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JPMorgan BetaBuilders US Equity ETF

134 hedge funds and large institutions have $1.91B invested in JPMorgan BetaBuilders US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 17

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

35% more capital invested

Capital invested by funds: $1.42B → $1.91B (+$494M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 123134 (+11)

6.96% more ownership

Funds ownership: 41.92%48.88% (+7%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
23
Increased
76
Reduced
17
Closed
11
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
$384M +$77.8M +779,783 +27%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$261M +$53.2M +533,266 +27%
LPL Financial
3
LPL Financial
California
$230M +$53.5M +536,068 +32%
Morgan Stanley
4
Morgan Stanley
New York
$138M +$6.42M +64,352 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$121M +$29.9M +299,724 +35%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$114M +$12.2M +122,093 +12%
CWM
7
Cornerstone Wealth Management
Missouri
$70.2M +$2.92M +29,228 +5%
AssetMark Inc
8
AssetMark Inc
California
$57.6M +$8.95M +89,669 +19%
KIG
9
Kowal Investment Group
Wisconsin
$51.3M +$49.4M +495,546 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$50.6M +$12.2M +122,065 +33%
PWM
11
Perigon Wealth Management
California
$37.9M +$3.3M +33,043 +10%
MWA
12
MN Wealth Advisors
Kansas
$30.8M +$2.31M +23,170 +8%
Osaic Holdings
13
Osaic Holdings
Arizona
$26.2M +$3.96M +39,656 +19%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$23.9M +$11.5M +114,808 +99%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$22.6M +$5.09M +51,043 +31%
RSWM
16
Robertson Stephens Wealth Management
California
$20.4M +$19.6M +196,861 New
IA
17
IFG Advisory
Georgia
$17.1M +$5.28M +52,909 +47%
PAS
18
Park Avenue Securities
New York
$14.4M +$3.29M +32,978 +31%
MML Investors Services
19
MML Investors Services
Massachusetts
$13.6M +$3.93M +39,425 +43%
TWM
20
Tradition Wealth Management
Minnesota
$13.2M +$675K +6,769 +6%
BCI
21
Brinker Capital Investments
Pennsylvania
$13.2M +$723K +7,245 +6%
OPS
22
Orion Portfolio Solutions
Nebraska
$13.2M +$723K +7,245 +6%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$12.2M -$96.2K -964 -0.8%
FFA
24
Florida Financial Advisors
Florida
$12M +$459K +4,604 +4%
CW
25
CreativeOne Wealth
Kansas
$11.9M +$3.19M +31,974 +39%

BBUS Hedge Fund Activity: Q3 2024 in Review

134 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q3 2024, worth a combined $1.91B — up 35% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBUS positions and 11 closed out — a net gain of 12 holders — while 76 added to existing stakes and 17 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $77.8M. The largest seller was Strategic Financial Concepts, cutting an estimated $25.3M.

  • 134 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q3 2024, up from 123 in Q2 2024.
  • Funds reported $1.91B of JPMorgan BetaBuilders US Equity ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.8M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2024.