We are live on ! Find out more
BBUS icon

JPMorgan BetaBuilders US Equity ETF

34 hedge funds and large institutions have $652M invested in JPMorgan BetaBuilders US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more funds holding

Funds holding: 2634 (+8)

27% more capital invested

Capital invested by funds: $513M → $652M (+$139M)

1% more ownership

Funds ownership: 72.28%73.28% (+1%)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
13
Reduced
4
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
$511M +$43M +512,639 +9%
AssetMark Inc
2
AssetMark Inc
California
$35.4M +$10.6M +125,695 +44%
Morgan Stanley
3
Morgan Stanley
New York
$28.5M +$6.98M +83,096 +34%
5L
4
55I LLC
Massachusetts
$23M +$19.4M +231,006 +653%
BWM
5
BCGM Wealth Management
Indiana
$16.8M +$235K +2,796 +1%
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$12.3M +$752K +8,955 +7%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$6.97M +$4.81M +57,324 +246%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.7M +$1.44M +17,170 +35%
SWM
9
SFG Wealth Management
Maryland
$2.92M +$2.83M +33,743 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.8M -$62.4K -743 -3%
SFS
11
Security Financial Services
Indiana
$1.71M +$1.66M +19,810 New
AG
12
Ascent Group
Virginia
$1.12M +$1.19M +14,126 New
LPL Financial
13
LPL Financial
California
$915K +$107K +1,271 +14%
TCA
14
Transcend Capital Advisors
New Jersey
$630K +$11.1K +132 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$463K -$185K -2,202 -29%
FTUS
16
Flow Traders U.S.
New York
$345K -$3.27M -38,954 -91%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$297K +$289K +3,437 New
HA
18
Herold Advisors
New York
$296K
CBFP
19
Cedar Brook Financial Partners
Ohio
$287K +$279K +3,319 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$247K +$240K +2,854 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$241K +$16.8K +200 +8%
WG
22
Welch Group
Alabama
$239K +$232K +2,765 New
Bank of America
23
Bank of America
North Carolina
$225K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$224K +$218K +2,596 New
AIC
25
Archer Investment Corporation
Indiana
$156K

BBUS Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q4 2021, worth a combined $652M — up 27% from $513M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBUS positions and 3 closed out — a net gain of 8 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $43M. The largest seller was Flow Traders U.S., cutting an estimated $3.27M.

  • 34 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q4 2021, up from 26 in Q3 2021.
  • Funds reported $652M of JPMorgan BetaBuilders US Equity ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q4 2021 and 3 closed out, a net change of +8 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $43M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q4 2021 was Flow Traders U.S., an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2021.