JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
53 hedge funds and large institutions have $508M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 16 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
8.28% less ownership
Funds ownership: 39.21% → 30.93% (-8.3%)
15% less funds holding
Funds holding: 62 → 53 (-9)
24% less capital invested
Capital invested by funds: $664M → $508M (-$156M)
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$19.1M |
| 2 |
JP Morgan Chase
New York
|
+$10.6M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$5.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.4M |
| 5 |
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$46.2M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$45.3M |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$37.2M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$29.3M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$4.28M |
BBAG Hedge Fund Activity: Q1 2021 in Review
53 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2021, worth a combined $508M — down 24% from $664M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of BBAG and 7 opened new positions — a net loss of 9 holders — while 15 trimmed existing stakes and 25 added.
The largest buyer was Allworth Financial, adding an estimated $19.1M. The largest seller was ARS Wealth Advisors, exiting entirely with an estimated $46.2M sold.
- 53 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2021, down from 62 in Q4 2020.
- Funds reported $508M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2021, down 24% quarter-over-quarter.
- 7 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2021 and 16 closed out, a net change of -9 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2021 was Allworth Financial, an estimated $19.1M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2021 was ARS Wealth Advisors, an estimated $46.2M sold.
Based on aggregated 13F filings for Q1 2021.