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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
12
Increased
25
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.7M
2
Bank of America
2
Bank of America
North Carolina
$27.5M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$5.69M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.9M
5
AWM
5
AE Wealth Management
Kansas
$4.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$649M
2
TIM
2
Total Investment Management
Arizona
$393K
3
Jane Street
3
Jane Street
New York
$9.87M
4
SPL
4
Smart Portfolios LLC
Washington
$2.51M
5
OMC
5
Old Mission Capital
Illinois
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$278K 5,122 +5,122 New
PA
52
Pinnacle Associates
New York
$272K 5,020 – –
TSS
53
Two Sigma Securities
New York
$257K 4,741 +4,741 New
AC
54
Apella Capital
Connecticut
$255K 4,695 +234 +5%
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$245K 4,508 – –
PA
56
PFG Advisors
Arizona
$223K 4,115 +4,115 New
HA
57
Herold Advisors
New York
$97K 1,802 +1,802 New
UBS Group
58
UBS Group
Switzerland
$27K 495 -4,634 -90%
CTC
59
Central Trust Company
Missouri
$26K 480 +292 +155%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$15K 269 +69 +35%
LWM
61
Liberty Wealth Management
California
$14K 259 – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$13K 237 – –
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$11K 200 -6,100 -97%
SPIA
64
Steward Partners Investment Advisory
New York
$7K 125 – –
APA
65
American Portfolios Advisors
New York
$4.89K 90 +90 New
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$2K 30 – –
CAL
67
Capital Analysts LLC
Pennsylvania
$1K 25 +25 New
ECM
68
Evergreen Capital Management
Washington
– – -24,505 Closed
AFAS
69
Acorn Financial Advisory Services
Virginia
– – -17,910 Closed
JWCA
70
J.W. Cole Advisors
Florida
– – -7,714 Closed
Deutsche Bank
71
Deutsche Bank
Germany
– – -7,313 Closed
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
– – -5,635 Closed
SC
73
Slow Capital
California
– – -3,818 Closed
Wells Fargo
74
Wells Fargo
California
– – -302 Closed
William Blair & Company
75
William Blair & Company
Illinois
– – -71 Closed
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