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JPMorgan BetaBuilders US Aggregate Bond ETF
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54 hedge funds and large institutions have $455M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

10% more funds holding

Funds holding: 49 → 54 (+5)

8% more capital invested

Capital invested by funds: $423M → $455M (+$31.9M)

1.39% less ownership

Funds ownership: 34.04% → 32.65% (-1.4%)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
8
Increased
28
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$85.2M
2
AWA
ARS Wealth Advisors
Florida
+$6.22M
3
TIM
Total Investment Management
Arizona
+$4.11M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.3M
5
CCG
Cypress Capital Group
Florida
+$2.02M

Top Sellers

1
IDA
Intelligence Driven Advisers
California
-$31.7M
2
CW
CreativeOne Wealth
Kansas
-$22.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$11.5M
4
BWP
BSW Wealth Partners
Colorado
-$10.2M
5
GM
GeoWealth Management
Illinois
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Allworth Financial
California
$167K -$1.8K -32 -1%
SC
52
Slow Capital
California
$164K +$165K +2,938 New
GWM
53
Geneos Wealth Management
Colorado
$41K – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$31K +$31.1K +555 New
SPIA
55
Steward Partners Investment Advisory
New York
$7K -$16.9K -301 -71%
JWCA
56
J.W. Cole Advisors
Florida
– -$444K -7,940 Closed
PAG
57
Private Advisor Group
New Jersey
– -$2K -41 Closed
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