard Asset Management
New York
$26K
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$9K
CIAS
17
Capital Investment Advisory Services
North Carolina
$4K
BlackRock
18
BlackRock
New York
$4K +$4.21K +55 New
TCA
19
Transcend Capital Advisors
New Jersey
-$334K -4,585 Closed
HI
20
Harbour Investments
Wisconsin
-$29K -398 Closed
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
-$5K -69 Closed

BBUS Hedge Fund Activity: Q2 2021 in Review

18 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2021, worth a combined $904M — up 207% from $295M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBUS positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $554M. The largest seller was Flow Traders U.S., cutting an estimated $3.72M.

  • 18 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2021, up from 16 in Q1 2021.
  • Funds reported $904M of JPMorgan BetaBuilders US Equity ETF stock for Q2 2021, up 207% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2021 and 3 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $554M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2021 was Flow Traders U.S., an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2021.