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JPMorgan BetaBuilders US Aggregate Bond ETF

91 hedge funds and large institutions have $1.26B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 9091 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.64% less ownership

Funds ownership: 81.41%75.77% (-5.6%)

16% less capital invested

Capital invested by funds: $1.51B → $1.26B (-$244M)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
30
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
76
GeoWealth Management
Illinois
$56.2K -$26.7K -583 -32%
IGWM
77
ICA Group Wealth Management
Colorado
$42.9K -$19.1K -416 -31%
SS
78
Sunbelt Securities
Texas
$30.7K
RWPA
79
Richard W. Paul & Associates
Michigan
$25.2K -$2.65M -57,686 -99%
IA
80
IFP Advisors
Florida
$22.6K -$10.3K -224 -31%
CPA
81
Clear Point Advisors
New York
$13.9K +$46 +1 +0.3%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$10.9K
LFA
83
LGT Financial Advisors
Texas
$8.91K -$12.8K -279 -59%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$7.57K +$7.57K +165 New
BC
85
Barrett & Company
Rhode Island
$7.57K
KFI
86
Key Financial Inc
Pennsylvania
$4.27K
SWM
87
Spire Wealth Management
Virginia
$3.53K
SSB
88
Sandy Spring Bank
Maryland
$3.21K
CA
89
CoreCap Advisors
Michigan
$2.06K +$2.06K +45 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$872 +$872 +19 New
HI
91
Harbour Investments
Wisconsin
$46
Wells Fargo
92
Wells Fargo
California
$7 -$4.91K -107 Closed
KA
93
Kovack Advisors
Florida
-$1.35M -29,084 Closed
FTUS
94
Flow Traders U.S.
New York
-$1.32M -28,360 Closed
Renaissance Technologies
95
Renaissance Technologies
New York
-$214K -4,600 Closed
NB
96
Nicolet Bankshares
Wisconsin
-$210K -4,521 Closed
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
-$135K -2,908 Closed
GWSG
98
GPS Wealth Strategies Group
Colorado
-$25.9K -557 Closed
ASN
99
Advisory Services Network
Georgia
-$15.8K -339 Closed
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
-$3K -69 Closed