Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBUS)

227 + Investors. Track Smart Money conviction in BBUS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — BBUS

Based on 230 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BBUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
230 hedge funds hold BBUS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

126 buying91 selling
Last quarter: 126 funds bought or added vs 91 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 39 → 34 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 28% new

■ 39% conviction (2yr+) ■ 33% medium ■ 28% new
Of the 230 current holders: 90 (39%) held >2 years, 75 held 1–2 years, and 65 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~33 new funds/quarter

25 → 34 → 39 → 34 → 33 new funds/Q
New funds entering each quarter: 34 → 39 → 34 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 38% newcomers

■ 40% veterans ■ 21% 1-2yr ■ 38% new
Entry-cohort mix of 230 holders: 93 (40%) are 2+ year veterans, 49 entered 1–2 years ago, and 88 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
20 of 230 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in BBUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BBUS

In 2026 Q2, 126 hedge funds were net buyers of BBUS (33 opened a new position, 93 added to an existing one), while 91 reduced or exited (69 trimmed, 22 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in BBUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 230.

Hedge Fund Ownership: BBUS

How many hedge funds hold BBUS — quarterly history vs. share price
Quarterly hedge fund ownership of BBUS vs. share price

Market Analysis: BBUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBUS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 12 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BBUS
227 + Investors

Track Smart Money conviction in BBUS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 227 219 3.65%
13F Shares 38M 25M 48.62%
Total Value $4.46B $2.88B 54.96%
New Positions 32 34 -2
Increased Positions 92 107 -15
Closed Positions 24 27 -3
Reduced Positions 69 44 +25
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBUS

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Institutional Holders (2026 Q2)

227 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBUS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BBUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MN Wealth Advisors, LLC 16.68% 290,843 $39.2M
2 Wealth Group Ltd 16.20% 628,517 $84.7M
3 Kelly Financial Group LLC 15.74% 525,852 $70.8M
4 Bravias Capital Group, LLC 9.18% 114,823 $15.5M
5 5T Wealth, LLC 6.65% 132,571 $17.9M
6 Lockerman Financial Group, INC. 6.53% 31,725 $4.3M
7 Elevation Wealth Management LLC 6.42% 63,807 $8.6M
8 Alpha Advisors, LLC/VA 6.03% 59,586 $8.0M
9 Drive Wealth Management, LLC 4.87% 202,739 $27.3M
10 Hopwood Nicholas Hunter 4.49% 111,853 $13.8M
11 Cornerstone Wealth Management, LLC 3.83% 662,346 $89.2M
12 Tradition Wealth Management, LLC 3.41% 414,000 $55.8M
13 Norinchukin Bank, The 3.22% 2,459,000 $331.3M
14 Fingerlakes Wealth Management, Inc. 2.42% 33,379 $4.5M
15 Florida Financial Advisors, LLC 2.38% 104,335 $14.1M
16 Vestmark Advisory Solutions, Inc. 2.27% 1,796,203 $242.0M
17 Merited Wealth, LLC 2.18% 22,936 $3.1M
18 Rosenberg Matthew Hamilton 1.75% 69,850 $9.4M
19 Unique Wealth, LLC 1.66% 105,559 $14.2M
20 Schmidt P J Investment Management Inc 1.63% 77,742 $10.5M
21 Emergent Wealth Advisors, LLC 1.38% 19,698 $2.7M
22 Archer Investment Management, LLC 1.37% 29,765 $4.0M
23 Sutton Place Investors LLC 1.30% 20,001 $2.7M
24 Tripletail Wealth Management, LLC 1.28% 8,279 $1.1M
25 MLG Wealth Management DBA Pine Grove Financial Group 1.26% 84,409 $10.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P Morgan Exchange Traded F (BBUS)

What does the Smart Money Trend signal show for BBUS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BBUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BBUS?

Slight buying edge — 58% buying: Last quarter: 126 funds bought or added vs 91 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BBUS holders?

Elite ownership — 52% AUM from top-100 funds: 20 of 230 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in BBUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBUS?

Mixed — 39% long-term, 28% new: Of the 230 current holders: 90 (39%) held >2 years, 75 held 1–2 years, and 65 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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