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JPMorgan BetaBuilders US Aggregate Bond ETF

74 hedge funds and large institutions have $1.03B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more funds holding

Funds holding: 6574 (+9)

2% more capital invested

Capital invested by funds: $1.01B → $1.03B (+$19.5M)

0.27% more ownership

Funds ownership: 92.07%92.34% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
20
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEG
26
World Equity Group
Illinois
$2.14M +$19.3K +423 +0.9%
AI
27
Atria Investments
North Carolina
$2.01M +$39.5K +866 +2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.87M +$1.18M +25,819 +172%
B
29
Bailard
California
$1.73M -$139K -3,042 -7%
NB
30
Nicolet Bankshares
Wisconsin
$1.49M +$88K +1,928 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.41M +$438K +9,590 +45%
KAS
32
Kestra Advisory Services
Texas
$1.39M -$104K -2,275 -7%
OMC
33
Old Mission Capital
Illinois
$1.13M -$4.57M -100,059 -80%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.01M -$55.7K -1,219 -5%
SI
35
Stephens Inc
Arkansas
$937K -$7.85K -172 -0.8%
VNA
36
Valley National Advisers
Pennsylvania
$904K -$3.36M -73,666 -79%
CTC
37
Central Trust Company
Missouri
$814K +$385K +8,428 +90%
Morgan Stanley
38
Morgan Stanley
New York
$779K +$379K +8,296 +95%
RCIM
39
Red Cedar Investment Management
Michigan
$772K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$749K +$747K +16,360 New
FFG
41
Ford Financial Group
California
$740K -$578K -12,662 -44%
BPA
42
Beacon Pointe Advisors
California
$714K -$88.6K -1,940 -11%
KA
43
Kovack Advisors
Florida
$706K +$704K +15,428 New
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$660K -$18.2K -399 -3%
FTUS
45
Flow Traders U.S.
New York
$659K +$657K +14,399 New
AOWM
46
Alpha Omega Wealth Management
Virginia
$613K +$179K +3,915 +41%
BFA
47
Beacon Financial Advisory
Ohio
$609K -$145K -3,175 -19%
AF
48
Allworth Financial
California
$533K +$202K +4,428 +61%
VCP
49
Verus Capital Partners
Arizona
$528K +$46 +1 +0%
GCM
50
Gallacher Capital Management
Colorado
$379K +$378K +8,273 New