JPMorgan BetaBuilders US Equity ETF
BBUS
114 hedge funds and large institutions have $1.7B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 24 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
150% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 24
15% more funds holding
Funds holding: 99 → 114 (+15)
11% more capital invested
Capital invested by funds: $1.54B → $1.7B (+$162M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.82% less ownership
Funds ownership: 58.11% → 54.29% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$33.6M |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$27.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$24.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.9M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$60.8M |
| 2 |
JP Morgan Chase
New York
|
-$59.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20M |
| 4 |
AssetMark Inc
Concord,
California
|
-$17.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.8M |
BBUS Hedge Fund Activity: Q1 2024 in Review
114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2024, worth a combined $1.7B — up 11% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BBUS positions and 8 closed out — a net gain of 15 holders — while 60 added to existing stakes and 24 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $33.6M. The largest seller was Morgan Stanley, cutting an estimated $60.8M.
- 114 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2024, up from 99 in Q4 2023.
- Funds reported $1.7B of JPMorgan BetaBuilders US Equity ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
- The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2024 was Janney Montgomery Scott, an estimated $33.6M added.
- The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $60.8M sold.
Based on aggregated 13F filings for Q1 2024.