JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
63 hedge funds and large institutions have $1.1B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 19 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11.61% more ownership
Funds ownership: 94.42% → 106.03% (+12%)
6% more capital invested
Capital invested by funds: $1.04B → $1.1B (+$59.4M)
13% less funds holding
Funds holding: 72 → 63 (-9)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
42% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$107M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$63.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$40.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.5M |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$5.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$39.8M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$20.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$10.2M |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$8.56M |
| 5 |
Morgan Stanley
New York
|
-$8.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jones Financial Companies
Des Peres,
Missouri
| – | -$13K | -235 | Closed |
|
|
CCM
77
Covington Capital Management
Los Angeles,
California
| – | -$9K | -163 | Closed |
|
|
CA
78
CoreCap Advisors
Southfield,
Michigan
| – | -$8K | -152 | Closed |
|
|
CAL
79
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -25 | Closed |
|
80
Wells Fargo
San Francisco,
California
| – | -$52 | -1 | Closed |
|
|
SIC
81
Salem Investment Counselors
Winston Salem,
North Carolina
| – | +$52 | +1 | New |
|
BBAG Hedge Fund Activity: Q1 2022 in Review
63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2022, worth a combined $1.1B — up 5.7% from $1.04B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BBAG and 11 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 17 added.
The largest buyer was JP Morgan Chase, adding an estimated $107M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $39.8M sold.
- 63 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2022, down from 72 in Q4 2021.
- Funds reported $1.1B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2022, up 5.7% quarter-over-quarter.
- 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2022 and 19 closed out, a net change of -8 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $107M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2022 was Integrated Wealth Concepts, an estimated $39.8M sold.
Based on aggregated 13F filings for Q1 2022.