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JPMorgan BetaBuilders US Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 67 (+1)

15% more funds holding

Funds holding: 5462 (+8)

6.57% more ownership

Funds ownership: 32.65%39.21% (+6.6%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
29
Reduced
13
Closed
5
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
$295M +$123M +2,216,325 +72%
TIM
2
Total Investment Management
Arizona
$57.5M +$4.45M +79,807 +8%
AWA
3
ARS Wealth Advisors
Florida
$46.2M +$2.23M +40,072 +5%
CW
4
CreativeOne Wealth
Kansas
$45.3M -$14.6M -261,769 -24%
IWC
5
Integrated Wealth Concepts
Massachusetts
$38.9M +$38.9M +698,514 New
BFG
6
Berger Financial Group
Minnesota
$37.2M +$37.2M +668,409 New
RJA
7
Raymond James & Associates
Florida
$14.2M +$2.8M +50,276 +25%
IDA
8
Intelligence Driven Advisers
California
$11.6M +$681K +12,222 +6%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$10.3M +$445K +7,979 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.73M +$1.37M +24,615 +22%
SPL
11
Smart Portfolios LLC
Washington
$7.19M +$80.4K +1,443 +1%
CCG
12
Cypress Capital Group
Florida
$7.06M +$2.16M +38,718 +44%
MIAN
13
Mariner Independent Advisor Network
Kansas
$5.92M +$5.4M +96,977 +1,031%
Citadel Advisors
14
Citadel Advisors
Florida
$5.62M +$2.4M +43,062 +74%
SWM
15
Strategic Wealth Management
Washington
$5.6M -$41.8K -751 -0.7%
Morgan Stanley
16
Morgan Stanley
New York
$4.79M +$2.77M +49,743 +137%
GM
17
GeoWealth Management
Illinois
$4.54M +$197K +3,540 +5%
ACM
18
Avalon Capital Management
California
$4.28M -$1.69M -30,346 -28%
CA
19
CGN Advisors
Kansas
$4.21M +$4.21M +75,524 New
EIA
20
Eldridge Investment Advisors
New Hampshire
$4.18M +$225K +4,041 +6%
SCM
21
Stonehearth Capital Management
Massachusetts
$4.14M +$218K +3,911 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.01M -$248K -4,452 -6%
LPT
23
Legacy Private Trust
Wisconsin
$3.92M +$2.06M +37,003 +111%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$3.34M
LPL Financial
25
LPL Financial
California
$2.84M -$570K -10,234 -17%