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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

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, 4 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
23
Increased
4
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$862M
2
AWA
2
ARS Wealth Advisors
Florida
$47M
3
BFG
3
Berger Financial Group
Minnesota
$41.5M
4
Jane Street
4
Jane Street
New York
$20.6M
5
CW
5
CreativeOne Wealth
Kansas
$16.6M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$39.1M
2
TIM
2
Total Investment Management
Arizona
$31.8M
3
AF
3
Allworth Financial
California
$18.7M
4
RJA
4
Raymond James & Associates
Florida
$14.2M
5
IDA
5
Intelligence Driven Advisers
California
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$862M 15,834,917 +4,848,703 +44%
AWA
2
ARS Wealth Advisors
Florida
$47M 862,426 +862,426 New
BFG
3
Berger Financial Group
Minnesota
$41.5M 761,935 +761,935 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$39.1M 718,756 -569,647 -44%
TIM
5
Total Investment Management
Arizona
$31.8M 584,814 -408,039 -41%
Jane Street
6
Jane Street
New York
$20.6M 377,530 +377,530 New
AF
7
Allworth Financial
California
$18.7M 343,753 -362,028 -51%
CW
8
CreativeOne Wealth
Kansas
$16.6M 305,051 +305,051 New
RJA
9
Raymond James & Associates
Florida
$14.2M 261,193 -273,662 -51%
IDA
10
Intelligence Driven Advisers
California
$11.5M 210,979 -241,943 -53%
Morgan Stanley
11
Morgan Stanley
New York
$9.83M 180,432 -37,847 -17%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$9.81M 180,198 -190,827 -51%
LPT
13
Legacy Private Trust
Wisconsin
$9.44M 173,260 -175,964 -50%
SPL
14
Smart Portfolios LLC
Washington
$7.76M 142,573 -142,887 -50%
OMC
15
Old Mission Capital
Illinois
$7.63M 140,122 +140,122 New
HCA
16
Heck Capital Advisors
Wisconsin
$7.13M 130,906 +130,906 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7M 128,473 +128,473 New
HighTower Advisors
18
HighTower Advisors
Illinois
$6.54M 120,004 +120,004 New
Osaic Holdings
19
Osaic Holdings
Arizona
$6.06M 111,198 -164,934 -60%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$5.97M 109,691 +109,691 New
SWM
21
Strategic Wealth Management
Washington
$5.92M 108,654 -109,792 -50%
CA
22
CGN Advisors
Kansas
$5.32M 97,739 -91,023 -48%
GM
23
GeoWealth Management
Illinois
$5.2M 95,492 +6,129 +7%
Bank of America
24
Bank of America
North Carolina
$4.3M 79,025 -51,282 -39%
EIA
25
Eldridge Investment Advisors
New Hampshire
$4.27M 78,450 -74,601 -49%
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