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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $508M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 16 closing their positions.

Holders
53
Holders Change
-9
Holders Change %
-14.52%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
7
Increased
25
Reduced
15
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$295M
3
LPT
3
Legacy Private Trust
Wisconsin
$9.38M
4
Bank of America
4
Bank of America
North Carolina
$3.5M
5
SDWIA
5
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.3M

Top Sellers

1
AWA
1
ARS Wealth Advisors
Florida
$0
2
CW
2
CreativeOne Wealth
Kansas
$0
3
BFG
3
Berger Financial Group
Minnesota
$0
4
TIM
4
Total Investment Management
Arizona
$26.8M
5
ACM
5
Avalon Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$14.8K 550 +300 +120%
KFI
52
Key Financial Inc
Pennsylvania
$5K 187 – –
LWM
53
Liberty Wealth Management
California
$3K 112 – –
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$2K 61 – –
AWA
55
ARS Wealth Advisors
Florida
– – -1,657,854 Closed
CW
56
CreativeOne Wealth
Kansas
– – -1,627,373 Closed
BFG
57
Berger Financial Group
Minnesota
– – -1,336,817 Closed
ACM
58
Avalon Capital Management
California
– – -153,817 Closed
SCM
59
Stonehearth Capital Management
Massachusetts
– – -148,705 Closed
HighTower Advisors
60
HighTower Advisors
Illinois
– – -143,894 Closed
SS
61
Simplicity Solutions
Minnesota
– – -94,223 Closed
OMC
62
Old Mission Capital
Illinois
– – -60,084 Closed
BFG
63
Bouchey Financial Group
New York
– – -38,578 Closed
FTUS
64
Flow Traders U.S.
New York
– – -25,021 Closed
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
– – -19,127 Closed
PA
66
Pinnacle Associates
New York
– – -9,870 Closed
AWM
67
Apollon Wealth Management
South Carolina
– – -9,499 Closed
XF
68
XML Financial
Maryland
– – -8,789 Closed
MC
69
Moors & Cabot
Massachusetts
– – -8,000 Closed
GWM
70
Geneos Wealth Management
Colorado
– – -1,499 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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