Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBUS)

218 + 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
↑ +6
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — BBUS

Based on 218 hedge funds · latest filing: 2026 Q1 · 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
218 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 — +37% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+37% 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.
🟢

More buyers than sellers — 67% buying

141 buying71 selling
Last quarter: 141 funds were net buyers (34 opened a brand new position + 107 added to an existing one). Only 71 were sellers (43 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 34 → 39 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 32% new

■ 38% conviction (2yr+) ■ 30% medium ■ 32% new
Of the 218 current holders: 83 (38%) held >2 years, 66 held 1–2 years, and 69 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.
📈

Growing discovery — still being found

27 → 25 → 34 → 39 → 34 new funds/Q
New funds entering each quarter: 25 → 34 → 39 → 34. A growing number of institutions are discovering BBUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 41% new entrants

■ 39% veterans ■ 20% 1-2yr ■ 41% new
Of 218 current holders: 84 (39%) held 2+ years, 44 held 1–2 years, 90 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
19 of 218 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 141 hedge funds were net buyers of BBUS (34 opened a new position, 107 added to an existing one), while 71 reduced or exited (43 trimmed, 28 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in BBUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 218.

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

-- --

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

Is It Too Late to Buy J P Morgan Exchange Traded F (BBUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BBUS has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
BBUS
+4.0%
SPY
+3.9%

BBUS outperformed SPY by +0.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
BBUS
+0.0%
SPY
+0.0%

Since the filing became public, BBUS outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 11 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BBUS
2026 Q2 Stats Unlock in 5 days 218 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 218 211 3.32%
13F Shares 25M 31M -19.01%
Total Value $2.88B $3.86B -25.43%
New Positions 34 39 -5
Increased Positions 107 95 +12
Closed Positions 27 13 +14
Reduced Positions 43 49 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBUS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

218 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BBUS holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Rosenberg Matthew Hamilton 1.75% 69,850 $9.4M
18 Unique Wealth, LLC 1.66% 105,559 $14.2M
19 Schmidt P J Investment Management Inc 1.63% 77,742 $10.5M
20 Emergent Wealth Advisors, LLC 1.38% 19,698 $2.7M
21 Archer Investment Management, LLC 1.37% 29,765 $4.0M
22 Sutton Place Investors LLC 1.30% 20,001 $2.7M
23 Aegis Wealth Management, Inc. 1.21% 13,927 $1.9M
24 3Chopt Investment Partners, LLC 1.19% 47,005 $6.3M
25 National Mutual Insurance Federation of Agricultural Cooperatives 1.12% 1,275,000 $171.8M
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?

More buyers than sellers — 67% buying: Last quarter: 141 funds were net buyers (34 opened a brand new position + 107 added to an existing one). Only 71 were sellers (43 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBUS holders?

Strong quality — 38% AUM from major funds: 19 of 218 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BBUS?

Mixed — 38% long-term, 32% new: Of the 218 current holders: 83 (38%) held >2 years, 66 held 1–2 years, and 69 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.

Is it too late to buy J P Morgan Exchange Traded F (BBUS) following the 2026 Q2 hedge fund 13F filings?

As of today, BBUS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), BBUS has gained +4.0% vs +3.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →