JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
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.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
63% more funds holding
Funds holding: 19 → 31 (+12)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
13% more capital invested
Capital invested by funds: $218M → $246M (+$28.1M)
10.21% less ownership
Funds ownership: 47.59% → 37.39% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$29.1M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$25.2M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$10.3M |
| 4 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$9.79M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$54M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.5M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$1.65M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$650K |
| 5 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$213K |
BBAG Hedge Fund Activity: Q4 2019 in Review
31 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q4 2019, worth a combined $246M — up 13% from $218M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BBAG positions and 1 closed out — a net gain of 12 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Golden State Wealth Management, opening a new position worth an estimated $29.1M. The largest seller was GeoWealth Management, cutting an estimated $54M.
- 31 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q4 2019, up from 19 in Q3 2019.
- Funds reported $246M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 13 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q4 2019 and 1 closed out, a net change of +12 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q4 2019 was Golden State Wealth Management, an estimated $29.1M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q4 2019 was GeoWealth Management, an estimated $54M sold.
Based on aggregated 13F filings for Q4 2019.