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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Overview Fund Activity

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.

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
–

Top Buyers

1
GSWM
1
Golden State Wealth Management
California
$29M
2
TIM
2
Total Investment Management
Arizona
$29M
3
ECM
3
Evergreen Capital Management
Washington
$10.2M
4
AWA
4
ARS Wealth Advisors
Florida
$17.4M
5
CW
5
CreativeOne Wealth
Kansas
$94M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$12.3M
2
FTUS
2
Flow Traders U.S.
New York
$827K
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$12.6M
4
BWP
4
BSW Wealth Partners
Colorado
$10.3M
5
SPL
5
Smart Portfolios LLC
Washington
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$311K +$108K +2,023 +53%
AG
27
Advisor Group
Arizona
$302K +$185K +3,494 +158%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$110K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$22K +$6.46K +125 +42%
SIAS
30
Shine Investment Advisory Services
Colorado
$3K +$3K +65 New
UBS Group
31
UBS Group
Switzerland
– -$7K -128 Closed
1
2