JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
65 hedge funds and large institutions have $1.24B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.
144% more capital invested
Capital invested by funds: $508M → $1.24B (+$730M)
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
80.08% more ownership
Funds ownership: 30.93% → 111.01% (+80%)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
23% more funds holding
Funds holding: 53 → 65 (+12)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$560M |
| 2 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
+$46.7M |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$41.2M |
| 4 |
Jane Street
New York
|
+$20.4M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$5.88M |
| 2 |
CCG
Cypress Capital Group
Palm Beach,
Florida
|
-$5.29M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.82M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.28M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.45M |
BBAG Hedge Fund Activity: Q2 2021 in Review
65 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2021, worth a combined $1.24B — up 144% from $508M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BBAG positions and 10 closed out — a net gain of 13 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $560M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $5.88M sold.
- 65 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2021, up from 53 in Q1 2021.
- Funds reported $1.24B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2021, up 144% quarter-over-quarter.
- 23 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2021 and 10 closed out, a net change of +13 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $560M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2021 was Mariner Independent Advisor Network, an estimated $5.88M sold.
Based on aggregated 13F filings for Q2 2021.