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JPMorgan BetaBuilders US Aggregate Bond ETF

90 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

57% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 49

Holders
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$46.5M
2 +$23.8M
3 +$4.33M
4
B
Bensler
Washington
+$1.2M
5
CA
CGN Advisors
Kansas
+$980K

Top Sellers

1 -$66.7M
2 -$35.6M
3 -$29.3M
4
LPL Financial
LPL Financial
California
-$29.2M
5
Bank of America
Bank of America
North Carolina
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.5M
27
$2.5M
28
$2.02M
29
$1.97M
30
$1.94M
31
$1.86M
32
$1.66M
33
$1.37M
34
$1.35M
35
$1.32M
36
$1.31M
37
$1.21M
38
$1.21M
39
$1.13M
40
$960K
41
$722K
42
$650K
43
$628K
44
$605K
45
$603K
46
$591K
47
$574K
48
$567K
49
$508K
50
$494K