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JPMorgan BetaBuilders US Aggregate Bond ETF

54 hedge funds and large institutions have $455M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

10% more funds holding

Funds holding: 4954 (+5)

8% more capital invested

Capital invested by funds: $423M → $455M (+$31.9M)

1.39% less ownership

Funds ownership: 34.04%32.65% (-1.4%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
8
Increased
28
Reduced
14
Closed
3
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
$173M +$85.2M +1,517,998 +97%
CW
2
CreativeOne Wealth
Kansas
$60.1M -$22.7M -403,840 -27%
TIM
3
Total Investment Management
Arizona
$52.8M +$4.11M +73,175 +8%
AWA
4
ARS Wealth Advisors
Florida
$44.1M +$6.22M +110,837 +16%
RJA
5
Raymond James & Associates
Florida
$11.5M +$1.35M +24,031 +13%
IDA
6
Intelligence Driven Advisers
California
$11M -$31.7M -564,383 -74%
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$9.9M -$2.53M -45,051 -20%
SPL
8
Smart Portfolios LLC
Washington
$7.14M +$18.3K +326 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.39M +$3.3M +58,844 +106%
ACM
10
Avalon Capital Management
California
$6M -$5.61K -100 -0.1%
SWM
11
Strategic Wealth Management
Washington
$5.67M +$26.5K +473 +0.5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$5.18M
CCG
13
Cypress Capital Group
Florida
$4.92M +$2.02M +35,938 +69%
GM
14
GeoWealth Management
Illinois
$4.35M -$2.64M -46,970 -38%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.27M +$222K +3,951 +5%
EIA
16
Eldridge Investment Advisors
New Hampshire
$3.97M +$125K +2,226 +3%
SCM
17
Stonehearth Capital Management
Massachusetts
$3.94M +$178K +3,177 +5%
LPL Financial
18
LPL Financial
California
$3.42M +$979K +17,452 +40%
Jane Street
19
Jane Street
New York
$3.39M +$162K +2,891 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$3.23M -$132K -2,359 -4%
FWM
21
Frontier Wealth Management
Missouri
$2.39M -$13.9K -247 -0.6%
B
22
Bailard
California
$2.39M +$89.8K +1,600 +4%
AWM
23
AE Wealth Management
Kansas
$2.23M +$54.2K +966 +2%
SS
24
Simplicity Solutions
Minnesota
$2.23M +$54.2K +966 +2%
AI
25
Atria Investments
North Carolina
$2.16M +$291K +5,184 +15%