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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

53 hedge funds and large institutions have $508M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

8.28% less ownership

Funds ownership: 39.21% → 30.93% (-8.3%)

15% less funds holding

Funds holding: 62 → 53 (-9)

24% less capital invested

Capital invested by funds: $664M → $508M (-$156M)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

Holders
53
Holders Change
-9
Holders Change %
-14.52%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
7
Increased
25
Reduced
15
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$19.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$10.6M
3
LPT
Legacy Private Trust
Wisconsin
+$5.7M
4
Bank of America
Bank of America
North Carolina
+$1.4M
5
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
AWA
ARS Wealth Advisors
Florida
-$46.2M
2
CW
CreativeOne Wealth
Kansas
-$45.3M
3
BFG
Berger Financial Group
Minnesota
-$37.2M
4
TIM
Total Investment Management
Arizona
-$29.3M
5
ACM
Avalon Capital Management
California
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$1.74M +$179K +3,282 +11%
ECM
27
Evergreen Capital Management
Washington
$1.45M -$83.7K -1,532 -5%
SDWIA
28
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M +$1.32M +24,255 New
SI
29
Stephens Inc
Arkansas
$1.07M +$118K +2,163 +12%
BFA
30
Beacon Financial Advisory
Ohio
$1.05M +$1.07M +19,621 New
SWP
31
Summit Wealth Partners
Florida
$685K +$198K +3,630 +40%
AFAS
32
Acorn Financial Advisory Services
Virginia
$671K +$60.8K +1,113 +10%
AOWM
33
Alpha Omega Wealth Management
Virginia
$609K -$128K -2,341 -17%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$608K +$60.3K +1,105 +11%
CFS
35
CRA Financial Services
New Jersey
$545K +$62.6K +1,147 +13%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$453K +$461K +8,432 New
JWCA
37
J.W. Cole Advisors
Florida
$414K -$12.3K -225 -3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$408K +$415K +7,605 New
Deutsche Bank
39
Deutsche Bank
Germany
$393K +$399K +7,313 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$341K +$14.4K +263 +4%
GL
41
Graypoint LLC
New York
$291K – – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$290K -$25.4K -465 -8%
PWMAG
43
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$4.92K +90 +2%
TRCT
44
Tower Research Capital (TRC)
New York
$118K +$120K +2,200 New
UBS Group
45
UBS Group
Switzerland
$54K -$1.91K -35 -3%
SBL
46
Sargent Bickham Lagudis
Colorado
$47K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$38K -$30.3K -555 -44%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$32K +$32.2K +589 New
MCC
49
Money Concepts Capital
Florida
$25K -$23.8K -435 -48%
Wells Fargo
50
Wells Fargo
California
$16K – – –
1
2
3

BBAG Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2021, worth a combined $508M — down 24% from $664M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BBAG and 7 opened new positions — a net loss of 9 holders — while 15 trimmed existing stakes and 25 added.

The largest buyer was Allworth Financial, adding an estimated $19.1M. The largest seller was ARS Wealth Advisors, exiting entirely with an estimated $46.2M sold.

  • 53 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2021, down from 62 in Q4 2020.
  • Funds reported $508M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2021, down 24% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2021 and 16 closed out, a net change of -9 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2021 was Allworth Financial, an estimated $19.1M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2021 was ARS Wealth Advisors, an estimated $46.2M sold.

Based on aggregated 13F filings for Q1 2021.