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JPMorgan BetaBuilders US Aggregate Bond ETF

88 hedge funds and large institutions have $1.58B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

11% more funds holding

Funds holding: 7988 (+9)

7.7% less ownership

Funds ownership: 88.69%80.99% (-7.7%)

20% less capital invested

Capital invested by funds: $1.97B → $1.58B (-$387M)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
18
Increased
23
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$3.59M -$2.16M -47,740 -37%
NAS
27
Nicolet Advisory Services
Wisconsin
$3.57M -$933K -20,578 -20%
GWSG
28
GPS Wealth Strategies Group
Colorado
$2.74M +$546K +12,033 +24%
CFG
29
Cooper Financial Group
California
$2.68M +$2.45M +53,960 +807%
AA
30
ACT Advisors
North Carolina
$2.64M +$2.7M +59,638 New
AWM
31
AE Wealth Management
Kansas
$2.64M +$242K +5,344 +10%
RWPA
32
Richard W. Paul & Associates
Michigan
$2.62M +$249K +5,483 +10%
CAN
33
Cetera Advisor Networks
California
$2.48M +$2.55M +56,159 New
AI
34
Atria Investments
North Carolina
$2.41M +$91.8K +2,025 +4%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$2.39M -$1.4M -30,959 -36%
B
36
Bailard
California
$1.79M +$21.7K +479 +1%
LFG
37
Lockerman Financial Group
California
$1.66M +$1.7M +37,489 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.62M +$1.66M +36,641 New
CW
39
CreativeOne Wealth
Kansas
$1.53M -$790K -17,425 -33%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.28M -$839K -18,504 -39%
SI
41
Stephens Inc
Arkansas
$919K +$28.1K +620 +3%
FTUS
42
Flow Traders U.S.
New York
$851K +$872K +19,241 New
GIA
43
Gladstone Institutional Advisory
Florida
$754K +$773K +17,055 New
CFGS
44
Concourse Financial Group Securities
Alabama
$751K +$770K +16,985 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$729K -$55.1K -1,216 -7%
CA
46
Cetera Advisors
Colorado
$648K +$342K +7,544 +106%
AOWM
47
Alpha Omega Wealth Management
Virginia
$588K -$7.98K -176 -1%
KA
48
Kovack Advisors
Florida
$546K -$76.5K -1,688 -12%
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$509K -$25.9K -571 -5%
VCP
50
Verus Capital Partners
Arizona
$483K -$4.85K -107 -1%