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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Overview Fund Activity

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.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.25%
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

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.18B
2
Jane Street
2
Jane Street
New York
$201M
3
IHWM
3
Iron Horse Wealth Management
Iowa
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$8.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.2M
2
CW
2
CreativeOne Wealth
Kansas
$2.41M
3
GM
3
GeoWealth Management
Illinois
$123K
4
OMC
4
Old Mission Capital
Illinois
$1.54M
5
WEG
5
World Equity Group
Illinois
$617K
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
51
Perennial Investment Advisors
California
$368K 7,976 -5,949 -43%
GCM
52
Gallacher Capital Management
Colorado
$362K 7,848 -319 -4%
BFA
53
Beacon Financial Advisory
Ohio
$350K 7,582 -2,660 -26%
CA
54
Cetera Advisors
Colorado
$328K 7,101 +202 +3%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$322K 5,811 +3,350 +136%
CWA
56
Continuum Wealth Advisors
New York
$316K 6,847 -346 -5%
CFG
57
Cooper Financial Group
California
$309K 6,683 +6,683 New
AFAS
58
Acorn Financial Advisory Services
Virginia
$288K 6,232 +6,232 New
TCA
59
Transcend Capital Advisors
New Jersey
$273K 5,911 -131 -2%
BPA
60
Beacon Pointe Advisors
California
$270K 5,839 -9,310 -61%
JWCA
61
J.W. Cole Advisors
Florida
$263K 5,697 – –
AG
62
Ascent Group
Virginia
$237K 5,198 +5,198 New
LWM
63
Lodestone Wealth Management
Washington
$229K 4,962 -18 -0.4%
CFS
64
CRA Financial Services
New Jersey
$226K 4,900 – –
PA
65
PFG Advisors
Arizona
$204K 4,413 +131 +3%
VNA
66
Valley National Advisers
Pennsylvania
$188K 4,067 -15,206 -79%
IGWM
67
ICA Group Wealth Management
Colorado
$175K 3,786 +3,786 New
FFA
68
Farther Finance Advisors
California
$133K 2,875 +2,875 New
GM
69
GeoWealth Management
Illinois
$123K 2,663 -143,074 -98%
GRP
70
Global Retirement Partners
California
$121K 2,622 -5 -0.2%
LFA
71
LGT Financial Advisors
Texas
$111K 2,405 +2,405 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$12K 269 – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$11K 237 – –
BC
74
Barrett & Company
Rhode Island
$7.62K 165 – –
KFI
75
Key Financial Inc
Pennsylvania
$4.3K 93 – –
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3
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