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JPMorgan BetaBuilders US Aggregate Bond ETF

92 hedge funds and large institutions have $1.07B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

9% more capital invested

Capital invested by funds: $979M → $1.07B (+$88.2M)

3.87% more ownership

Funds ownership: 65.95%69.82% (+3.9%)

3% less funds holding

Funds holding: 9592 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
42
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.41M -$3.91M -83,889 -74%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$1.33M -$138K -2,964 -10%
CW
28
CreativeOne Wealth
Kansas
$1.24M +$32.5K +698 +3%
MWA
29
MN Wealth Advisors
Kansas
$1.23M +$84.9K +1,822 +8%
LFG
30
Lockerman Financial Group
California
$1.06M +$84.7K +1,818 +9%
Prudential Financial
31
Prudential Financial
New Jersey
$983K +$205K +4,403 +27%
FTUS
32
Flow Traders U.S.
New York
$921K -$1.04M -22,363 -53%
Bank of America
33
Bank of America
North Carolina
$913K +$349K +7,485 +63%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$897K +$36.6K +786 +4%
AG
35
Ascent Group
Virginia
$856K +$107K +2,285 +14%
SPI
36
Sutton Place Investors
New York
$772K +$184K +3,957 +32%
CWA
37
Continuum Wealth Advisors
New York
$711K -$31.7K -679 -4%
CAM
38
Cobblestone Asset Management
Virginia
$670K +$210K +4,511 +47%
SI
39
Stephens Inc
Arkansas
$661K -$234K -5,030 -26%
RJA
40
Raymond James & Associates
Florida
$659K -$587K -12,592 -47%
Empower Advisory Group
41
Empower Advisory Group
Colorado
$657K +$648K +13,891 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$620K -$207K -4,447 -25%
SPIA
43
Steward Partners Investment Advisory
New York
$566K +$24.6K +528 +5%
AOWM
44
Alpha Omega Wealth Management
Virginia
$564K -$52.2K -1,119 -9%
TCA
45
Transcend Capital Advisors
New Jersey
$538K +$4.47K +96 +0.9%
GWM
46
Geneos Wealth Management
Colorado
$523K +$55.4K +1,189 +12%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$494K -$121K -2,586 -20%
SMI
48
Shelter Mutual Insurance
Missouri
$477K
VCP
49
Verus Capital Partners
Arizona
$461K -$31.7K -680 -7%
TPWA
50
Twin Peaks Wealth Advisors
California
$431K +$44.5K +955 +12%

BBAG Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q3 2024, worth a combined $1.07B — up 9% from $979M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BBAG and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 42 added.

The largest buyer was JP Morgan Chase, adding an estimated $77.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $22.4M sold.

  • 92 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $1.07B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q3 2024 and 14 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.4M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.