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JPMorgan BetaBuilders US Equity ETF

164 hedge funds and large institutions have $2.45B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 35

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

27% more capital invested

Capital invested by funds: $1.93B → $2.45B (+$519M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13.41% more ownership

Funds ownership: 45.71%59.12% (+13%)

7% more funds holding

Funds holding: 153164 (+11)

Holders
164
Holders Change
+11
Holders Change %
+7.19%
% of All Funds
2.2%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
27
Increased
73
Reduced
35
Closed
13
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
$447M +$29.2M +274,777 +7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$320M +$337M +3,169,322 New
LPL Financial
3
LPL Financial
California
$283M +$43.9M +413,121 +17%
Morgan Stanley
4
Morgan Stanley
New York
$163M +$23.3M +219,103 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M +$35M +329,160 +26%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$139M +$17.4M +163,892 +14%
Creative Planning
7
Creative Planning
Kansas
$90.1M +$94.1M +885,250 +11,500%
CWM
8
Cornerstone Wealth Management
Missouri
$73M +$1.92M +18,013 +3%
GI
9
Gradient Investments
Minnesota
$56.9M +$60M +564,311 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$55.4M +$8.77M +82,447 +18%
AssetMark Inc
11
AssetMark Inc
California
$52.3M +$356K +3,347 +0.7%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$46.7M
KFG
13
Kelly Financial Group
Connecticut
$44.1M +$4.41M +41,444 +10%
PWM
14
Perigon Wealth Management
California
$40.4M +$305K +2,864 +0.7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$36.2M +$9.69M +91,122 +34%
TWM
16
Tradition Wealth Management
Minnesota
$29.8M +$14.4M +135,763 +85%
RSWM
17
Robertson Stephens Wealth Management
California
$27.8M +$897K +8,433 +3%
MWA
18
MN Wealth Advisors
Kansas
$27.3M -$2.58M -24,289 -8%
PAS
19
Park Avenue Securities
New York
$20.9M +$5.57M +52,346 +34%
IA
20
IFG Advisory
Georgia
$18.1M +$13K +122 +0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$17.9M -$17.3M -162,923 -48%
MML Investors Services
22
MML Investors Services
Massachusetts
$16.6M +$2.87M +27,028 +20%
BOC
23
Blue Oak Capital
California
$12.2M -$164K -1,544 -1%
BCI
24
Brinker Capital Investments
Pennsylvania
$12M -$1.13M -10,584 -8%
OPS
25
Orion Portfolio Solutions
Nebraska
$12M -$1.13M -10,584 -8%

BBUS Hedge Fund Activity: Q1 2025 in Review

164 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q1 2025, worth a combined $2.45B — up 27% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BBUS positions and 13 closed out — a net gain of 14 holders — while 73 added to existing stakes and 35 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $337M. The largest seller was Raymond James Financial, cutting an estimated $25.4M.

  • 164 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q1 2025, up from 153 in Q4 2024.
  • Funds reported $2.45B of JPMorgan BetaBuilders US Equity ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 27 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q1 2025 and 13 closed out, a net change of +14 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q1 2025 was Janney Montgomery Scott, an estimated $337M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q1 2025 was Raymond James Financial, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2025.