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JPMorgan BetaBuilders US Aggregate Bond ETF

97 hedge funds and large institutions have $753M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 56.47%58.18% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $744M → $753M (+$8.52M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 9997 (-2)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
36
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
51
Sutton Place Investors
New York
$417K +$41.3K +895 +11%
JWCA
52
J.W. Cole Advisors
Florida
$404K +$41.6K +902 +12%
GRP
53
Global Retirement Partners
California
$383K +$77.1K +1,670 +26%
SI
54
Stephens Inc
Arkansas
$363K
MMA
55
Miracle Mile Advisors
California
$361K +$357K +7,729 New
PTC
56
Private Trust Company
Ohio
$327K -$646 -14 -0.2%
PIA
57
Perennial Investment Advisors
California
$323K -$1.89K -41 -0.6%
SFC
58
Strategic Financial Concepts
Texas
$318K -$79.7K -1,726 -20%
CW
59
CreativeOne Wealth
Kansas
$308K -$197K -4,259 -39%
IA
60
IFP Advisors
Florida
$308K +$53.9K +1,168 +22%
Comerica Bank
61
Comerica Bank
Texas
$275K -$3.88K -84 -1%
TFA
62
Transamerica Financial Advisors
Florida
$272K +$270K +5,838 New
AI
63
Atria Investments
North Carolina
$268K -$31.7K -687 -11%
GIA
64
Gladstone Institutional Advisory
Florida
$261K -$2.72K -59 -1%
MOS
65
MGO One Seven
Ohio
$260K +$257K +5,575 New
FWM
66
Fonville Wealth Management
Virginia
$251K -$20.2K -438 -8%
IP
67
Ignite Planners
California
$250K +$27K +585 +12%
PAG
68
Private Advisor Group
New Jersey
$249K +$646 +14 +0.3%
B
69
Bensler
Washington
$244K -$5.03K -109 -2%
PGF
70
Plan Group Financial
Oklahoma
$223K +$221K +4,786 New
BFG
71
Bouchey Financial Group
New York
$220K
HWAM
72
Hennion & Walsh Asset Management
New Jersey
$209K -$125K -2,711 -38%
SPIA
73
Steward Partners Investment Advisory
New York
$179K -$39.6K -857 -18%
UBS Group
74
UBS Group
Switzerland
$150K +$148K +3,207 New
MHR
75
Matthew Hamilton Rosenberg
$146K -$17.4K -376 -11%