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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

92 hedge funds and large institutions have $1.07B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

9% more capital invested

Capital invested by funds: $979M → $1.07B (+$88.2M)

3.87% more ownership

Funds ownership: 65.95% → 69.82% (+3.9%)

3% less funds holding

Funds holding: 95 → 92 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
42
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$77.4M
2
LPL Financial
LPL Financial
California
+$7.22M
3
GFG
Goldstone Financial Group
Illinois
+$6.45M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.85M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$22.4M
2
B
Bensler
Washington
-$16M
3
SFC
Strategic Financial Concepts
Texas
-$14.8M
4
CA
CGN Advisors
Kansas
-$5.41M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
76
Sunbelt Securities
Texas
$33.6K +$1.96K +42 +6%
LFA
77
LGT Financial Advisors
Texas
$21.7K -$3.96K -85 -16%
CTC
78
Central Trust Company
Missouri
$15.2K -$10.6K -228 -41%
CPA
79
Clear Point Advisors
New York
$14.4K +$47 +1 +0.3%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$11.2K -$70.2K -1,506 -86%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$10.2K -$932 -20 -8%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$8.71K +$7.79K +167 +982%
BC
83
Barrett & Company
Rhode Island
$7.81K – – –
PB
84
Pinnacle Bancorp
Nebraska
$6.39K +$6.29K +135 New
KFI
85
Key Financial Inc
Pennsylvania
$4.4K – – –
NA
86
NewEdge Advisors
Louisiana
$4.35K +$4.29K +92 New
SWM
87
Spire Wealth Management
Virginia
$4.02K +$93 +2 +2%
WWP
88
WR Wealth Planners
Missouri
$2.51K +$2.47K +53 New
RWPA
89
Richard W. Paul & Associates
Michigan
$1.89K – – –
HFS
90
Hantz Financial Services
Michigan
$1K +$559 +12 New
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$142 +$140 +3 New
HI
92
Harbour Investments
Wisconsin
$47 – – –
OMC
93
Old Mission Capital
Illinois
– -$22.4M -492,677 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
– -$3.96M -87,295 Closed
Goldman Sachs
95
Goldman Sachs
New York
– -$1.76M -38,809 Closed
BFA
96
Beacon Financial Advisory
Ohio
– -$234K -5,153 Closed
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
– -$228K -5,028 Closed
TVM
98
True Vision MN
Minnesota
– -$212K -4,661 Closed
AA
99
Ancora Advisors
Ohio
– -$42.1K -928 Closed
ATPW
100
Ashton Thomas Private Wealth
Arizona
– -$12K -264 Closed
1 2 3
4
5

BBAG Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q3 2024, worth a combined $1.07B — up 9% from $979M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BBAG and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 42 added.

The largest buyer was JP Morgan Chase, adding an estimated $77.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $22.4M sold.

  • 92 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $1.07B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q3 2024 and 14 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.4M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.