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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$687M
2
5L
2
55I LLC
Massachusetts
$14.5M
3
FTUS
3
Flow Traders U.S.
New York
$10.2M
4
AF
4
Allworth Financial
California
$22.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.89M
2
Jane Street
2
Jane Street
New York
$0
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$0
4
EIA
4
Eldridge Investment Advisors
New Hampshire
$0
5
LPT
5
Legacy Private Trust
Wisconsin
$5.43M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
Strategic Wealth Management
Washington
$2.5M 46,267 – –
AI
27
Atria Investments
North Carolina
$2.39M 44,357 +2,643 +6%
B
28
Bailard
California
$2.15M 39,802 -316 -0.8%
SDWIA
29
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2M 37,135 +1,782 +5%
KAS
30
Kestra Advisory Services
Texas
$1.75M 32,485 -1,674 -5%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.67M 30,947 -33,180 -52%
BFG
32
Bouchey Financial Group
New York
$1.21M 22,436 -868 -4%
SI
33
Stephens Inc
Arkansas
$1.13M 20,877 +35 +0.2%
BPA
34
Beacon Pointe Advisors
California
$1.1M 20,325 -3,349 -14%
SFS
35
Security Financial Services
Indiana
$1.09M 20,126 +20,126 New
BFA
36
Beacon Financial Advisory
Ohio
$990K 18,346 -1,337 -7%
RCIM
37
Red Cedar Investment Management
Michigan
$791K 14,668 – –
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$751K 13,920 +593 +4%
LPL Financial
39
LPL Financial
California
$735K 13,635 -26,816 -66%
AOWM
40
Alpha Omega Wealth Management
Virginia
$595K 11,173 -84 -0.7%
CCG
41
Cypress Capital Group
Florida
$571K 10,585 -13,555 -56%
CFS
42
CRA Financial Services
New Jersey
$521K 9,660 -2,600 -21%
PA
43
PFG Advisors
Arizona
$481K 8,925 +4,810 +117%
LFAS
44
Level Four Advisory Services
Texas
$475K 8,806 +1,974 +29%
SCM
45
Stonehearth Capital Management
Massachusetts
$451K 8,354 +305 +4%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$428K 7,935 -3,363 -30%
JWCA
47
J.W. Cole Advisors
Florida
$416K 7,714 +7,714 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$413K 7,657 +5 +0.1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$412K 7,637 +7,368 +2,739%
TCA
50
Transcend Capital Advisors
New Jersey
$274K 5,081 +5,081 New
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