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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
12
Increased
25
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.7M
2
Bank of America
2
Bank of America
North Carolina
$27.5M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$5.69M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.9M
5
AWM
5
AE Wealth Management
Kansas
$4.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$649M
2
TIM
2
Total Investment Management
Arizona
$393K
3
Jane Street
3
Jane Street
New York
$9.87M
4
SPL
4
Smart Portfolios LLC
Washington
$2.51M
5
OMC
5
Old Mission Capital
Illinois
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
Strategic Wealth Management
Washington
$2.51M 46,267 -62,387 -57%
AI
27
Atria Investments
North Carolina
$2.26M 41,714 +2,851 +7%
LPL Financial
28
LPL Financial
California
$2.2M 40,451 +148 +0.4%
B
29
Bailard
California
$2.18M 40,118 +1,313 +3%
5L
30
55I LLC
Massachusetts
$2.11M 38,942 +26,750 +219%
SDWIA
31
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.92M 35,353 +2,411 +7%
KAS
32
Kestra Advisory Services
Texas
$1.85M 34,159 +34,159 New
CCG
33
Cypress Capital Group
Florida
$1.31M 24,140 -8,543 -26%
BPA
34
Beacon Pointe Advisors
California
$1.29M 23,674 +23,674 New
BFG
35
Bouchey Financial Group
New York
$1.27M 23,304 +211 +0.9%
SI
36
Stephens Inc
Arkansas
$1.13M 20,842 +825 +4%
BFA
37
Beacon Financial Advisory
Ohio
$1.07M 19,683 +19,683 New
VAS
38
Vestmark Advisory Solutions
Massachusetts
$1.03M 19,007 +3,861 +25%
RCIM
39
Red Cedar Investment Management
Michigan
$796K 14,668 +14,668 New
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$723K 13,327 +3,036 +30%
FTUS
41
Flow Traders U.S.
New York
$715K 13,182 -60,806 -82%
CFS
42
CRA Financial Services
New Jersey
$665K 12,260 +2,110 +21%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$613K 11,298 -69 -0.6%
AOWM
44
Alpha Omega Wealth Management
Virginia
$611K 11,257 -3 -0%
SWP
45
Summit Wealth Partners
Florida
$589K 10,858 – –
SCM
46
Stonehearth Capital Management
Massachusetts
$437K 8,049 -44 -0.5%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$415K 7,652 +1,323 +21%
Citadel Advisors
48
Citadel Advisors
Florida
$395K 7,270 +7,270 New
TIM
49
Total Investment Management
Arizona
$393K 7,233 -577,581 -99%
LFAS
50
Level Four Advisory Services
Texas
$371K 6,832 -25,858 -79%
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