BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Overview Fund Activity

19 hedge funds and large institutions have $218M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
19
Holders Change
+10
Holders Change %
+111.11%
% of All Funds
0.42%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
11
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$66.6M
2
CW
2
CreativeOne Wealth
Kansas
$91.4M
3
BWP
3
BSW Wealth Partners
Colorado
$11.1M
4
SPL
4
Smart Portfolios LLC
Washington
$10.2M
5
AWA
5
ARS Wealth Advisors
Florida
$7.71M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111K
2
FTUS
2
Flow Traders U.S.
New York
$4.35M
3
W
3
WealthStone
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$91.4M 3,407,149 +412,833 +14%
GM
2
GeoWealth Management
Illinois
$66.6M 2,482,962 +2,310,504 +1,340%
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$14.4M 536,768 +56,207 +12%
BWP
4
BSW Wealth Partners
Colorado
$11.1M 412,618 +412,618 New
SPL
5
Smart Portfolios LLC
Washington
$10.2M 386,167 +386,167 New
AWA
6
ARS Wealth Advisors
Florida
$7.71M 287,470 +287,470 New
ACM
7
Avalon Capital Management
California
$5.64M 210,171 +210,171 New
FTUS
8
Flow Traders U.S.
New York
$4.35M 162,070 -575 -0.4%
TIM
9
Total Investment Management
Arizona
$3.94M 146,786 +507 +0.3%
Jane Street
10
Jane Street
New York
$944K 35,194 +14,736 +72%
SI
11
Stephens Inc
Arkansas
$802K 29,905 +29,905 New
AI
12
Atria Investments
North Carolina
$640K 23,851 +6,782 +40%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$205K 7,650 +7,650 New
AG
14
Advisor Group
Arizona
$118K 4,410 +4,410 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$111K 4,153 -560,211 -99%
SPIA
16
Steward Partners Investment Advisory
New York
$16K 601 +601 New
UBS Group
17
UBS Group
Switzerland
$7K 256 +256 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$5K 187 +187 New
W
19
WealthStone
Ohio
– – -13 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
21
Wells Fargo
California
$0 1 +1 New