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JPMorgan BetaBuilders US Aggregate Bond ETF

99 hedge funds and large institutions have $744M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 9099 (+9)

0.22% more ownership

Funds ownership: 56.25%56.47% (+0.22%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

15% less capital invested

Capital invested by funds: $871M → $744M (-$126M)

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
37
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$501K -$148K -3,234 -23%
SMI
52
Shelter Mutual Insurance
Missouri
$480K
5W
53
5T Wealth
California
$471K -$136K -2,972 -23%
PWM
54
Perigon Wealth Management
California
$449K +$147K +3,213 +49%
AC
55
Avestar Capital
New York
$435K
BOC
56
Blue Oak Capital
California
$431K -$10.1K -221 -2%
SFC
57
Strategic Financial Concepts
Texas
$395K -$1.02M -22,289 -72%
SPI
58
Sutton Place Investors
New York
$371K -$17.1K -375 -4%
SI
59
Stephens Inc
Arkansas
$359K -$130K -2,840 -27%
JWCA
60
J.W. Cole Advisors
Florida
$358K +$354K +7,750 New
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$332K -$13.2K -289 -4%
PTC
62
Private Trust Company
Ohio
$324K +$119K +2,615 +59%
PIA
63
Perennial Investment Advisors
California
$321K +$7.58K +166 +2%
GS
64
GTS Securities
New York
$320K +$317K +6,936 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$303K -$9.08K -199 -3%
GRP
66
Global Retirement Partners
California
$302K +$298K +6,540 New
AI
67
Atria Investments
North Carolina
$297K +$17.5K +384 +6%
Comerica Bank
68
Comerica Bank
Texas
$276K +$54.3K +1,189 +25%
FWM
69
Fonville Wealth Management
Virginia
$269K -$1.32K -29 -0.5%
GIA
70
Gladstone Institutional Advisory
Florida
$261K -$2.97K -65 -1%
IA
71
IFP Advisors
Florida
$250K +$198K +4,329 +396%
B
72
Bensler
Washington
$246K -$9.22K -202 -4%
PAG
73
Private Advisor Group
New Jersey
$245K +$28.9K +634 +14%
BFG
74
Bouchey Financial Group
New York
$218K
IP
75
Ignite Planners
California
$218K +$218K +4,767 New

BBAG Hedge Fund Activity: Q2 2025 in Review

99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2025, worth a combined $744M — down 15% from $871M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BBAG positions and 6 closed out — a net gain of 9 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $62.9M. The largest seller was Jane Street, cutting an estimated $224M.

  • 99 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $744M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $62.9M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2025 was Jane Street, an estimated $224M sold.

Based on aggregated 13F filings for Q2 2025.