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JPMorgan BetaBuilders US Equity ETF

123 hedge funds and large institutions have $1.42B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 28

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

8% more funds holding

Funds holding: 114123 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12.36% less ownership

Funds ownership: 54.29%41.92% (-12%)

17% less capital invested

Capital invested by funds: $1.7B → $1.42B (-$285M)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
60
Reduced
28
Closed
14
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
$287M -$445M -4,711,539 -62%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$195M +$40M +423,207 +27%
LPL Financial
3
LPL Financial
California
$165M +$8.7M +92,079 +6%
Morgan Stanley
4
Morgan Stanley
New York
$124M +$14.3M +151,285 +14%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$96.2M +$8.29M +87,720 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$85.2M +$10M +106,181 +14%
CWM
7
Cornerstone Wealth Management
Missouri
$63.6M +$3.93M +41,607 +7%
AssetMark Inc
8
AssetMark Inc
California
$45.7M -$1.54M -16,262 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$36M +$4.28M +45,331 +14%
PWM
10
Perigon Wealth Management
California
$32.7M +$2.53M +26,737 +9%
MWA
11
MN Wealth Advisors
Kansas
$26.9M +$490K +5,182 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.9M +$2.87M +30,424 +17%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$16.4M +$2.65M +28,023 +20%
TWM
14
Tradition Wealth Management
Minnesota
$11.9M +$11.4M +120,905 New
BCI
15
Brinker Capital Investments
Pennsylvania
$11.8M +$904K +9,565 +9%
OPS
16
Orion Portfolio Solutions
Nebraska
$11.8M +$904K +9,565 +9%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$11.7M +$83.8K +887 +0.8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.3M +$9.97M +105,534 +1,047%
IA
19
IFG Advisory
Georgia
$11M -$2.34M -24,775 -18%
FFA
20
Florida Financial Advisors
Florida
$10.9M +$582K +6,156 +6%
PAS
21
Park Avenue Securities
New York
$10.4M +$620K +6,559 +7%
MML Investors Services
22
MML Investors Services
Massachusetts
$9.03M +$1.38M +14,570 +19%
CW
23
CreativeOne Wealth
Kansas
$8.1M -$594K -6,290 -7%
ACS
24
Archford Capital Strategies
Illinois
$8.07M +$265K +2,801 +4%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$7.94M -$660K -6,982 -8%

BBUS Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2024, worth a combined $1.42B — down 17% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBUS positions and 14 closed out — a net gain of 11 holders — while 60 added to existing stakes and 28 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $40M. The largest seller was JP Morgan Chase, cutting an estimated $445M.

  • 123 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2024, up from 114 in Q1 2024.
  • Funds reported $1.42B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 25 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2024 and 14 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2024 was Janney Montgomery Scott, an estimated $40M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2024.