We are live on ! Find out more
BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 6568 (+3)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

19% less capital invested

Capital invested by funds: $1.24B → $1.01B (-$231M)

19.68% less ownership

Funds ownership: 111.01%91.33% (-20%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$649M -$212M -3,875,187 -24%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.7M +$37.1M +676,292 +526%
BFG
3
Berger Financial Group
Minnesota
$42M +$659K +12,029 +2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$39.8M +$807K +14,726 +2%
Bank of America
5
Bank of America
North Carolina
$27.5M +$23.4M +427,865 +541%
AWAG
6
ARS Wealth Advisors Group
Florida
$24.1M +$24.3M +443,711 New
AF
7
Allworth Financial
California
$17.8M -$891K -16,260 -5%
Morgan Stanley
8
Morgan Stanley
New York
$14.9M +$5.11M +93,263 +52%
RJA
9
Raymond James & Associates
Florida
$13.1M -$1.09M -19,844 -8%
CW
10
CreativeOne Wealth
Kansas
$12M -$4.66M -85,138 -28%
IDA
11
Intelligence Driven Advisers
California
$12M +$557K +10,161 +5%
Jane Street
12
Jane Street
New York
$9.87M -$10.7M -195,656 -52%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$9.49M -$294K -5,368 -3%
LPT
14
Legacy Private Trust
Wisconsin
$7.82M -$1.6M -29,128 -17%
HCA
15
Heck Capital Advisors
Wisconsin
$7.25M +$151K +2,761 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.03M -$491K -8,959 -7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.9M -$50.5K -922 -0.8%
Verition Fund Management
18
Verition Fund Management
Connecticut
$5.69M +$5.17M +94,325 +899%
CA
19
CGN Advisors
Kansas
$5.28M -$26.9K -491 -0.5%
GM
20
GeoWealth Management
Illinois
$5.22M +$40.3K +735 +0.8%
AWM
21
AE Wealth Management
Kansas
$4.84M +$1.96M +35,732 +67%
EIA
22
Eldridge Investment Advisors
New Hampshire
$3.55M -$717K -13,087 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.48M -$2.58M -47,071 -42%
OMC
24
Old Mission Capital
Illinois
$2.86M -$4.79M -87,390 -62%
SPL
25
Smart Portfolios LLC
Washington
$2.51M -$5.28M -96,306 -68%