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JPMorgan BetaBuilders US Equity ETF

71 hedge funds and large institutions have $1.02B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $832M → $1.02B (+$191M)

6% more funds holding

Funds holding: 6771 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.46% less ownership

Funds ownership: 60.47%49% (-11%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
30
Reduced
20
Closed
9
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
$667M +$107M +1,419,206 +20%
LPL Financial
2
LPL Financial
California
$61.8M +$3.68M +48,868 +7%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$47.8M +$13.2M +175,392 +41%
Morgan Stanley
4
Morgan Stanley
New York
$46.3M +$12.5M +165,257 +40%
CWM
5
Cornerstone Wealth Management
Missouri
$46M +$554K +7,350 +1%
AssetMark Inc
6
AssetMark Inc
California
$33.9M -$1.68M -22,341 -5%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$29.6M +$5.39M +71,540 +24%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$13M +$257K +3,414 +2%
CW
9
CreativeOne Wealth
Kansas
$7.52M +$7.11M +94,299 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$7.5M +$185K +2,453 +3%
BCI
11
Brinker Capital Investments
Pennsylvania
$6.61M +$1.63M +21,646 +35%
OPS
12
Orion Portfolio Solutions
Nebraska
$6.61M +$1.63M +21,646 +35%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$6.39M -$925K -12,267 -13%
IA
14
IFG Advisory
Georgia
$4.89M +$71.5K +948 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.23M -$93.7K -1,243 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.34M -$626K -8,309 -17%
GM
17
GeoWealth Management
Illinois
$2.94M +$2.78M +36,893 New
Ameriprise
18
Ameriprise
Minnesota
$2.87M -$4.19M -55,637 -61%
LSPW
19
Lake Street Private Wealth
Illinois
$2.28M -$42.2K -560 -2%
WF
20
Wayfinding Financial
Washington
$2M +$44K +583 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.57M +$181K +2,405 +14%
CAN
22
Cetera Advisor Networks
California
$1.55M +$154K +2,049 +12%
AG
23
Ascent Group
Virginia
$1.53M +$541K +7,175 +61%
Goldman Sachs
24
Goldman Sachs
New York
$1.47M
SFS
25
Security Financial Services
Indiana
$1.36M -$54.4K -721 -4%

BBUS Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2023, worth a combined $1.02B — up 23% from $832M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBUS positions and 9 closed out — a net gain of 4 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $29M sold.

  • 71 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $1.02B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2023, up 23% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $107M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2023 was Bank of Nova Scotia, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2023.