We are live on ! Find out more
BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF

91 hedge funds and large institutions have $1.26B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 9091 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.64% less ownership

Funds ownership: 81.41%75.77% (-5.6%)

16% less capital invested

Capital invested by funds: $1.51B → $1.26B (-$244M)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
30
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$2.49M +$25.1K +547 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$2.49M -$1.67M -36,445 -40%
AA
28
ACT Advisors
North Carolina
$2.33M -$126K -2,737 -5%
B
29
Bailard
California
$2M +$90.5K +1,974 +5%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.82M -$1.28M -27,889 -41%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.54M -$297K -6,470 -16%
RJA
32
Raymond James & Associates
Florida
$1.31M -$635K -13,833 -33%
CW
33
CreativeOne Wealth
Kansas
$1.22M -$128K -2,795 -9%
MWA
34
MN Wealth Advisors
Kansas
$1.21M +$21.8K +476 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$1.11M +$488K +10,637 +79%
LFG
36
Lockerman Financial Group
California
$1.04M -$247K -5,380 -19%
SFC
37
Strategic Financial Concepts
Texas
$1.02M +$1.02M +22,312 New
SI
38
Stephens Inc
Arkansas
$981K +$35.1K +765 +4%
IWC
39
Integrated Wealth Concepts
Massachusetts
$895K -$216K -4,712 -19%
CFG
40
Cooper Financial Group
California
$808K -$1.85M -40,246 -70%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$630K -$10.9K -238 -2%
AG
42
Ascent Group
Virginia
$626K +$50.2K +1,094 +9%
CA
43
Cetera Advisors
Colorado
$612K +$29.1K +635 +5%
AOWM
44
Alpha Omega Wealth Management
Virginia
$594K -$642 -14 -0.1%
HWAM
45
Hennion & Walsh Asset Management
New Jersey
$572K +$85K +1,854 +17%
CWA
46
Continuum Wealth Advisors
New York
$554K +$128K +2,790 +30%
TCA
47
Transcend Capital Advisors
New Jersey
$509K +$37.2K +810 +8%
VCP
48
Verus Capital Partners
Arizona
$494K -$7.16K -156 -1%
CFGS
49
Concourse Financial Group Securities
Alabama
$490K -$105K -2,281 -18%
GIA
50
Gladstone Institutional Advisory
Florida
$485K -$74K -1,613 -13%