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JPMorgan BetaBuilders US Aggregate Bond ETF

72 hedge funds and large institutions have $1.04B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

6% more funds holding

Funds holding: 6872 (+4)

3.09% more ownership

Funds ownership: 91.33%94.42% (+3.1%)

4% more capital invested

Capital invested by funds: $1.01B → $1.04B (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
29
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Strategic Wealth Management
Washington
$2.5M
AI
27
Atria Investments
North Carolina
$2.39M +$143K +2,643 +6%
B
28
Bailard
California
$2.15M -$17.1K -316 -0.8%
SDWIA
29
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2M +$96.4K +1,782 +5%
KAS
30
Kestra Advisory Services
Texas
$1.75M -$90.5K -1,674 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.67M -$1.79M -33,180 -52%
BFG
32
Bouchey Financial Group
New York
$1.21M -$46.9K -868 -4%
SI
33
Stephens Inc
Arkansas
$1.13M +$1.89K +35 +0.2%
BPA
34
Beacon Pointe Advisors
California
$1.1M -$181K -3,349 -14%
SFS
35
Security Financial Services
Indiana
$1.08M +$1.09M +20,126 New
BFA
36
Beacon Financial Advisory
Ohio
$990K -$72.3K -1,337 -7%
RCIM
37
Red Cedar Investment Management
Michigan
$791K
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$751K +$32.1K +593 +4%
LPL Financial
39
LPL Financial
California
$735K -$1.45M -26,816 -66%
AOWM
40
Alpha Omega Wealth Management
Virginia
$595K -$4.54K -84 -0.7%
CCG
41
Cypress Capital Group
Florida
$571K -$733K -13,555 -56%
CFS
42
CRA Financial Services
New Jersey
$521K -$141K -2,600 -21%
PA
43
PFG Advisors
Arizona
$481K +$260K +4,810 +117%
LFAS
44
Level Four Advisory Services
Texas
$475K +$107K +1,974 +29%
SCM
45
Stonehearth Capital Management
Massachusetts
$451K +$16.5K +305 +4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$428K -$182K -3,363 -30%
JWCA
47
J.W. Cole Advisors
Florida
$416K +$417K +7,714 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$413K +$270 +5 +0.1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$412K +$399K +7,368 +2,739%
TCA
50
Transcend Capital Advisors
New Jersey
$274K +$275K +5,081 New