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JPMorgan BetaBuilders US Aggregate Bond ETF

44 hedge funds and large institutions have $355M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

44% more capital invested

Capital invested by funds: $246M → $355M (+$109M)

42% more funds holding

Funds holding: 3144 (+13)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.63% less ownership

Funds ownership: 37.39%34.75% (-2.6%)

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.97%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
18
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$602K +$601K +11,152 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$557K +$241K +4,468 +76%
VCP
28
Verus Capital Partners
Arizona
$514K -$30K -557 -6%
ECM
29
ETrade Capital Management
Virginia
$401K +$400K +7,430 New
Morgan Stanley
30
Morgan Stanley
New York
$361K -$139K -2,582 -28%
LFAS
31
Level Four Advisory Services
Texas
$341K +$341K +6,325 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$299K -$2.38M -44,138 -89%
PA
33
Pinnacle Associates
New York
$291K +$290K +5,380 New
JWCA
34
J.W. Cole Advisors
Florida
$257K -$172K -3,190 -40%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$254K +$253K +4,705 New
MC
36
Moors & Cabot
Massachusetts
$216K +$215K +4,000 New
SWP
37
Summit Wealth Partners
Florida
$203K +$203K +3,762 New
AF
38
Allworth Financial
California
$176K +$176K +3,268 New
GWM
39
Geneos Wealth Management
Colorado
$40K +$40.4K +750 New
US Bancorp
40
US Bancorp
Minnesota
$30K +$29.9K +555 New
TRCT
41
Tower Research Capital (TRC)
New York
$27K +$26.9K +500 New
PAI
42
Pittenger & Anderson Inc
Nebraska
$24K +$24.1K +447 New
SPIA
43
Steward Partners Investment Advisory
New York
$22K
GSWM
44
Golden State Wealth Management
California
-$29M -545,324 Closed
SIAS
45
Shine Investment Advisory Services
Colorado
-$3K -65 Closed
Wells Fargo
46
Wells Fargo
California
-$54 -1 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
+$54 +1 New