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JPMorgan BetaBuilders US Aggregate Bond ETF

110 hedge funds and large institutions have $626M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 53.73%55.34% (+1.6%)

1% more capital invested

Capital invested by funds: $622M → $626M (+$3.52M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less funds holding

Funds holding: 114110 (-4)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avestar Capital
New York
$502K +$47.5K +1,023 +10%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$484K -$2.6K -56 -0.5%
SMI
53
Shelter Mutual Insurance
Missouri
$480K
EWM
54
Elevation Wealth Management
Minnesota
$466K -$28.8K -620 -6%
5W
55
5T Wealth
California
$431K +$15.9K +342 +4%
SPI
56
Sutton Place Investors
New York
$419K +$6.64K +143 +2%
ACA
57
Ascension Capital Advisors
Texas
$392K +$395K +8,494 New
PWM
58
Perigon Wealth Management
California
$382K -$465 -10 -0.1%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$381K +$96.4K +2,074 +34%
SG
60
StoneX Group
New York
$367K +$104K +2,238 +39%
MMA
61
Miracle Mile Advisors
California
$351K -$186 -4 -0.1%
PGF
62
Plan Group Financial
Oklahoma
$338K +$4.18K +90 +1%
SI
63
Stephens Inc
Arkansas
$325K -$4.65K -100 -1%
PIA
64
Perennial Investment Advisors
California
$305K +$3.3K +71 +1%
IP
65
Ignite Planners
California
$304K -$4.79K -103 -2%
CW
66
CreativeOne Wealth
Kansas
$283K +$929 +20 +0.3%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$263K +$265K +5,696 New
PAG
68
Private Advisor Group
New Jersey
$247K +$418 +9 +0.2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$240K -$2.09M -44,903 -90%
SA
70
Sanctuary Advisors
Indiana
$239K +$418 +9 +0.2%
BFWM
71
Bright Futures Wealth Management
New York
$234K +$235K +5,068 New
B
72
Bensler
Washington
$226K -$46 -1 -0%
IA
73
IFP Advisors
Florida
$218K +$22.1K +475 +11%
BFG
74
Bouchey Financial Group
New York
$218K
FWM
75
Fonville Wealth Management
Virginia
$215K -$5.71K -123 -3%