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JPMorgan BetaBuilders US Aggregate Bond ETF

99 hedge funds and large institutions have $743M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

15% less capital invested

Capital invested by funds: $871M → $743M (-$128M)

Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 +$63.6M
2 +$37M
3 +$13.2M
4
Morgan Stanley
Morgan Stanley
New York
+$11.3M
5
PAS
Park Avenue Securities
New York
+$10.3M

Top Sellers

1 -$227M
2 -$35M
3 -$8.07M
4
OMC
Old Mission Capital
Illinois
-$5.01M
5
FTUS
Flow Traders U.S.
New York
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$2.07M
LFG
27
Lockerman Financial Group
California
$1.95M
Bank of America
28
Bank of America
North Carolina
$1.93M
BFG
29
Berger Financial Group
Minnesota
$1.27M
FTUS
30
Flow Traders U.S.
New York
$1.19M
NAS
31
Nicolet Advisory Services
Wisconsin
$1.18M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.18M
OMC
33
Old Mission Capital
Illinois
$1.15M
TWM
34
Tradition Wealth Management
Minnesota
$1.13M
GVAG
35
Great Valley Advisor Group
Delaware
$982K
RWB
36
RMR Wealth Builders
New Jersey
$970K
CAM
37
Cobblestone Asset Management
Virginia
$942K
IWC
38
Integrated Wealth Concepts
Massachusetts
$902K
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$760K
MWA
40
MN Wealth Advisors
Kansas
$753K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$685K
GWM
42
Geneos Wealth Management
Colorado
$678K
OP
43
ORG Partners
Indiana
$629K
AG
44
Ascent Group
Virginia
$619K
Raymond James Financial
45
Raymond James Financial
Florida
$593K
HF
46
HRT Financial
New York
$575K
AOWM
47
Alpha Omega Wealth Management
Virginia
$551K
TPWA
48
Twin Peaks Wealth Advisors
California
$526K
CWA
49
Continuum Wealth Advisors
New York
$516K
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$512K