BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Overview Fund Activity

63 hedge funds and large institutions have $1.1B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
17
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$748M
2
SP
2
Symmetry Partners
Connecticut
$61.3M
3
Bank of America
3
Bank of America
North Carolina
$49M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.2M
5
BFG
5
Berger Financial Group
Minnesota
$46.8M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$0
2
AF
2
Allworth Financial
California
$1.53M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$8.81M
5
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$111K
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$111K 2,206 -164,528 -99%
HA
52
Herold Advisors
New York
$91K 1,802 +1,802 New
MCC
53
Money Concepts Capital
Florida
$83K 1,644 +1,176 +251%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$41K 806 +806 New
SPIA
55
Steward Partners Investment Advisory
New York
$32K 625 – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12K 237 – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$9K 186 – –
APA
58
American Portfolios Advisors
New York
$4.55K 90 – –
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$3K 56 – –
GRP
60
Global Retirement Partners
California
$3K 55 +55 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2K 44 +44 New
IWC
62
Integrated Wealth Concepts
Massachusetts
– – -738,526 Closed
FTUS
63
Flow Traders U.S.
New York
– – -189,232 Closed
VAS
64
Vestmark Advisory Solutions
Massachusetts
– – -58,914 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– – -47,167 Closed
SPL
66
Smart Portfolios LLC
Washington
– – -46,267 Closed
SFS
67
Security Financial Services
Indiana
– – -20,126 Closed
BFA
68
Beacon Financial Advisory
Ohio
– – -18,346 Closed
LPL Financial
69
LPL Financial
California
– – -13,635 Closed
PA
70
PFG Advisors
Arizona
– – -8,925 Closed
SCM
71
Stonehearth Capital Management
Massachusetts
– – -8,354 Closed
BRWA
72
B. Riley Wealth Advisors
Florida
– – -4,900 Closed
GL
73
Graypoint LLC
New York
– – -4,829 Closed
TIM
74
Total Investment Management
Arizona
– – -3,843 Closed
SCA
75
Snowden Capital Advisors
New York
– – -890 Closed
1 2
3
4