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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

99 hedge funds and large institutions have $744M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

10% more funds holding

Funds holding: 90 → 99 (+9)

0.22% more ownership

Funds ownership: 56.25% → 56.47% (+0.22%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

15% less capital invested

Capital invested by funds: $871M → $744M (-$126M)

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
37
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$62.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13M
4
Morgan Stanley
Morgan Stanley
New York
+$11.2M
5
PAS
Park Avenue Securities
New York
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$224M
2
JP Morgan Chase
JP Morgan Chase
New York
-$34.6M
3
GFG
Goldstone Financial Group
Illinois
-$8.07M
4
OMC
Old Mission Capital
Illinois
-$4.95M
5
FTUS
Flow Traders U.S.
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$2.07M -$321K -7,039 -14%
LFG
27
Lockerman Financial Group
California
$1.95M +$693K +15,176 +56%
Bank of America
28
Bank of America
North Carolina
$1.93M +$275K +6,028 +17%
BFG
29
Berger Financial Group
Minnesota
$1.27M -$212K -4,636 -14%
FTUS
30
Flow Traders U.S.
New York
$1.19M -$3.36M -73,580 -74%
NAS
31
Nicolet Advisory Services
Wisconsin
$1.18M -$113K -2,473 -9%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.18M -$88.2K -1,932 -7%
OMC
33
Old Mission Capital
Illinois
$1.15M -$4.95M -108,555 -81%
TWM
34
Tradition Wealth Management
Minnesota
$1.13M +$172K +3,760 +18%
GVAG
35
Great Valley Advisor Group
Delaware
$982K +$970K +21,265 New
RWB
36
RMR Wealth Builders
New Jersey
$970K +$959K +21,017 New
CAM
37
Cobblestone Asset Management
Virginia
$942K -$10.8K -236 -1%
IWC
38
Integrated Wealth Concepts
Massachusetts
$902K +$340K +7,441 +62%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$760K -$103K -2,253 -12%
MWA
40
MN Wealth Advisors
Kansas
$753K -$32.8K -718 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$685K +$198K +4,340 +41%
GWM
42
Geneos Wealth Management
Colorado
$678K -$796K -17,452 -54%
OP
43
ORG Partners
Indiana
$629K +$624K +13,678 New
AG
44
Ascent Group
Virginia
$619K +$85.5K +1,873 +16%
Raymond James Financial
45
Raymond James Financial
Florida
$593K -$150K -3,282 -20%
HF
46
HRT Financial
New York
$575K +$569K +12,459 New
AOWM
47
Alpha Omega Wealth Management
Virginia
$551K +$4.24K +93 +0.8%
TPWA
48
Twin Peaks Wealth Advisors
California
$526K +$64.2K +1,406 +14%
CWA
49
Continuum Wealth Advisors
New York
$516K -$135K -2,950 -21%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$512K +$124K +2,714 +32%
1
2
3 4 5

BBAG Hedge Fund Activity: Q2 2025 in Review

99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2025, worth a combined $744M — down 15% from $871M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BBAG positions and 6 closed out — a net gain of 9 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $62.9M. The largest seller was Jane Street, cutting an estimated $224M.

  • 99 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $744M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $62.9M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2025 was Jane Street, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2025.