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JPMorgan BetaBuilders US Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3144 (+13)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2.63% less ownership

Funds ownership: 37.39%34.75% (-2.6%)

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.97%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
18
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$96.1M +$533K +9,899 +0.6%
JP Morgan Chase
2
JP Morgan Chase
New York
$88.3M +$87.9M +1,632,479 +78,598%
IDA
3
Intelligence Driven Advisers
California
$32.6M +$32.1M +596,297 +8,755%
TIM
4
Total Investment Management
Arizona
$26.8M -$2.63M -48,897 -9%
AWA
5
ARS Wealth Advisors
Florida
$21.1M +$3.44M +63,840 +20%
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$16.1M +$3.24M +60,149 +25%
GM
7
GeoWealth Management
Illinois
$10.8M -$1.7M -31,585 -14%
BWP
8
BSW Wealth Partners
Colorado
$9.89M -$596K -11,073 -6%
Bank of America
9
Bank of America
North Carolina
$9.08M +$6.1M +113,335 +207%
ACM
10
Avalon Capital Management
California
$5.61M +$116K +2,155 +2%
RJA
11
Raymond James & Associates
Florida
$4.42M +$3.49M +64,725 +379%
SPL
12
Smart Portfolios LLC
Washington
$4.33M -$5.86M -108,847 -58%
EIA
13
Eldridge Investment Advisors
New Hampshire
$3.7M +$2.8M +51,926 +314%
FTUS
14
Flow Traders U.S.
New York
$3.01M +$2.16M +40,174 +258%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.93M +$2.93M +54,332 New
B
16
Bailard
California
$2.25M +$2.25M +41,713 New
SCM
17
Stonehearth Capital Management
Massachusetts
$2.06M +$2.06M +38,231 New
ECM
18
Evergreen Capital Management
Washington
$1.79M -$8.59M -159,455 -83%
LPL Financial
19
LPL Financial
California
$1.71M +$1.08M +20,036 +172%
Jane Street
20
Jane Street
New York
$1.57M +$471K +8,743 +43%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.45M +$1.44M +26,669 New
CCG
22
Cypress Capital Group
Florida
$1.3M +$389K +7,225 +43%
AI
23
Atria Investments
North Carolina
$1.29M -$84K -1,559 -6%
MIAN
24
Mariner Independent Advisor Network
Kansas
$1.1M +$1.1M +20,337 New
SI
25
Stephens Inc
Arkansas
$926K +$6.73K +125 +0.7%