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JPMorgan BetaBuilders US Aggregate Bond ETF
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49 hedge funds and large institutions have $423M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $355M → $423M (+$68.3M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

11% more funds holding

Funds holding: 44 → 49 (+5)

0.71% less ownership

Funds ownership: 34.75% → 34.04% (-0.71%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
11
Increased
21
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
Total Investment Management
Arizona
+$21.3M
2
AWA
ARS Wealth Advisors
Florida
+$15.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12M
4
IDA
Intelligence Driven Advisers
California
+$8.72M
5
SWM
Strategic Wealth Management
Washington
+$5.59M

Top Sellers

1
CW
CreativeOne Wealth
Kansas
-$16.6M
2
Bank of America
Bank of America
North Carolina
-$7.82M
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$4.19M
4
GM
GeoWealth Management
Illinois
-$4.11M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
26
Simplicity Solutions
Minnesota
$2.18M +$2.16M +38,962 New
AI
27
Atria Investments
North Carolina
$1.88M +$530K +9,558 +40%
ECM
28
Evergreen Capital Management
Washington
$1.78M -$74.5K -1,345 -4%
Bank of America
29
Bank of America
North Carolina
$1.52M -$7.82M -141,050 -84%
ECM
30
ETrade Capital Management
Virginia
$1.12M +$700K +12,637 +170%
BFG
31
Bouchey Financial Group
New York
$997K +$988K +17,825 New
SI
32
Stephens Inc
Arkansas
$957K -$2.77K -50 -0.3%
Morgan Stanley
33
Morgan Stanley
New York
$882K +$503K +9,077 +136%
AOWM
34
Alpha Omega Wealth Management
Virginia
$567K +$561K +10,131 New
LPT
35
Legacy Private Trust
Wisconsin
$555K +$550K +9,920 New
JWCA
36
J.W. Cole Advisors
Florida
$444K +$177K +3,190 +67%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$435K +$124K +2,244 +41%
MIAN
38
Mariner Independent Advisor Network
Kansas
$350K -$780K -14,079 -69%
SWP
39
Summit Wealth Partners
Florida
$311K +$99.1K +1,788 +48%
PA
40
Pinnacle Associates
New York
$276K -$24.7K -445 -8%
PWMAG
41
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$15.6K -282 -6%
MC
42
Moors & Cabot
Massachusetts
$224K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$205K +$204K +3,675 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$202K -$372K -6,710 -65%
AF
45
Allworth Financial
California
$169K -$13.8K -249 -8%
GWM
46
Geneos Wealth Management
Colorado
$41K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$24K – – –
PAG
48
Private Advisor Group
New Jersey
$2K +$2.27K +41 New
FTUS
49
Flow Traders U.S.
New York
– -$3.01M -55,758 Closed
BSW
50
Buckingham Strategic Wealth
Missouri
– -$602K -11,152 Closed
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