JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
62 hedge funds and large institutions have $664M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
123% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 13
46% more capital invested
Capital invested by funds: $455M → $664M (+$209M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more funds holding
Funds holding: 54 → 62 (+8)
6.57% more ownership
Funds ownership: 32.65% → 39.21% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$123M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$38.9M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$5.4M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$4.45M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$14.6M |
| 2 |
Jane Street
New York
|
-$3.39M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.69M |
| 4 |
LPL Financial
San Diego,
California
|
-$570K |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$542K |
BBAG Hedge Fund Activity: Q4 2020 in Review
62 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q4 2020, worth a combined $664M — up 46% from $455M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BBAG positions and 5 closed out — a net gain of 9 holders — while 29 added to existing stakes and 13 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $123M. The largest seller was CreativeOne Wealth, cutting an estimated $14.6M.
- 62 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q4 2020, up from 54 in Q3 2020.
- Funds reported $664M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q4 2020, up 46% quarter-over-quarter.
- 14 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q4 2020 and 5 closed out, a net change of +9 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $123M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q4 2020 was CreativeOne Wealth, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2020.