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JPMorgan BetaBuilders US Aggregate Bond ETF

74 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.03B → $1.51B (+$477M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5.62% more ownership

Funds ownership: 92.34%97.96% (+5.6%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding

Funds holding: 7474 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
16
Increased
25
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$2.16M +$2.14M +45,954 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.15M +$2.13M +45,748 New
B
28
Bailard
California
$1.85M +$74.5K +1,597 +4%
SPIA
29
Steward Partners Investment Advisory
New York
$1.76M +$1.53M +32,739 +676%
GWM
30
Geneos Wealth Management
Colorado
$1.62M +$1.55M +33,279 +2,942%
Morgan Stanley
31
Morgan Stanley
New York
$1.52M +$714K +15,313 +90%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.38M +$1.37M +29,313 New
GWSG
33
GPS Wealth Strategies Group
Colorado
$1.11M +$1.1M +23,695 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$1M -$36.7K -788 -4%
SI
35
Stephens Inc
Arkansas
$961K
NB
36
Nicolet Bankshares
Wisconsin
$932K -$588K -12,618 -39%
VNA
37
Valley National Advisers
Pennsylvania
$905K
RCIM
38
Red Cedar Investment Management
Michigan
$792K
PAG
39
Private Advisor Group
New Jersey
$726K +$721K +15,467 New
BPA
40
Beacon Pointe Advisors
California
$711K -$20.6K -442 -3%
KA
41
Kovack Advisors
Florida
$661K -$63.1K -1,353 -9%
PIA
42
Perennial Investment Advisors
California
$654K +$649K +13,925 New
AOWM
43
Alpha Omega Wealth Management
Virginia
$631K +$3.03K +65 +0.5%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$574K -$103K -2,205 -15%
Citadel Advisors
45
Citadel Advisors
Florida
$548K -$5.58M -119,595 -91%
VCP
46
Verus Capital Partners
Arizona
$538K -$3.68K -79 -0.7%
CTC
47
Central Trust Company
Missouri
$529K -$303K -6,495 -37%
AF
48
Allworth Financial
California
$526K -$20.7K -445 -4%
BFA
49
Beacon Financial Advisory
Ohio
$481K -$142K -3,056 -23%
PTC
50
Private Trust Company
Ohio
$408K +$405K +8,685 New