BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF

113 hedge funds and large institutions have $622M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 56 reducing their positions, and 2 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 funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

17% less capital invested

Capital invested by funds: $753M → $622M (-$131M)

46% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 56

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$19.3M
2 +$4.32M
3 +$3.08M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.97M
5
FTUS
Flow Traders U.S.
New York
+$2.68M

Top Sellers

1 -$72.9M
2 -$36.9M
3 -$18M
4
JP Morgan Chase
JP Morgan Chase
New York
-$15.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Ascent Group
Virginia
$2.63M
B
27
Bailard
California
$2.59M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.33M
AA
29
ACT Advisors
North Carolina
$2.12M
MML Investors Services
30
MML Investors Services
Massachusetts
$2.03M
LPT
31
Legacy Private Trust
Wisconsin
$1.92M
SHJ
32
Sharkey, Howes & Javer
Colorado
$1.79M
KA
33
Kovack Advisors
Florida
$1.65M
GVAG
34
Great Valley Advisor Group
Delaware
$1.46M
OP
35
ORG Partners
Indiana
$1.26M
Raymond James Financial
36
Raymond James Financial
Florida
$1.22M
LFG
37
Lockerman Financial Group
California
$1.08M
SFC
38
Strategic Financial Concepts
Texas
$1.06M
BFG
39
Berger Financial Group
Minnesota
$1.02M
GWM
40
Geneos Wealth Management
Colorado
$1.01M
CAM
41
Cobblestone Asset Management
Virginia
$907K
AFA
42
Arlington Financial Advisors
California
$821K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$729K
MWA
44
MN Wealth Advisors
Kansas
$711K
NFG
45
Northbridge Financial Group
Florida
$645K
TPWA
46
Twin Peaks Wealth Advisors
California
$568K
AOWM
47
Alpha Omega Wealth Management
Virginia
$562K
EWM
48
Elevation Wealth Management
Minnesota
$499K
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$490K
SMI
50
Shelter Mutual Insurance
Missouri
$483K