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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$689M
2
HCA
2
Heck Capital Advisors
Wisconsin
$11.6M
3
CCA
3
Clearwater Capital Advisors
Illinois
$21.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.01M
5
B
5
Bensler
Washington
$4.3M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$320K
2
AWAG
2
ARS Wealth Advisors Group
Florida
$0
3
Bank of America
3
Bank of America
North Carolina
$43.8M
4
ACP
4
Aveo Capital Partners
Colorado
$299K
5
OMC
5
Old Mission Capital
Illinois
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
WEG
26
World Equity Group
Illinois
$2.14M 46,745 +423 +0.9%
AI
27
Atria Investments
North Carolina
$2.01M 43,882 +866 +2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.87M 40,846 +25,819 +172%
B
29
Bailard
California
$1.73M 37,762 -3,042 -7%
NB
30
Nicolet Bankshares
Wisconsin
$1.49M 32,467 +1,928 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.41M 30,898 +9,590 +45%
KAS
32
Kestra Advisory Services
Texas
$1.39M 30,312 -2,275 -7%
OMC
33
Old Mission Capital
Illinois
$1.13M 24,589 -100,059 -80%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1.01M 22,132 -1,219 -5%
SI
35
Stephens Inc
Arkansas
$937K 20,460 -172 -0.8%
VNA
36
Valley National Advisers
Pennsylvania
$904K 19,273 -73,666 -79%
CTC
37
Central Trust Company
Missouri
$814K 17,767 +8,428 +90%
Morgan Stanley
38
Morgan Stanley
New York
$779K 17,008 +8,296 +95%
RCIM
39
Red Cedar Investment Management
Michigan
$772K 16,859 – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$749K 16,360 +16,360 New
FFG
41
Ford Financial Group
California
$740K 16,154 -12,662 -44%
BPA
42
Beacon Pointe Advisors
California
$714K 15,591 -1,940 -11%
KA
43
Kovack Advisors
Florida
$706K 15,428 +15,428 New
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$660K 14,423 -399 -3%
FTUS
45
Flow Traders U.S.
New York
$659K 14,399 +14,399 New
AOWM
46
Alpha Omega Wealth Management
Virginia
$613K 13,383 +3,915 +41%
BFA
47
Beacon Financial Advisory
Ohio
$609K 13,298 -3,175 -19%
AF
48
Allworth Financial
California
$533K 11,641 +4,428 +61%
VCP
49
Verus Capital Partners
Arizona
$528K 11,539 +1 +0%
GCM
50
Gallacher Capital Management
Colorado
$379K 8,273 +8,273 New
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