We are live on ! Find out more
BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF

49 hedge funds and large institutions have $423M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $355M → $423M (+$68.3M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more funds holding

Funds holding: 4449 (+5)

0.71% less ownership

Funds ownership: 34.75%34.04% (-0.71%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
11
Increased
21
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$87.6M -$3.88M -70,027 -4%
CW
2
CreativeOne Wealth
Kansas
$82.8M -$16.6M -300,407 -17%
TIM
3
Total Investment Management
Arizona
$49.2M +$21.3M +383,569 +77%
IDA
4
Intelligence Driven Advisers
California
$42.6M +$8.72M +157,351 +26%
AWA
5
ARS Wealth Advisors
Florida
$37.9M +$15.9M +287,291 +74%
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$12.4M -$4.19M -75,564 -25%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$12.1M +$12M +216,862 New
BWP
8
BSW Wealth Partners
Colorado
$10.7M +$419K +7,553 +4%
RJA
9
Raymond James & Associates
Florida
$10.1M +$5.5M +99,236 +121%
SPL
10
Smart Portfolios LLC
Washington
$7.2M +$2.61M +47,113 +59%
GM
11
GeoWealth Management
Illinois
$6.99M -$4.11M -74,239 -37%
ACM
12
Avalon Capital Management
California
$6.01M +$197K +3,550 +3%
SWM
13
Strategic Wealth Management
Washington
$5.65M +$5.59M +100,893 New
HighTower Advisors
14
HighTower Advisors
Illinois
$4.05M +$1M +18,116 +33%
EIA
15
Eldridge Investment Advisors
New Hampshire
$3.85M +$16.4K +296 +0.4%
SCM
16
Stonehearth Capital Management
Massachusetts
$3.79M +$1.61M +29,034 +76%
Citadel Advisors
17
Citadel Advisors
Florida
$3.37M +$3.34M +60,209 New
Jane Street
18
Jane Street
New York
$3.23M +$1.59M +28,710 +99%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.1M +$1.59M +28,707 +108%
CCG
20
Cypress Capital Group
Florida
$2.91M +$1.55M +27,990 +117%
LFAS
21
Level Four Advisory Services
Texas
$2.68M +$2.3M +41,594 +658%
LPL Financial
22
LPL Financial
California
$2.45M +$670K +12,088 +38%
FWM
23
Frontier Wealth Management
Missouri
$2.41M +$2.39M +43,067 New
B
24
Bailard
California
$2.31M -$27.5K -497 -1%
AWM
25
AE Wealth Management
Kansas
$2.18M +$2.16M +38,962 New