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JPMorgan BetaBuilders US Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

11% more funds holding

Funds holding: 7988 (+9)

7.7% less ownership

Funds ownership: 88.69%80.99% (-7.7%)

20% less capital invested

Capital invested by funds: $1.97B → $1.58B (-$387M)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

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
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$86.1K -$29.6K -652 -25%
LFA
77
LGT Financial Advisors
Texas
$64K -$43.5K -959 -40%
UBS Group
78
UBS Group
Switzerland
$24.1K +$24.7K +545 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$19K +$6.85K +151 +56%
PWMG
80
Provence Wealth Management Group
California
$16.5K +$16.9K +372 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$10.7K
BC
82
Barrett & Company
Rhode Island
$7.3K
KFI
83
Key Financial Inc
Pennsylvania
$4.11K
SWM
84
Spire Wealth Management
Virginia
$3.19K +$91 +2 +3%
SSB
85
Sandy Spring Bank
Maryland
$3.1K +$3.17K +70 New
TFGT
86
TS Financial Group (TSFG)
Illinois
$3K
AWM
87
Abound Wealth Management
Tennessee
$531 +$544 +12 New
Wells Fargo
88
Wells Fargo
California
$36 +$45 +1 New
GWM
89
Geneos Wealth Management
Colorado
-$1.57M -33,898 Closed
OMC
90
Old Mission Capital
Illinois
-$1.54M -33,352 Closed
RCIM
91
Red Cedar Investment Management
Michigan
-$953K -20,631 Closed
NB
92
Nicolet Bankshares
Wisconsin
-$528K -11,431 Closed
JWCA
93
J.W. Cole Advisors
Florida
-$263K -5,697 Closed
PA
94
PFG Advisors
Arizona
-$204K -4,413 Closed
IGWM
95
ICA Group Wealth Management
Colorado
-$175K -3,786 Closed
AIC
96
Archer Investment Corporation
Indiana
-$2.18K -47 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
-$92 -2 Closed