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JPMorgan BetaBuilders US Aggregate Bond ETF

72 hedge funds and large institutions have $1.04B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

6% more funds holding

Funds holding: 6872 (+4)

3.09% more ownership

Funds ownership: 91.33%94.42% (+3.1%)

4% more capital invested

Capital invested by funds: $1.01B → $1.04B (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
29
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$265K -$12K -222 -4%
GL
52
Graypoint LLC
New York
$260K +$261K +4,829 New
PA
53
Pinnacle Associates
New York
$258K -$13K -240 -5%
SFG
54
SNS Financial Group
Minnesota
$235K +$236K +4,356 New
PWMAG
55
Pinnacle Wealth Management Advisory Group
New Jersey
$230K -$13K -240 -5%
TIM
56
Total Investment Management
Arizona
$207K -$183K -3,390 -47%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$108K +$97.5K +1,803 +902%
UBS Group
58
UBS Group
Switzerland
$56K +$30.1K +556 +112%
SCA
59
Snowden Capital Advisors
New York
$47K +$48.1K +890 New
SPIA
60
Steward Partners Investment Advisory
New York
$34K +$27K +500 +400%
CTC
61
Central Trust Company
Missouri
$33K +$6.71K +124 +26%
MCC
62
Money Concepts Capital
Florida
$25K +$25.3K +468 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$13K
Jones Financial Companies
64
Jones Financial Companies
Missouri
$13K +$12.7K +235 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.1K +186 New
CCM
66
Covington Capital Management
California
$9K +$8.82K +163 New
CA
67
CoreCap Advisors
Michigan
$8K +$8.22K +152 New
APA
68
American Portfolios Advisors
New York
$4.85K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$1.41K +26 +87%
CAL
70
Capital Analysts LLC
Pennsylvania
$1K
Jane Street
71
Jane Street
New York
-$9.87M -181,874 Closed
Verition Fund Management
72
Verition Fund Management
Connecticut
-$5.69M -104,817 Closed
EIA
73
Eldridge Investment Advisors
New Hampshire
-$3.55M -65,363 Closed
SWP
74
Summit Wealth Partners
Florida
-$589K -10,858 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-$395K -7,270 Closed