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JPMorgan BetaBuilders US Aggregate Bond ETF

68 hedge funds and large institutions have $1.02B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 6368 (+5)

7% less capital invested

Capital invested by funds: $1.1B → $1.02B (-$79.7M)

13.48% less ownership

Funds ownership: 106.03%92.55% (-13%)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
19
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
51
Central Trust Company
Missouri
$228K +$81.2K +1,674 +54%
TCA
52
Transcend Capital Advisors
New Jersey
$220K -$20.9K -430 -9%
PA
53
Pinnacle Associates
New York
$216K -$8.97K -185 -4%
SFG
54
SNS Financial Group
Minnesota
$209K
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$106K
UBS Group
56
UBS Group
Switzerland
$96K -$117K -2,410 -55%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$82K -$123K -2,527 -60%
SPIA
58
Steward Partners Investment Advisory
New York
$64K +$34.9K +719 +115%
GWM
59
Geneos Wealth Management
Colorado
$54K +$54.9K +1,131 New
MCC
60
Money Concepts Capital
Florida
$15K -$65K -1,341 -82%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$9K
APA
62
American Portfolios Advisors
New York
$4.32K
GRP
63
Global Retirement Partners
California
$3K
CAL
64
Capital Analysts LLC
Pennsylvania
$1K +$1.21K +25 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$11
Citadel Advisors
66
Citadel Advisors
Florida
-$10.2M -201,611 Closed
HCA
67
Heck Capital Advisors
Wisconsin
-$7.76M -153,658 Closed
5L
68
55I LLC
Massachusetts
-$5.62M -111,308 Closed
SDWIA
69
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$1.86M -36,849 Closed
CCG
70
Cypress Capital Group
Florida
-$386K -7,650 Closed
PWMAG
71
Pinnacle Wealth Management Advisory Group
New Jersey
-$211K -4,172 Closed
EWA
72
EP Wealth Advisors
California
-$139K -2,757 Closed
HA
73
Herold Advisors
New York
-$91K -1,802 Closed
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
-$41K -806 Closed
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
-$3K -56 Closed