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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

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.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.19%
New
11
Increased
21
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$49.2M
2
AWA
2
ARS Wealth Advisors
Florida
$37.9M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$12.1M
4
IDA
4
Intelligence Driven Advisers
California
$42.6M
5
SWM
5
Strategic Wealth Management
Washington
$5.65M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$82.8M
2
Bank of America
2
Bank of America
North Carolina
$1.52M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$12.4M
4
GM
4
GeoWealth Management
Illinois
$6.99M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$87.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$87.6M 3,129,057 -140,055 -4%
CW
2
CreativeOne Wealth
Kansas
$82.8M 2,958,592 -600,814 -17%
TIM
3
Total Investment Management
Arizona
$49.2M 1,759,992 +767,139 +77%
IDA
4
Intelligence Driven Advisers
California
$42.6M 1,520,917 +314,702 +26%
AWA
5
ARS Wealth Advisors
Florida
$37.9M 1,356,035 +574,581 +74%
MPWT
6
MassMutual Private Wealth & Trust
Connecticut
$12.4M 444,256 -151,128 -25%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$12.1M 433,723 +433,723 New
BWP
8
BSW Wealth Partners
Colorado
$10.7M 381,238 +15,107 +4%
RJA
9
Raymond James & Associates
Florida
$10.1M 362,070 +198,472 +121%
SPL
10
Smart Portfolios LLC
Washington
$7.2M 254,736 +94,226 +59%
GM
11
GeoWealth Management
Illinois
$6.99M 249,890 -148,477 -37%
ACM
12
Avalon Capital Management
California
$6.01M 214,709 +7,100 +3%
SWM
13
Strategic Wealth Management
Washington
$5.65M 201,786 +201,786 New
HighTower Advisors
14
HighTower Advisors
Illinois
$4.05M 144,896 +36,232 +33%
EIA
15
Eldridge Investment Advisors
New Hampshire
$3.85M 137,524 +592 +0.4%
SCM
16
Stonehearth Capital Management
Massachusetts
$3.79M 134,529 +58,068 +76%
Citadel Advisors
17
Citadel Advisors
Florida
$3.37M 120,417 +120,417 New
Jane Street
18
Jane Street
New York
$3.23M 115,577 +57,419 +99%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.1M 110,752 +57,414 +108%
CCG
20
Cypress Capital Group
Florida
$2.91M 104,030 +55,980 +117%
LFAS
21
Level Four Advisory Services
Texas
$2.68M 95,838 +83,188 +658%
LPL Financial
22
LPL Financial
California
$2.45M 87,541 +24,176 +38%
FWM
23
Frontier Wealth Management
Missouri
$2.41M 86,134 +86,134 New
B
24
Bailard
California
$2.31M 82,432 -993 -1%
SS
25
Simplicity Solutions
Minnesota
$2.18M 77,923 +77,923 New
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