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JPMorgan BetaBuilders US Equity ETF

67 hedge funds and large institutions have $832M invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $727M → $832M (+$105M)

10% more funds holding

Funds holding: 6167 (+6)

3.6% more ownership

Funds ownership: 56.87%60.47% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
25
Reduced
14
Closed
10
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 -$13M -181,163 -3%
LPL Financial
2
LPL Financial
California
$53.4M +$2.5M +34,919 +5%
CWM
3
Cornerstone Wealth Management
Missouri
$41.9M +$40.8M +569,944 New
AssetMark Inc
4
AssetMark Inc
California
$32.9M -$3.59M -50,083 -10%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$31.2M +$9.55M +133,304 +46%
Morgan Stanley
6
Morgan Stanley
New York
$30.6M +$3.22K +45 +0%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$29M +$18.5M +258,702 +191%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$22M +$4.95M +69,107 +30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.8M -$106K -1,474 -0.9%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$6.79M -$120K -1,672 -2%
Ameriprise
11
Ameriprise
Minnesota
$6.75M +$717K +10,008 +12%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$6.74M +$417K +5,816 +7%
OPS
13
Orion Portfolio Solutions
Nebraska
$4.51M +$1.33M +18,546 +43%
BCI
14
Brinker Capital Investments
Pennsylvania
$4.51M +$4.39M +61,311 New
IA
15
IFG Advisory
Georgia
$4.45M +$137K +1,910 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.01M -$753K -10,506 -16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.7M +$669K +9,340 +23%
Citadel Advisors
18
Citadel Advisors
Florida
$2.82M +$2.75M +38,357 New
LSPW
19
Lake Street Private Wealth
Illinois
$2.15M +$150K +2,087 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.99M -$1.1M -15,284 -36%
WF
21
Wayfinding Financial
Washington
$1.75M +$1.7M +23,782 New
Jane Street
22
Jane Street
New York
$1.44M +$1.1M +15,345 +364%
Goldman Sachs
23
Goldman Sachs
New York
$1.36M
SFS
24
Security Financial Services
Indiana
$1.31M +$73.2K +1,021 +6%
CAN
25
Cetera Advisor Networks
California
$1.28M +$468K +6,538 +60%

BBUS Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2023, worth a combined $832M — up 14% from $727M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBUS positions and 10 closed out — a net gain of 7 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $18.5M. The largest seller was JP Morgan Chase, cutting an estimated $13M.

  • 67 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2023, up from 61 in Q4 2022.
  • Funds reported $832M of JPMorgan BetaBuilders US Equity ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 17 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2023 and 10 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2023 was Bank of Nova Scotia, an estimated $18.5M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2023 was JP Morgan Chase, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2023.