JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
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.
133% more capital inflows, than outflows
Capital inflows: $97M | Capital outflows: $41.6M
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
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more funds holding
Funds holding: 44 → 49 (+5)
1.43% less ownership
Funds ownership: 69.51% → 68.08% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$21.3M |
| 2 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$15.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$12M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$8.72M |
| 5 |
SWM
Strategic Wealth Management
Kirkland,
Washington
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$16.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.82M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$4.19M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.11M |
| 5 |
JP Morgan Chase
New York
|
-$3.88M |
BBAG Hedge Fund Activity: Q2 2020 in Review
49 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2020, worth a combined $423M — up 19% from $355M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BBAG positions and 5 closed out — a net gain of 6 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Total Investment Management, adding an estimated $21.3M. The largest seller was CreativeOne Wealth, cutting an estimated $16.6M.
- 49 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2020, up from 44 in Q1 2020.
- Funds reported $423M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2020, up 19% quarter-over-quarter.
- 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2020 and 5 closed out, a net change of +6 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2020 was Total Investment Management, an estimated $21.3M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2020 was CreativeOne Wealth, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2020.