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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.2M
4
WAAG
4
Wealth Alliance Advisory Group
Kansas
$10.4M
5
PAS
5
Park Avenue Securities
New York
$7.74M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$967M
2
Jane Street
2
Jane Street
New York
$35.4M
3
LPL Financial
3
LPL Financial
California
$113M
4
Bank of America
4
Bank of America
North Carolina
$18.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$3.59M 81,147 -47,740 -37%
NAS
27
Nicolet Advisory Services
Wisconsin
$3.57M 81,682 -20,578 -20%
GWSG
28
GPS Wealth Strategies Group
Colorado
$2.74M 62,012 +12,033 +24%
CFG
29
Cooper Financial Group
California
$2.68M 60,643 +53,960 +807%
AA
30
ACT Advisors
North Carolina
$2.64M 59,638 +59,638 New
AWM
31
AE Wealth Management
Kansas
$2.64M 59,628 +5,344 +10%
RWPA
32
Richard W. Paul & Associates
Michigan
$2.62M 59,238 +5,483 +10%
CAN
33
Cetera Advisor Networks
California
$2.48M 56,159 +56,159 New
AI
34
Atria Investments
North Carolina
$2.41M 54,528 +2,025 +4%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$2.39M 53,973 -30,959 -36%
B
36
Bailard
California
$1.79M 40,472 +479 +1%
LFG
37
Lockerman Financial Group
California
$1.66M 37,489 +37,489 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.62M 36,641 +36,641 New
CW
39
CreativeOne Wealth
Kansas
$1.54M 34,720 -17,425 -33%
IWC
40
Integrated Wealth Concepts
Massachusetts
$1.28M 28,890 -18,504 -39%
SI
41
Stephens Inc
Arkansas
$919K 20,770 +620 +3%
FTUS
42
Flow Traders U.S.
New York
$851K 19,241 +19,241 New
GIA
43
Gladstone Institutional Advisory
Florida
$754K 17,055 +17,055 New
CFGS
44
Concourse Financial Group Securities
Alabama
$751K 16,985 +16,985 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$729K 16,481 -1,216 -7%
CA
46
Cetera Advisors
Colorado
$648K 14,645 +7,544 +106%
AOWM
47
Alpha Omega Wealth Management
Virginia
$588K 13,302 -176 -1%
KA
48
Kovack Advisors
Florida
$546K 12,353 -1,688 -12%
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$509K 11,519 -571 -5%
VCP
50
Verus Capital Partners
Arizona
$483K 10,922 -107 -1%
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