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JPMorgan BetaBuilders US Equity ETF
BBUS

26 hedge funds and large institutions have $513M invested in JPMorgan BetaBuilders US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

44% more funds holding

Funds holding: 18 → 26 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

43% less capital invested

Capital invested by funds: $904M → $513M (-$391M)

86.99% less ownership

Funds ownership: 159.27% → 72.28% (-87%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
11
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$23M
2
Morgan Stanley
Morgan Stanley
New York
+$8.8M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.15M
4
5L
55I LLC
Massachusetts
+$1.91M
5
Osaic Holdings
Osaic Holdings
Arizona
+$610K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$441M
2
FTUS
Flow Traders U.S.
New York
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$425M -$441M -5,448,720 -50%
AssetMark Inc
2
AssetMark Inc
California
$22.3M +$23M +283,506 New
Morgan Stanley
3
Morgan Stanley
New York
$19.4M +$8.8M +108,664 +79%
BWM
4
BCGM Wealth Management
Indiana
$16.2M +$400K +4,939 +3%
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$10.5M +$70.2K +866 +0.7%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.86M +$610K +7,526 +18%
FTUS
7
Flow Traders U.S.
New York
$3.38M -$529K -6,535 -13%
Citadel Advisors
8
Citadel Advisors
Florida
$3.06M +$3.15M +38,863 New
5L
9
55I LLC
Massachusetts
$2.79M +$1.91M +23,542 +199%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$1.83M +$234K +2,889 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.7M +$315K +3,889 +22%
LPL Financial
12
LPL Financial
California
$734K +$130K +1,601 +21%
TCA
13
Transcend Capital Advisors
New Jersey
$599K +$580K +7,160 New
HighTower Advisors
14
HighTower Advisors
Illinois
$597K +$46.8K +578 +8%
HA
15
Herold Advisors
New York
$270K +$278K +3,435 New
Bank of America
16
Bank of America
North Carolina
$205K +$157K +1,936 +289%
IWC
17
Integrated Wealth Concepts
Massachusetts
$204K +$210K +2,589 New
AIC
18
Archer Investment Corporation
Indiana
$142K – – –
Fidelity Investments
19
Fidelity Investments
Massachusetts
$80K – – –
UBS Group
20
UBS Group
Switzerland
$64K +$65.8K +812 New
Lazard Asset Management
21
Lazard Asset Management
New York
$26K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$17K +$17.5K +216 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13K +$13.8K +170 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
BlackRock
25
BlackRock
New York
$5K +$648 +8 +15%
1
2

BBUS Hedge Fund Activity: Q3 2021 in Review

26 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2021, worth a combined $513M — down 43% from $904M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BBUS positions and 0 closed out — a net gain of 8 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $23M. The largest seller was JP Morgan Chase, cutting an estimated $441M.

  • 26 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2021, up from 18 in Q2 2021.
  • Funds reported $513M of JPMorgan BetaBuilders US Equity ETF stock for Q3 2021, down 43% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2021 and 0 closed out, a net change of +8 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2021 was AssetMark Inc, an estimated $23M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2021 was JP Morgan Chase, an estimated $441M sold.

Based on aggregated 13F filings for Q3 2021.