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JPMorgan BetaBuilders US Aggregate Bond ETF

62 hedge funds and large institutions have $664M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

123% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 13

46% more capital invested

Capital invested by funds: $455M → $664M (+$209M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more funds holding

Funds holding: 5462 (+8)

6.57% more ownership

Funds ownership: 32.65%39.21% (+6.6%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
29
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$2.67M +$446K +8,014 +20%
SS
27
Simplicity Solutions
Minnesota
$2.62M +$400K +7,184 +18%
FWM
28
Frontier Wealth Management
Missouri
$2.38M +$446 +8 +0%
B
29
Bailard
California
$2.23M -$150K -2,695 -6%
Bank of America
30
Bank of America
North Carolina
$2.2M +$789K +14,168 +56%
AI
31
Atria Investments
North Carolina
$1.84M -$318K -5,714 -15%
OMC
32
Old Mission Capital
Illinois
$1.67M +$1.67M +30,042 New
LFAS
33
Level Four Advisory Services
Texas
$1.63M -$128K -2,295 -7%
ECM
34
Evergreen Capital Management
Washington
$1.59M -$39.6K -710 -2%
BFG
35
Bouchey Financial Group
New York
$1.07M +$32K +575 +3%
SI
36
Stephens Inc
Arkansas
$995K +$5.96K +107 +0.6%
AOWM
37
Alpha Omega Wealth Management
Virginia
$762K +$182K +3,260 +31%
FTUS
38
Flow Traders U.S.
New York
$697K +$697K +12,511 New
AFAS
39
Acorn Financial Advisory Services
Virginia
$634K +$197K +3,542 +45%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$569K -$48.8K -876 -8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$533K -$5.74K -103 -1%
SWP
42
Summit Wealth Partners
Florida
$508K
CFS
43
CRA Financial Services
New Jersey
$501K +$184K +3,303 +58%
JWCA
44
J.W. Cole Advisors
Florida
$442K +$442K +7,940 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$339K +$46.9K +842 +16%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$327K -$418K -7,494 -56%
GL
47
Graypoint LLC
New York
$302K +$302K +5,413 New
PA
48
Pinnacle Associates
New York
$275K
AWM
49
Apollon Wealth Management
South Carolina
$265K +$265K +4,750 New
PWMAG
50
Pinnacle Wealth Management Advisory Group
New Jersey
$246K