JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
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.
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: 49 → 54 (+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: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$85.2M |
| 2 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$6.22M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$4.11M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.3M |
| 5 |
CCG
Cypress Capital Group
Palm Beach,
Florida
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$31.7M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$22.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11.5M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$10.2M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.64M |
BBAG Hedge Fund Activity: Q3 2020 in Review
54 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q3 2020, worth a combined $455M — up 7.5% from $423M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BBAG positions and 3 closed out — a net gain of 5 holders — while 28 added to existing stakes and 14 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $85.2M. The largest seller was Intelligence Driven Advisers, cutting an estimated $31.7M.
- 54 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q3 2020, up from 49 in Q2 2020.
- Funds reported $455M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q3 2020, up 7.5% quarter-over-quarter.
- 8 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q3 2020 and 3 closed out, a net change of +5 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $85.2M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q3 2020 was Intelligence Driven Advisers, an estimated $31.7M sold.
Based on aggregated 13F filings for Q3 2020.