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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

31 hedge funds and large institutions have $246M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+12
Holders Change %
+63.16%
% of All Funds
0.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
13
Increased
10
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSWM
1
Golden State Wealth Management
California
$29M
2
TIM
2
Total Investment Management
Arizona
$29M
3
ECM
3
Evergreen Capital Management
Washington
$10.2M
4
AWA
4
ARS Wealth Advisors
Florida
$17.4M
5
CW
5
CreativeOne Wealth
Kansas
$94M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$12.3M
2
FTUS
2
Flow Traders U.S.
New York
$827K
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$12.6M
4
BWP
4
BSW Wealth Partners
Colorado
$10.3M
5
SPL
5
Smart Portfolios LLC
Washington
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$94M 3,539,608 +132,459 +4%
TIM
2
Total Investment Management
Arizona
$29M 1,090,648 +943,862 +643%
GSWM
3
Golden State Wealth Management
California
$29M 1,090,648 +1,090,648 New
AWA
4
ARS Wealth Advisors
Florida
$17.4M 653,774 +366,304 +127%
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$12.6M 475,086 -61,682 -11%
GM
6
GeoWealth Management
Illinois
$12.3M 461,538 -2,021,424 -81%
BWP
7
BSW Wealth Partners
Colorado
$10.3M 388,277 -24,341 -6%
ECM
8
Evergreen Capital Management
Washington
$10.2M 385,157 +385,157 New
SPL
9
Smart Portfolios LLC
Washington
$10M 378,203 -7,964 -2%
ACM
10
Avalon Capital Management
California
$5.4M 203,300 -6,871 -3%
Bank of America
11
Bank of America
North Carolina
$2.91M 109,742 +109,742 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.64M 99,352 +99,352 New
AI
13
Atria Investments
North Carolina
$1.36M 51,053 +27,202 +114%
Jane Street
14
Jane Street
New York
$1.08M 40,672 +5,478 +16%
RJA
15
Raymond James & Associates
Florida
$907K 34,148 +34,148 New
SI
16
Stephens Inc
Arkansas
$904K 34,055 +4,150 +14%
CCG
17
Cypress Capital Group
Florida
$892K 33,600 +33,600 New
EIA
18
Eldridge Investment Advisors
New Hampshire
$878K 33,080 +33,080 New
FTUS
19
Flow Traders U.S.
New York
$827K 31,167 -130,903 -81%
LPL Financial
20
LPL Financial
California
$618K 23,294 +23,294 New
VCP
21
Verus Capital Partners
Arizona
$535K 20,151 +20,151 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$502K 18,892 +18,705 +10,003%
Morgan Stanley
23
Morgan Stanley
New York
$492K 18,533 +18,533 New
JWCA
24
J.W. Cole Advisors
Florida
$422K 15,880 +15,880 New
IDA
25
Intelligence Driven Advisers
California
$362K 13,622 +13,622 New
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