JPMorgan BetaBuilders US Equity ETF
BBUS
85 hedge funds and large institutions have $1.14B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 12 reducing their positions, and 7 closing their positions.
242% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 12
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more funds holding
Funds holding: 71 → 85 (+14)
11% more capital invested
Capital invested by funds: $1.02B → $1.14B (+$115M)
2.89% more ownership
Funds ownership: 49% → 51.89% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.7M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$18.2M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$15.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.2M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$728K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$330K |
| 4 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$275K |
| 5 |
CW
Channel Wealth
Santa Barbara,
California
|
-$266K |
BBUS Hedge Fund Activity: Q3 2023 in Review
85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2023, worth a combined $1.14B — up 11% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BBUS positions and 7 closed out — a net gain of 14 holders — while 41 added to existing stakes and 12 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $26.3M. The largest seller was Ameriprise, cutting an estimated $1.2M.
- 85 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2023, up from 71 in Q2 2023.
- Funds reported $1.14B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 21 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2023 and 7 closed out, a net change of +14 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $26.3M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2023 was Ameriprise, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2023.