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JPMorgan BetaBuilders US Aggregate Bond ETF

68 hedge funds and large institutions have $1.02B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 6368 (+5)

7% less capital invested

Capital invested by funds: $1.1B → $1.02B (-$79.7M)

13.48% less ownership

Funds ownership: 106.03%92.55% (-13%)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
19
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.53M -$25.1K -518 -2%
FWM
27
Frontier Wealth Management
Missouri
$1.42M +$1.43M +29,495 New
NB
28
Nicolet Bankshares
Wisconsin
$1.38M +$1.4M +28,822 New
FTUS
29
Flow Traders U.S.
New York
$1.37M +$1.38M +28,470 New
AF
30
Allworth Financial
California
$1.14M -$313K -6,458 -21%
BFG
31
Bouchey Financial Group
New York
$1.13M +$45K +928 +4%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.09M +$859K +17,716 +351%
SI
33
Stephens Inc
Arkansas
$1.01M +$24.2K +500 +2%
Morgan Stanley
34
Morgan Stanley
New York
$970K -$7.48M -154,176 -88%
BPA
35
Beacon Pointe Advisors
California
$886K -$16.5K -340 -2%
BFA
36
Beacon Financial Advisory
Ohio
$807K +$815K +16,814 New
RCIM
37
Red Cedar Investment Management
Michigan
$704K
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$680K +$38K +783 +6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$604K +$191K +3,931 +45%
VCP
40
Verus Capital Partners
Arizona
$526K -$679 -14 -0.1%
CFS
41
CRA Financial Services
New Jersey
$499K +$14.5K +300 +3%
AOWM
42
Alpha Omega Wealth Management
Virginia
$445K -$90K -1,855 -17%
SCM
43
Stonehearth Capital Management
Massachusetts
$419K +$426K +8,780 New
LFAS
44
Level Four Advisory Services
Texas
$368K -$36.7K -757 -9%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$349K +$353K +7,284 New
JWCA
46
J.W. Cole Advisors
Florida
$345K -$25.1K -517 -7%
BFA
47
Beaumont Financial Advisors
Massachusetts
$341K +$345K +7,104 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$260K +$242 +5 +0.1%
TCM
49
Triumph Capital Management
Colorado
$250K +$253K +5,214 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$247K -$3.83K -79 -2%