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JPMorgan BetaBuilders US Aggregate Bond ETF

110 hedge funds and large institutions have $626M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.61% more ownership

Funds ownership: 53.73%55.34% (+1.6%)

1% more capital invested

Capital invested by funds: $622M → $626M (+$3.52M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

4% less funds holding

Funds holding: 114110 (-4)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
37
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$212K +$20.5K +441 +11%
AI
77
Atria Investments
North Carolina
$207K -$43.5K -936 -17%
PTC
78
Private Trust Company
Ohio
$170K
MHR
79
Matthew Hamilton Rosenberg
$138K -$5.25K -113 -4%
ATS
80
Ashton Thomas Securities
New York
$132K +$133K +2,860 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$101K +$97.9K +2,107 +2,847%
US Bancorp
82
US Bancorp
Minnesota
$101K
AF
83
Allworth Financial
California
$95.8K -$139 -3 -0.1%
ASN
84
Advisory Services Network
Georgia
$61.9K +$62.4K +1,342 New
CPG
85
Cornerstone Planning Group
New Jersey
$29K +$29.4K +633 New
LFA
86
LGT Financial Advisors
Texas
$28.4K -$232 -5 -0.8%
SS
87
Sunbelt Securities
Texas
$26.8K -$6.04K -130 -18%
FFA
88
Farther Finance Advisors
California
$25.5K -$3.95K -85 -13%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$25K +$10.6K +229 +73%
TFG
90
Team Financial Group
California
$19.8K +$20K +430 New
CAM
91
Clarity Asset Management
Iowa
$19.1K +$186 +4 +1%
UBS Group
92
UBS Group
Switzerland
$17.8K +$17.8K +384 +38,400%
SWP
93
Strategic Wealth Partners
Ohio
$16.6K
BCWM
94
Bartlett & Co Wealth Management
Ohio
$12.5K
ATPW
95
Ashton Thomas Private Wealth
Arizona
$12.2K +$12.3K +264 New
CAL
96
Capital Analysts LLC
Pennsylvania
$12K +$12.5K +270 New
TFA
97
Transamerica Financial Advisors
Florida
$11.8K -$163K -3,501 -93%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$10.9K
WTC
99
WhitTier Trust Company
Nevada
$9.06K
VAI
100
Vanguard Advisers Inc
Pennsylvania
$6.74K +$6.78K +146 New