JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
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.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
111% more funds holding
Funds holding: 9 → 19 (+10)
82% more capital invested
Capital invested by funds: $120M → $218M (+$98M)
8.3% more ownership
Funds ownership: 39.29% → 47.59% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$61.6M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$11M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$11M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
+$10.3M |
| 5 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$14.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$15.4K |
| 3 |
W
WealthStone
Columbus,
Ohio
|
-$342 |
BBAG Hedge Fund Activity: Q3 2019 in Review
19 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q3 2019, worth a combined $218M — up 82% from $120M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BBAG positions and 1 closed out — a net gain of 10 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $61.6M. The largest seller was JP Morgan Chase, cutting an estimated $14.9M.
- 19 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q3 2019, up from 9 in Q2 2019.
- Funds reported $218M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q3 2019, up 82% quarter-over-quarter.
- 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q3 2019 and 1 closed out, a net change of +10 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q3 2019 was GeoWealth Management, an estimated $61.6M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $14.9M sold.
Based on aggregated 13F filings for Q3 2019.