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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

88 hedge funds and large institutions have $1.58B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
18
Increased
23
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Clearwater Capital Advisors
Illinois
$47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.2M
4
WAAG
4
Wealth Alliance Advisory Group
Kansas
$10.4M
5
PAS
5
Park Avenue Securities
New York
$7.74M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$967M
2
Jane Street
2
Jane Street
New York
$35.4M
3
LPL Financial
3
LPL Financial
California
$113M
4
Bank of America
4
Bank of America
North Carolina
$18.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
SMI
51
Shelter Mutual Insurance
Missouri
$460K 10,400 – –
Citadel Advisors
52
Citadel Advisors
Florida
$425K 9,618 -121,638 -93%
TCA
53
Transcend Capital Advisors
New Jersey
$400K 9,048 +3,137 +53%
AG
54
Ascent Group
Virginia
$394K 8,967 +3,769 +73%
CTC
55
Central Trust Company
Missouri
$389K 8,786 -2,213 -20%
CWA
56
Continuum Wealth Advisors
New York
$389K 8,786 +1,939 +28%
WEG
57
World Equity Group
Illinois
$387K 8,748 -4,603 -34%
SPI
58
Sutton Place Investors
New York
$373K 8,427 -1 -0%
PIA
59
Perennial Investment Advisors
California
$341K 7,715 -261 -3%
GCM
60
Gallacher Capital Management
Colorado
$340K 7,695 -153 -2%
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$336K 7,586 +7,586 New
BFA
62
Beacon Financial Advisory
Ohio
$317K 7,168 -414 -5%
PTC
63
Private Trust Company
Ohio
$304K 6,877 -4,524 -40%
AF
64
Allworth Financial
California
$299K 6,751 -4,371 -39%
PAG
65
Private Advisor Group
New Jersey
$277K 6,270 -11,499 -65%
AFAS
66
Acorn Financial Advisory Services
Virginia
$274K 6,188 -44 -0.7%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$247K 5,583 +5,583 New
CFS
68
CRA Financial Services
New Jersey
$217K 4,900 – –
BPA
69
Beacon Pointe Advisors
California
$215K 4,862 -977 -17%
LWM
70
Lodestone Wealth Management
Washington
$215K 4,850 -112 -2%
VNA
71
Valley National Advisers
Pennsylvania
$180K 4,067 – –
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$171K 3,872 -1,939 -33%
Comerica Bank
73
Comerica Bank
Texas
$128K 2,905 +2,905 New
FFA
74
Farther Finance Advisors
California
$127K 2,875 – –
GM
75
GeoWealth Management
Illinois
$91K 2,053 -610 -23%
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