JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
9 hedge funds and large institutions have $120M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
7.45% less ownership
Funds ownership: 46.74% → 39.29% (-7.4%)
10% less capital invested
Capital invested by funds: $134M → $120M (-$13.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$10.8M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$3.79M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.75M |
| 4 |
Jane Street
New York
|
+$530K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$26.5M |
| 2 |
JP Morgan Chase
New York
|
-$11M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$442K |
BBAG Hedge Fund Activity: Q2 2019 in Review
9 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2019, worth a combined $120M — down 10% from $134M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BBAG positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $10.8M. The largest seller was Frontier Wealth Management, exiting entirely with an estimated $26.5M sold.
- 9 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2019, up from 5 in Q1 2019.
- Funds reported $120M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2019, down 10% quarter-over-quarter.
- 5 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2019 and 1 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2019 was CreativeOne Wealth, an estimated $10.8M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2019 was Frontier Wealth Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2019.