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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
12
Increased
25
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.7M
2
AWAG
2
ARS Wealth Advisors Group
Florida
$24.1M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$5.69M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$649M
2
TIM
2
Total Investment Management
Arizona
$393K
3
Jane Street
3
Jane Street
New York
$9.87M
4
SPL
4
Smart Portfolios LLC
Washington
$2.51M
5
OMC
5
Old Mission Capital
Illinois
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$649M 11,959,730 -3,875,187 -24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.7M 804,765 +676,292 +526%
BFG
3
Berger Financial Group
Minnesota
$42M 773,964 +12,029 +2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$39.8M 733,482 +14,726 +2%
Bank of America
5
Bank of America
North Carolina
$27.5M 506,890 +427,865 +541%
AWAG
6
ARS Wealth Advisors Group
Florida
$24.1M 443,711 +443,711 New
AF
7
Allworth Financial
California
$17.8M 327,493 -16,260 -5%
Morgan Stanley
8
Morgan Stanley
New York
$14.9M 273,695 +93,263 +52%
RJA
9
Raymond James & Associates
Florida
$13.1M 241,349 -19,844 -8%
CW
10
CreativeOne Wealth
Kansas
$12M 219,913 -85,138 -28%
IDA
11
Intelligence Driven Advisers
California
$12M 221,140 +10,161 +5%
Jane Street
12
Jane Street
New York
$9.87M 181,874 -195,656 -52%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$9.49M 174,830 -5,368 -3%
LPT
14
Legacy Private Trust
Wisconsin
$7.82M 144,132 -29,128 -17%
HCA
15
Heck Capital Advisors
Wisconsin
$7.25M 133,667 +2,761 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.03M 111,045 -8,959 -7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.9M 108,769 -922 -0.8%
Verition Fund Management
18
Verition Fund Management
Connecticut
$5.69M 104,817 +94,325 +899%
CA
19
CGN Advisors
Kansas
$5.28M 97,248 -491 -0.5%
GM
20
GeoWealth Management
Illinois
$5.22M 96,227 +735 +0.8%
AWM
21
AE Wealth Management
Kansas
$4.84M 89,178 +35,732 +67%
EIA
22
Eldridge Investment Advisors
New Hampshire
$3.55M 65,363 -13,087 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.48M 64,127 -47,071 -42%
OMC
24
Old Mission Capital
Illinois
$2.86M 52,732 -87,390 -62%
SPL
25
Smart Portfolios LLC
Washington
$2.51M 46,267 -96,306 -68%
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