JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
44 hedge funds and large institutions have $355M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
44% more capital invested
Capital invested by funds: $246M → $355M (+$109M)
42% more funds holding
Funds holding: 31 → 44 (+13)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.63% less ownership
Funds ownership: 37.39% → 34.75% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$87.9M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$32.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.49M |
| 5 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$29M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$8.59M |
| 3 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$5.86M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$2.63M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.38M |
BBAG Hedge Fund Activity: Q1 2020 in Review
44 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2020, worth a combined $355M — up 44% from $246M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BBAG positions and 3 closed out — a net gain of 15 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $87.9M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $29M sold.
- 44 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2020, up from 31 in Q4 2019.
- Funds reported $355M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2020, up 44% quarter-over-quarter.
- 18 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2020 and 3 closed out, a net change of +15 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $87.9M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2020 was Golden State Wealth Management, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2020.