JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
5 hedge funds and large institutions have $134M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
435% more capital invested
Capital invested by funds: $25M → $134M (+$109M)
400% more funds holding
Funds holding: 1 → 5 (+4)
2.81% less ownership
Funds ownership: 49.55% → 46.74% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$65.5M |
| 2 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$26.1M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$12.7M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.41M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
CreativeOne Wealth
Overland Park,
Kansas
| $66.5M | +$65.5M | +1,288,832 | New |
|
|
FWM
2
Frontier Wealth Management
Kansas City,
Missouri
| $26.5M | +$26.1M | +513,560 | New |
|
3
JP Morgan Chase
New York
| $25.6M | – | – | – |
|
|
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $12.8M | +$12.7M | +248,810 | New |
|
|
FTUS
5
Flow Traders U.S.
New York
| $2.45M | +$2.41M | +47,458 | New |
|
BBAG Hedge Fund Activity: Q1 2019 in Review
5 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2019, worth a combined $134M — up 435% from $25M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BBAG positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $65.5M.
- 5 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2019, up from 1 in Q4 2018.
- Funds reported $134M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2019, up 435% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2019 and 0 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2019 was CreativeOne Wealth, an estimated $65.5M added.
Based on aggregated 13F filings for Q1 2019.