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JPMorgan BetaBuilders US Aggregate Bond ETF

65 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.48% less ownership

Funds ownership: 92.55%92.07% (-0.48%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.78M)

4% less funds holding

Funds holding: 6865 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
28
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bailard
California
$1.86M -$467K -9,776 -19%
KAS
27
Kestra Advisory Services
Texas
$1.48M +$33.9K +711 +2%
NB
28
Nicolet Bankshares
Wisconsin
$1.39M +$81.9K +1,717 +6%
FFG
29
Ford Financial Group
California
$1.31M -$2.85M -59,812 -67%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.06M +$1.11M +23,351 New
Osaic Holdings
31
Osaic Holdings
Arizona
$970K -$69.2K -1,450 -6%
SI
32
Stephens Inc
Arkansas
$939K -$16.5K -345 -2%
BPA
33
Beacon Pointe Advisors
California
$796K -$45.4K -951 -5%
RCIM
34
Red Cedar Investment Management
Michigan
$767K +$105K +2,191 +15%
BFA
35
Beacon Financial Advisory
Ohio
$750K -$16.3K -341 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$684K +$116K +2,438 +19%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$674K +$30.4K +638 +4%
VCP
38
Verus Capital Partners
Arizona
$525K +$25.5K +534 +5%
CFS
39
CRA Financial Services
New Jersey
$451K -$23.9K -500 -5%
AOWM
40
Alpha Omega Wealth Management
Virginia
$431K +$9.21K +193 +2%
CTC
41
Central Trust Company
Missouri
$425K +$219K +4,589 +97%
Morgan Stanley
42
Morgan Stanley
New York
$397K -$548K -11,483 -57%
SCM
43
Stonehearth Capital Management
Massachusetts
$395K -$4.39K -92 -1%
UBS Group
44
UBS Group
Switzerland
$339K +$260K +5,456 +273%
AF
45
Allworth Financial
California
$328K -$793K -16,607 -70%
BFA
46
Beaumont Financial Advisors
Massachusetts
$294K -$30.6K -641 -9%
JWCA
47
J.W. Cole Advisors
Florida
$259K -$71.6K -1,500 -21%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$247K +$334 +7 +0.1%
TCA
49
Transcend Capital Advisors
New Jersey
$235K +$27.7K +581 +13%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$234K