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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

90 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2% more funds holding

Funds holding: 88 → 90 (+2)

0.42% more ownership

Funds ownership: 80.99% → 81.41% (+0.42%)

5% less capital invested

Capital invested by funds: $1.58B → $1.51B (-$75.8M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

57% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 49

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
15
Increased
21
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M
2
Morgan Stanley
Morgan Stanley
New York
+$22.9M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.16M
4
B
Bensler
Washington
+$1.15M
5
CA
CGN Advisors
Kansas
+$941K

Top Sellers

Rank Fund Capital Flow
1
SP
Symmetry Partners
Connecticut
-$66.7M
2
Jane Street
Jane Street
New York
-$34.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$28.1M
4
LPL Financial
LPL Financial
California
-$28M
5
Bank of America
Bank of America
North Carolina
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
76
Sunbelt Securities
Texas
$31.1K +$29.9K +669 New
GWSG
77
GPS Wealth Strategies Group
Colorado
$25.9K -$2.75M -61,455 -99%
LFA
78
LGT Financial Advisors
Texas
$22K -$43.5K -973 -67%
ASN
79
Advisory Services Network
Georgia
$15.8K +$15.2K +339 New
CPA
80
Clear Point Advisors
New York
$14K +$13.5K +302 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$11.1K – – –
BC
82
Barrett & Company
Rhode Island
$7.68K – – –
Wells Fargo
83
Wells Fargo
California
$4.99K +$4.74K +106 +10,600%
KFI
84
Key Financial Inc
Pennsylvania
$4.33K – – –
SWM
85
Spire Wealth Management
Virginia
$3.54K +$224 +5 +7%
SSB
86
Sandy Spring Bank
Maryland
$3.26K – – –
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3K -$15.7K -351 -84%
CFD
88
Creative Financial Designs
Indiana
$1.32K +$1.25K +28 New
CWM
89
Cranbrook Wealth Management
Michigan
$140 +$134 +3 New
HI
90
Harbour Investments
Wisconsin
$47 +$45 +1 New
SP
91
Symmetry Partners
Connecticut
– -$66.7M -1,508,568 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$4.12M -93,123 Closed
AWM
93
AE Wealth Management
Kansas
– -$2.64M -59,628 Closed
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
– -$729K -16,481 Closed
GCM
95
Gallacher Capital Management
Colorado
– -$340K -7,695 Closed
AFAS
96
Acorn Financial Advisory Services
Virginia
– -$274K -6,188 Closed
CFS
97
CRA Financial Services
New Jersey
– -$217K -4,900 Closed
BPA
98
Beacon Pointe Advisors
California
– -$215K -4,862 Closed
LWM
99
Lodestone Wealth Management
Washington
– -$215K -4,850 Closed
UBS Group
100
UBS Group
Switzerland
– -$24.1K -545 Closed
1 2 3
4
5

BBAG Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q4 2023, worth a combined $1.51B — down 4.8% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BBAG positions and 13 closed out — a net gain of 2 holders — while 21 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $44.6M. The largest seller was Symmetry Partners, exiting entirely with an estimated $66.7M sold.

  • 90 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $1.51B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q4 2023, down 4.8% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q4 2023 and 13 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $44.6M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q4 2023 was Symmetry Partners, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2023.