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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

65 hedge funds and large institutions have $1.24B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 4 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
23
Increased
4
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$862M
2
AWA
2
ARS Wealth Advisors
Florida
$47M
3
BFG
3
Berger Financial Group
Minnesota
$41.5M
4
Jane Street
4
Jane Street
New York
$20.6M
5
CW
5
CreativeOne Wealth
Kansas
$16.6M

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
CCG
2
Cypress Capital Group
Florida
$1.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$306K 5,635 -7,087 -56%
UBS Group
52
UBS Group
Switzerland
$280K 5,129 +3,111 +154%
PA
53
Pinnacle Associates
New York
$273K 5,020 +5,020 New
PWMAG
54
Pinnacle Wealth Management Advisory Group
New Jersey
$246K 4,508 -4,517 -50%
AC
55
Apella Capital
Connecticut
$243K 4,461 +4,461 New
SC
56
Slow Capital
California
$208K 3,818 +3,818 New
Wells Fargo
57
Wells Fargo
California
$16K 302 -302 -50%
LWM
58
Liberty Wealth Management
California
$14K 259 +147 +131%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$13K 237 +237 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$11K 200 -1,200 -86%
CTC
61
Central Trust Company
Missouri
$10K 188 +188 New
SPIA
62
Steward Partners Investment Advisory
New York
$7K 125 -425 -77%
William Blair & Company
63
William Blair & Company
Illinois
$4K 71 +71 New
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$2K 30 -31 -51%
MIAN
65
Mariner Independent Advisor Network
Kansas
– – -218,801 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– – -142,227 Closed
FWM
67
Frontier Wealth Management
Missouri
– – -85,040 Closed
BFA
68
Beacon Financial Advisory
Ohio
– – -39,242 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– – -15,209 Closed
GL
70
Graypoint LLC
New York
– – -10,826 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– – -4,400 Closed
SBL
72
Sargent Bickham Lagudis
Colorado
– – -1,755 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– – -1,178 Closed
KFI
74
Key Financial Inc
Pennsylvania
– – -187 Closed
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
– – – –
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3
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