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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

65 hedge funds and large institutions have $1.24B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more capital invested

Capital invested by funds: $508M → $1.24B (+$730M)

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

80.08% more ownership

Funds ownership: 30.93% → 111.01% (+80%)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

23% more funds holding

Funds holding: 53 → 65 (+12)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
23
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$560M
2
AWA
ARS Wealth Advisors
Florida
+$46.7M
3
BFG
Berger Financial Group
Minnesota
+$41.2M
4
Jane Street
Jane Street
New York
+$20.4M
5
CW
CreativeOne Wealth
Kansas
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
-$5.88M
2
CCG
Cypress Capital Group
Florida
-$5.29M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.82M
4
FWM
Frontier Wealth Management
Missouri
-$2.28M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$4.03M +$4M +73,988 New
AWM
27
AE Wealth Management
Kansas
$2.91M +$142K +2,625 +5%
LPL Financial
28
LPL Financial
California
$2.19M -$306K -5,653 -12%
AI
29
Atria Investments
North Carolina
$2.12M +$99.2K +1,834 +5%
B
30
Bailard
California
$2.11M -$49.6K -917 -2%
SDWIA
31
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.79M +$470K +8,687 +36%
CCG
32
Cypress Capital Group
Florida
$1.78M -$5.29M -97,858 -75%
LFAS
33
Level Four Advisory Services
Texas
$1.78M +$12.2K +225 +0.7%
ECM
34
Evergreen Capital Management
Washington
$1.33M -$137K -2,533 -9%
BFG
35
Bouchey Financial Group
New York
$1.26M +$1.25M +23,093 New
SI
36
Stephens Inc
Arkansas
$1.09M -$54 -1 -0%
AFAS
37
Acorn Financial Advisory Services
Virginia
$975K +$292K +5,406 +43%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$831K +$819K +15,146 New
5L
39
55I LLC
Massachusetts
$664K +$660K +12,192 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$619K +$2.49K +46 +0.4%
AOWM
41
Alpha Omega Wealth Management
Virginia
$613K -$4.38K -81 -0.7%
SWP
42
Summit Wealth Partners
Florida
$591K -$103K -1,901 -15%
Verition Fund Management
43
Verition Fund Management
Connecticut
$571K +$568K +10,492 New
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$560K +$101K +1,859 +22%
CFS
45
CRA Financial Services
New Jersey
$553K – – –
SCM
46
Stonehearth Capital Management
Massachusetts
$441K +$438K +8,093 New
JWCA
47
J.W. Cole Advisors
Florida
$420K -$54 -1 -0%
Deutsche Bank
48
Deutsche Bank
Germany
$398K – – –
RJFSA
49
Raymond James Financial Services Advisors
Florida
$345K +$50.4K +931 +17%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$343K +$341K +6,300 New
1
2
3

BBAG Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2021, worth a combined $1.24B — up 144% from $508M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BBAG positions and 10 closed out — a net gain of 13 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $560M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $5.88M sold.

  • 65 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2021, up from 53 in Q1 2021.
  • Funds reported $1.24B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2021, up 144% quarter-over-quarter.
  • 23 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2021 and 10 closed out, a net change of +13 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $560M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2021 was Mariner Independent Advisor Network, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2021.