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JPMorgan BetaBuilders US Equity ETF

173 hedge funds and large institutions have $2.82B invested in JPMorgan BetaBuilders US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 58

15% more capital invested

Capital invested by funds: $2.45B → $2.82B (+$372M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5% more funds holding

Funds holding: 164173 (+9)

2.79% less ownership

Funds ownership: 59.12%56.33% (-2.8%)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
2.28%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
24
Increased
71
Reduced
58
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
$417M -$73M -705,906 -16%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$349M -$5.05M -48,834 -2%
VAS
3
Vestmark Advisory Solutions
Massachusetts
$320M +$153M +1,483,677 +108%
LPL Financial
4
LPL Financial
California
$314M -$141K -1,359 -0%
Morgan Stanley
5
Morgan Stanley
New York
$201M +$18.9M +182,738 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$183M +$4.31M +41,640 +3%
CWM
7
Cornerstone Wealth Management
Missouri
$77M -$3.71M -35,896 -5%
GI
8
Gradient Investments
Minnesota
$65.1M +$1.83M +17,680 +3%
KFG
9
Kelly Financial Group
Connecticut
$54.5M +$5.1M +49,316 +11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$54M -$6.92M -66,875 -12%
AssetMark Inc
11
AssetMark Inc
California
$52.1M -$5.46M -52,812 -10%
NMIFOAC
12
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$51.8M
RSWM
13
Robertson Stephens Wealth Management
California
$49.4M +$17.1M +165,622 +60%
PWM
14
Perigon Wealth Management
California
$45M +$212K +2,049 +0.5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$40.3M +$126K +1,221 +0.3%
TWM
16
Tradition Wealth Management
Minnesota
$35.8M +$2.52M +24,334 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$29.5M +$9.77M +94,458 +53%
MWA
18
MN Wealth Advisors
Kansas
$25.3M -$4.63M -44,766 -17%
TWG
19
The Wealth Group
Minnesota
$24.7M +$17.8M +171,866 +350%
Creative Planning
20
Creative Planning
Kansas
$23.2M -$70.9M -685,967 -77%
PAS
21
Park Avenue Securities
New York
$23.1M -$90.3K -873 -0.4%
MML Investors Services
22
MML Investors Services
Massachusetts
$19.1M +$594K +5,745 +3%
IA
23
IFG Advisory
Georgia
$15M -$4.76M -46,047 -26%
DWM
24
Drive Wealth Management
Utah
$14.9M +$2.11M +20,375 +18%
Two Sigma Investments
25
Two Sigma Investments
New York
$14.3M +$13.2M +127,900 New

BBUS Hedge Fund Activity: Q2 2025 in Review

173 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Equity ETF (BBUS) for Q2 2025, worth a combined $2.82B — up 15% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BBUS positions and 13 closed out — a net gain of 11 holders — while 71 added to existing stakes and 58 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $73M.

  • 173 institutional investors held JPMorgan BetaBuilders US Equity ETF (BBUS) as of Q2 2025, up from 164 in Q1 2025.
  • Funds reported $2.82B of JPMorgan BetaBuilders US Equity ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 24 funds opened new JPMorgan BetaBuilders US Equity ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders US Equity ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $153M added.
  • The largest JPMorgan BetaBuilders US Equity ETF seller in Q2 2025 was JP Morgan Chase, an estimated $73M sold.

Based on aggregated 13F filings for Q2 2025.