JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
95 hedge funds and large institutions have $979M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
4% more funds holding
Funds holding: 91 → 95 (+4)
9.82% less ownership
Funds ownership: 75.77% → 65.95% (-9.8%)
22% less capital invested
Capital invested by funds: $1.26B → $979M (-$283M)
28% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 43
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$13.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$12.6M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.49M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.94M |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$194M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$92.5M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$3.59M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.16M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.01M |
BBAG Hedge Fund Activity: Q2 2024 in Review
95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2024, worth a combined $979M — down 22% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BBAG positions and 6 closed out — a net gain of 6 holders — while 31 added to existing stakes and 43 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $13.7M. The largest seller was JP Morgan Chase, cutting an estimated $194M.
- 95 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2024, up from 91 in Q1 2024.
- Funds reported $979M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2024, down 22% quarter-over-quarter.
- 12 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2024 and 6 closed out, a net change of +6 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $13.7M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $194M sold.
Based on aggregated 13F filings for Q2 2024.