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JPMorgan BetaBuilders US Aggregate Bond ETF

97 hedge funds and large institutions have $753M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 56.47%58.18% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

1% more capital invested

Capital invested by funds: $744M → $753M (+$8.52M)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 9997 (-2)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
36
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$138K +$136K +2,951 New
US Bancorp
77
US Bancorp
Minnesota
$102K
AF
78
Allworth Financial
California
$101K -$22K -476 -18%
ASN
79
Advisory Services Network
Georgia
$63.6K +$62.9K +1,363 New
GF
80
GGM Financials
Ohio
$61K +$60.3K +1,307 New
FFA
81
Farther Finance Advisors
California
$46.6K
SS
82
Sunbelt Securities
Texas
$33.2K
LFA
83
LGT Financial Advisors
Texas
$20.5K +$2.17K +47 +12%
CAM
84
Clarity Asset Management
Iowa
$18.9K +$231 +5 +1%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$16K -$462 -10 -3%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$14.9K -$3.56K -77 -19%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$12.8K
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$11.1K
CTC
89
Central Trust Company
Missouri
$10.4K
WTC
90
WhitTier Trust Company
Nevada
$9.18K
AssetMark Inc
91
AssetMark Inc
California
$6.77K +$6.69K +145 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$4.76K -$785 -17 -14%
KFI
93
Key Financial Inc
Pennsylvania
$4.33K
SWM
94
Spire Wealth Management
Virginia
$2.05K +$277 +6 +16%
AWM
95
AE Wealth Management
Kansas
$890
SS
96
SBI Securities
Japan
$560 +$231 +5 +71%
HI
97
Harbour Investments
Wisconsin
$47
Jane Street
98
Jane Street
New York
-$9.06M -196,132 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$4.95M -107,141 Closed
FTUS
100
Flow Traders U.S.
New York
-$1.19M -25,702 Closed