JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
97 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
5% more funds holding
Funds holding: 92 → 97 (+5)
0.85% less ownership
Funds ownership: 69.82% → 68.97% (-0.85%)
5% less capital invested
Capital invested by funds: $1.07B → $1.01B (-$56.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.6M |
| 2 |
Jane Street
New York
|
+$8.11M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$3.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.39M |
| 5 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$20.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$11.1M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$10.8M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$2.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
101
HRT Financial
New York
| – | -$368K | -7,787 | Closed |
|
|
CFG
102
Cooper Financial Group
Irvine,
California
| – | -$235K | -4,976 | Closed |
|
|
IP
103
Ignite Planners
San Clemente,
California
| – | -$233K | -4,919 | Closed |
|
|
KA
104
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$221K | -4,680 | Closed |
|
105
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$37.7K | -797 | Closed |
|
|
CPA
106
Clear Point Advisors
Melville,
New York
| – | -$14.4K | -305 | Closed |
|
|
PB
107
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$6.39K | -135 | Closed |
|
|
HFS
108
Hantz Financial Services
Southfield,
Michigan
| – | -$1K | -12 | Closed |
|
109
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$142 | -3 | Closed |
|
BBAG Hedge Fund Activity: Q4 2024 in Review
97 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q4 2024, worth a combined $1.01B — down 5.3% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BBAG positions and 12 closed out — a net gain of 6 holders — while 28 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.6M. The largest seller was JP Morgan Chase, cutting an estimated $20.1M.
- 97 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q4 2024, up from 92 in Q3 2024.
- Funds reported $1.01B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
- 18 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q4 2024 and 12 closed out, a net change of +6 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $11.6M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2024.