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JPMorgan BetaBuilders US Aggregate Bond ETF

31 hedge funds and large institutions have $246M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

63% more funds holding

Funds holding: 1931 (+12)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $218M → $246M (+$28.1M)

10.21% less ownership

Funds ownership: 47.59%37.39% (-10%)

Holders
31
Holders Change
+12
Holders Change %
+63.16%
% of All Funds
0.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
13
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$311K +$108K +2,023 +53%
AG
27
Advisor Group
Arizona
$302K +$187K +3,494 +158%
JP Morgan Chase
28
JP Morgan Chase
New York
$110K
SPIA
29
Steward Partners Investment Advisory
New York
$22K +$6.68K +125 +42%
SIAS
30
Shine Investment Advisory Services
Colorado
$3K +$3.47K +65 New
UBS Group
31
UBS Group
Switzerland
-$7K -128 Closed