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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11.61% more ownership

Funds ownership: 94.42% → 106.03% (+12%)

6% more capital invested

Capital invested by funds: $1.04B → $1.1B (+$59.4M)

13% less funds holding

Funds holding: 72 → 63 (-9)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
0.99%
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

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$107M
2
SP
Symmetry Partners
Connecticut
+$63.1M
3
Bank of America
Bank of America
North Carolina
+$40.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$10.5M
5
BFG
Berger Financial Group
Minnesota
+$5.77M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$39.8M
2
AF
Allworth Financial
California
-$20.3M
3
FTUS
Flow Traders U.S.
New York
-$10.2M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$8.56M
5
Morgan Stanley
Morgan Stanley
New York
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$111K -$8.56M -164,528 -99%
HA
52
Herold Advisors
New York
$91K +$93.7K +1,802 New
MCC
53
Money Concepts Capital
Florida
$83K +$61.2K +1,176 +251%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$41K +$41.9K +806 New
SPIA
55
Steward Partners Investment Advisory
New York
$32K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
APA
58
American Portfolios Advisors
New York
$4.55K – – –
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
GRP
60
Global Retirement Partners
California
$3K +$2.86K +55 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.29K +44 New
IWC
62
Integrated Wealth Concepts
Massachusetts
– -$39.8M -738,526 Closed
FTUS
63
Flow Traders U.S.
New York
– -$10.2M -189,232 Closed
VAS
64
Vestmark Advisory Solutions
Massachusetts
– -$3.18M -58,914 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$2.54M -47,167 Closed
SPL
66
Smart Portfolios LLC
Washington
– -$2.5M -46,267 Closed
SFS
67
Security Financial Services
Indiana
– -$1.08M -20,126 Closed
BFA
68
Beacon Financial Advisory
Ohio
– -$990K -18,346 Closed
LPL Financial
69
LPL Financial
California
– -$735K -13,635 Closed
PA
70
PFG Advisors
Arizona
– -$481K -8,925 Closed
SCM
71
Stonehearth Capital Management
Massachusetts
– -$451K -8,354 Closed
BRWA
72
B. Riley Wealth Advisors
Florida
– -$265K -4,900 Closed
GL
73
Graypoint LLC
New York
– -$260K -4,829 Closed
TIM
74
Total Investment Management
Arizona
– -$207K -3,843 Closed
SCA
75
Snowden Capital Advisors
New York
– -$47K -890 Closed
1 2
3
4

BBAG Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2022, worth a combined $1.1B — up 5.7% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BBAG and 11 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $39.8M sold.

  • 63 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2022, down from 72 in Q4 2021.
  • Funds reported $1.1B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2022, up 5.7% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2022 and 19 closed out, a net change of -8 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $107M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2022 was Integrated Wealth Concepts, an estimated $39.8M sold.

Based on aggregated 13F filings for Q1 2022.