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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

63 hedge funds and large institutions have $1.1B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11.61% more ownership

Funds ownership: 94.42% → 106.03% (+12%)

6% more capital invested

Capital invested by funds: $1.04B → $1.1B (+$59.4M)

13% less funds holding

Funds holding: 72 → 63 (-9)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
17
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$107M
2
SP
Symmetry Partners
Connecticut
+$63.1M
3
Bank of America
Bank of America
North Carolina
+$40.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$10.5M
5
BFG
Berger Financial Group
Minnesota
+$5.77M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$39.8M
2
AF
Allworth Financial
California
-$20.3M
3
FTUS
Flow Traders U.S.
New York
-$10.2M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$8.56M
5
Morgan Stanley
Morgan Stanley
New York
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$1.53M -$20.3M -390,434 -93%
BFG
27
Bouchey Financial Group
New York
$1.14M +$7.54K +145 +0.6%
SI
28
Stephens Inc
Arkansas
$1.03M -$20.8K -400 -2%
Jane Street
29
Jane Street
New York
$996K +$1.03M +19,716 New
BPA
30
Beacon Pointe Advisors
California
$951K -$78.2K -1,503 -7%
RCIM
31
Red Cedar Investment Management
Michigan
$741K – – –
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$677K -$27K -519 -4%
AOWM
33
Alpha Omega Wealth Management
Virginia
$562K -$2.24K -43 -0.4%
VCP
34
Verus Capital Partners
Arizona
$528K +$573K +11,018 New
CFS
35
CRA Financial Services
New Jersey
$511K +$23.4K +450 +5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$437K +$37.6K +723 +9%
LFAS
37
Level Four Advisory Services
Texas
$426K -$19.5K -375 -4%
JWCA
38
J.W. Cole Advisors
Florida
$390K – – –
CCG
39
Cypress Capital Group
Florida
$386K -$153K -2,935 -28%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$273K -$117K -2,247 -29%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$264K -$126K -2,417 -32%
Osaic Holdings
42
Osaic Holdings
Arizona
$255K -$1.35M -25,905 -84%
TCA
43
Transcend Capital Advisors
New Jersey
$253K -$3.85K -74 -1%
PA
44
Pinnacle Associates
New York
$237K -$4.99K -96 -2%
UBS Group
45
UBS Group
Switzerland
$223K +$174K +3,354 +319%
SFG
46
SNS Financial Group
Minnesota
$220K – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$214K +$116K +2,234 +112%
PWMAG
48
Pinnacle Wealth Management Advisory Group
New Jersey
$211K -$4.99K -96 -2%
CTC
49
Central Trust Company
Missouri
$155K +$129K +2,472 +409%
EWA
50
EP Wealth Advisors
California
$139K +$143K +2,757 New
1
2
3 4

BBAG Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2022, worth a combined $1.1B — up 5.7% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BBAG and 11 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $39.8M sold.

  • 63 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2022, down from 72 in Q4 2021.
  • Funds reported $1.1B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2022, up 5.7% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2022 and 19 closed out, a net change of -8 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $107M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2022 was Integrated Wealth Concepts, an estimated $39.8M sold.

Based on aggregated 13F filings for Q1 2022.