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JPMorgan BetaBuilders US Aggregate Bond ETF

65 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.48% less ownership

Funds ownership: 92.55%92.07% (-0.48%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.78M)

4% less funds holding

Funds holding: 6865 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
28
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$223K -$133K -2,781 -36%
PA
52
Pinnacle Associates
New York
$205K
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$100K
SPIA
54
Steward Partners Investment Advisory
New York
$61K
GWM
55
Geneos Wealth Management
Colorado
$51K
GWSG
56
GPS Wealth Strategies Group
Colorado
$50K +$52.4K +1,099 New
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$47K -$32.2K -675 -39%
Wells Fargo
58
Wells Fargo
California
$23K +$23.7K +497 +49,700%
MCC
59
Money Concepts Capital
Florida
$9K -$5.39K -113 -37%
BC
60
Barrett & Company
Rhode Island
$7.55K +$7.87K +165 New
TRCT
61
Tower Research Capital (TRC)
New York
$5K +$4.77K +100 New
APA
62
American Portfolios Advisors
New York
$4.09K
GRP
63
Global Retirement Partners
California
$2K
CAL
64
Capital Analysts LLC
Pennsylvania
$1K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$11
FTUS
66
Flow Traders U.S.
New York
-$1.37M -28,470 Closed
BFG
67
Bouchey Financial Group
New York
-$1.13M -23,509 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
-$349K -7,284 Closed
TCM
69
Triumph Capital Management
Colorado
-$250K -5,214 Closed
SFG
70
SNS Financial Group
Minnesota
-$209K -4,356 Closed
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
-$9K -186 Closed