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JPMorgan BetaBuilders US Aggregate Bond ETF

54 hedge funds and large institutions have $455M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

10% more funds holding

Funds holding: 4954 (+5)

8% more capital invested

Capital invested by funds: $423M → $455M (+$31.9M)

1.39% less ownership

Funds ownership: 34.04%32.65% (-1.4%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
8
Increased
28
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.02M +$1.15M +20,417 +130%
LPT
27
Legacy Private Trust
Wisconsin
$1.86M +$1.31M +23,365 +236%
LFAS
28
Level Four Advisory Services
Texas
$1.76M -$923K -16,441 -34%
ECM
29
ETrade Capital Management
Virginia
$1.71M +$593K +10,565 +53%
ECM
30
Evergreen Capital Management
Washington
$1.64M -$140K -2,499 -8%
Bank of America
31
Bank of America
North Carolina
$1.42M -$101K -1,808 -7%
BFG
32
Bouchey Financial Group
New York
$1.05M +$49.9K +889 +5%
SI
33
Stephens Inc
Arkansas
$992K +$36.2K +645 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$747K +$313K +5,575 +72%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$620K -$11.5M -205,770 -95%
AOWM
36
Alpha Omega Wealth Management
Virginia
$583K +$16.3K +291 +3%
BWP
37
BSW Wealth Partners
Colorado
$542K -$10.2M -180,917 -95%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$540K +$340K +6,061 +168%
MIAN
39
Mariner Independent Advisor Network
Kansas
$526K +$176K +3,144 +50%
SWP
40
Summit Wealth Partners
Florida
$510K +$201K +3,579 +64%
AFAS
41
Acorn Financial Advisory Services
Virginia
$439K +$440K +7,849 New
CFS
42
CRA Financial Services
New Jersey
$319K +$320K +5,700 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$293K +$88.7K +1,581 +43%
PA
44
Pinnacle Associates
New York
$276K
PWMAG
45
Pinnacle Wealth Management Advisory Group
New Jersey
$247K
BCA
46
Bay Colony Advisors
Massachusetts
$245K +$246K +4,384 New
XF
47
XML Financial
Maryland
$244K +$245K +4,364 New
AAS
48
Avantax Advisory Services
Texas
$226K +$224K +4,000 New
MC
49
Moors & Cabot
Massachusetts
$224K
SBL
50
Sargent Bickham Lagudis
Colorado
$199K +$200K +3,565 New