JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
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.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
5% more funds holding
Funds holding: 65 → 68 (+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: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$23.4M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$5.17M |
| 4 |
Morgan Stanley
New York
|
+$5.11M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$212M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$31.6M |
| 3 |
Jane Street
New York
|
-$10.7M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$5.28M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.79M |
BBAG Hedge Fund Activity: Q3 2021 in Review
68 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q3 2021, worth a combined $1.01B — down 19% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BBAG positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 24 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was JP Morgan Chase, cutting an estimated $212M.
- 68 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q3 2021, up from 65 in Q2 2021.
- Funds reported $1.01B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q3 2021, down 19% quarter-over-quarter.
- 12 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q3 2021 and 8 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $37.1M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $212M sold.
Based on aggregated 13F filings for Q3 2021.