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JPMorgan BetaBuilders US Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 6568 (+3)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

19% less capital invested

Capital invested by funds: $1.24B → $1.01B (-$231M)

19.68% less ownership

Funds ownership: 111.01%91.33% (-20%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Strategic Wealth Management
Washington
$2.51M -$3.42M -62,387 -57%
AI
27
Atria Investments
North Carolina
$2.26M +$156K +2,851 +7%
LPL Financial
28
LPL Financial
California
$2.19M +$8.11K +148 +0.4%
B
29
Bailard
California
$2.18M +$71.9K +1,313 +3%
5L
30
55I LLC
Massachusetts
$2.11M +$1.47M +26,750 +219%
SDWIA
31
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.92M +$132K +2,411 +7%
KAS
32
Kestra Advisory Services
Texas
$1.85M +$1.87M +34,159 New
CCG
33
Cypress Capital Group
Florida
$1.31M -$468K -8,543 -26%
BPA
34
Beacon Pointe Advisors
California
$1.28M +$1.3M +23,674 New
BFG
35
Bouchey Financial Group
New York
$1.26M +$11.6K +211 +0.9%
SI
36
Stephens Inc
Arkansas
$1.13M +$45.2K +825 +4%
BFA
37
Beacon Financial Advisory
Ohio
$1.07M +$1.08M +19,683 New
VAS
38
Vestmark Advisory Solutions
Massachusetts
$1.03M +$212K +3,861 +25%
RCIM
39
Red Cedar Investment Management
Michigan
$796K +$804K +14,668 New
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$723K +$166K +3,036 +30%
FTUS
41
Flow Traders U.S.
New York
$715K -$3.33M -60,806 -82%
CFS
42
CRA Financial Services
New Jersey
$665K +$116K +2,110 +21%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$613K -$3.78K -69 -0.6%
AOWM
44
Alpha Omega Wealth Management
Virginia
$611K -$164 -3 -0%
SWP
45
Summit Wealth Partners
Florida
$589K
SCM
46
Stonehearth Capital Management
Massachusetts
$437K -$2.41K -44 -0.5%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$415K +$72.5K +1,323 +21%
Citadel Advisors
48
Citadel Advisors
Florida
$395K +$398K +7,270 New
TIM
49
Total Investment Management
Arizona
$393K -$31.6M -577,581 -99%
LFAS
50
Level Four Advisory Services
Texas
$371K -$1.42M -25,858 -79%