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JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
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.
New
Increased
Maintained
Reduced
Closed
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)
Holders
9
Holders Change
+4
Holders Change %
+80%
% of All Funds
0.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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
| 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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
CreativeOne Wealth
Overland Park,
Kansas
| $78.9M | +$10.8M | +208,326 | +16% |
|
|
2
JP Morgan Chase
New York
| $14.9M | -$11M | -213,318 | -43% |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $12.7M | -$442K | -8,529 | -3% |
|
|
GM
4
GeoWealth Management
Chicago,
Illinois
| $4.54M | +$4.47M | +86,229 | New |
|
|
FTUS
5
Flow Traders U.S.
New York
| $4.28M | +$1.75M | +33,865 | +71% |
|
|
TIM
6
Total Investment Management
Scottsdale,
Arizona
| $3.91M | +$3.79M | +73,140 | New |
|
|
7
Jane Street
New York
| $539K | +$530K | +10,229 | New |
|
|
AI
8
Atria Investments
Charlotte,
North Carolina
| $459K | +$442K | +8,535 | New |
|
|
W
9
WealthStone
Columbus,
Ohio
| $342 | +$363 | +7 | New |
|
|
FWM
10
Frontier Wealth Management
Kansas City,
Missouri
| – | -$26.5M | -513,560 | Closed |
|