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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

79 hedge funds and large institutions have $1.97B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

30% more capital invested

Capital invested by funds: $1.51B → $1.97B (+$458M)

7% more funds holding

Funds holding: 74 → 79 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9.28% less ownership

Funds ownership: 97.96% → 88.69% (-9.3%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$289M
2
Jane Street
Jane Street
New York
+$200M
3
IHWM
Iron Horse Wealth Management
Iowa
+$16.5M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$6.09M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$26.3M
2
CW
CreativeOne Wealth
Kansas
-$15.2M
3
GM
GeoWealth Management
Illinois
-$6.67M
4
OMC
Old Mission Capital
Illinois
-$5.34M
5
WEG
World Equity Group
Illinois
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
51
Perennial Investment Advisors
California
$368K -$277K -5,949 -43%
GCM
52
Gallacher Capital Management
Colorado
$362K -$14.9K -319 -4%
BFA
53
Beacon Financial Advisory
Ohio
$350K -$124K -2,660 -26%
CA
54
Cetera Advisors
Colorado
$328K +$9.42K +202 +3%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$322K +$156K +3,350 +136%
CWA
56
Continuum Wealth Advisors
New York
$316K -$16.1K -346 -5%
CFG
57
Cooper Financial Group
California
$309K +$312K +6,683 New
AFAS
58
Acorn Financial Advisory Services
Virginia
$288K +$290K +6,232 New
TCA
59
Transcend Capital Advisors
New Jersey
$273K -$6.11K -131 -2%
BPA
60
Beacon Pointe Advisors
California
$270K -$434K -9,310 -61%
JWCA
61
J.W. Cole Advisors
Florida
$263K – – –
AG
62
Ascent Group
Virginia
$237K +$242K +5,198 New
LWM
63
Lodestone Wealth Management
Washington
$229K -$839 -18 -0.4%
CFS
64
CRA Financial Services
New Jersey
$226K – – –
PA
65
PFG Advisors
Arizona
$204K +$6.11K +131 +3%
VNA
66
Valley National Advisers
Pennsylvania
$188K -$709K -15,206 -79%
IGWM
67
ICA Group Wealth Management
Colorado
$175K +$176K +3,786 New
FFA
68
Farther Finance Advisors
California
$133K +$134K +2,875 New
GM
69
GeoWealth Management
Illinois
$123K -$6.67M -143,074 -98%
GRP
70
Global Retirement Partners
California
$121K -$233 -5 -0.2%
LFA
71
LGT Financial Advisors
Texas
$111K +$112K +2,405 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$12K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$11K – – –
BC
74
Barrett & Company
Rhode Island
$7.62K – – –
KFI
75
Key Financial Inc
Pennsylvania
$4.29K – – –
1 2
3
4

BBAG Hedge Fund Activity: Q2 2023 in Review

79 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2023, worth a combined $1.97B — up 30% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBAG positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $289M. The largest seller was Bank of America, cutting an estimated $26.3M.

  • 79 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $1.97B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2023, up 30% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2023 and 8 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $289M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2023 was Bank of America, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2023.