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JPMorgan BetaBuilders US Equity ETF
BBUS

Overview Fund Activity

99 hedge funds and large institutions have $1.54B invested in JPMorgan BetaBuilders US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
99
Holders Change
+14
Holders Change %
+16.47%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
23
Increased
54
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
LPL Financial
2
LPL Financial
California
$113M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$102M
4
Bank of America
4
Bank of America
North Carolina
$19.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$47.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$713M
2
IA
2
IFG Advisory
Georgia
$9.07M
3
Jane Street
3
Jane Street
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$6.56M
5
TA
5
TFB Advisors
Kansas
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$713M 8,304,490 -159,106 -2%
Morgan Stanley
2
Morgan Stanley
New York
$154M 1,789,752 +1,102,841 +161%
LPL Financial
3
LPL Financial
California
$113M 1,316,419 +391,753 +42%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$102M 1,193,360 +366,502 +44%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$59.8M 696,762 +126,803 +22%
AssetMark Inc
6
AssetMark Inc
California
$57.9M 673,909 +110,790 +20%
CWM
7
Cornerstone Wealth Management
Missouri
$53.8M 625,885 +48,757 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$47.4M 552,279 +182,063 +49%
Osaic Holdings
9
Osaic Holdings
Arizona
$29.8M 346,535 +34,537 +11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$22.7M 264,323 +74,483 +39%
MWA
11
MN Wealth Advisors
Kansas
$21.6M 251,895 +251,895 New
Bank of America
12
Bank of America
North Carolina
$19.4M 225,777 +223,563 +10,098%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$10.9M 127,154 +24,050 +23%
IA
14
IFG Advisory
Georgia
$9.07M 105,581 -36,597 -26%
OPS
15
Orion Portfolio Solutions
Nebraska
$8.67M 101,121 -1,211 -1%
BCI
16
Brinker Capital Investments
Pennsylvania
$8.67M 101,121 -1,211 -1%
FFA
17
Florida Financial Advisors
Florida
$8.5M 98,967 +98,967 New
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$7.49M 87,258 +6,646 +8%
CW
19
CreativeOne Wealth
Kansas
$6.56M 76,399 -8,812 -10%
PAS
20
Park Avenue Securities
New York
$6.52M 75,947 +21,615 +40%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$5.98M 69,605 +66,749 +2,337%
ACS
22
Archford Capital Strategies
Illinois
$4.9M 57,068 +27,145 +91%
CAN
23
Cetera Advisor Networks
California
$4.79M 55,772 +14,975 +37%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.52M 52,593 +21,125 +67%
AG
25
Ascent Group
Virginia
$3.7M 40,916 +8,699 +27%
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