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JPMorgan BetaBuilders US Aggregate Bond ETF

72 hedge funds and large institutions have $1.04B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

6% more funds holding

Funds holding: 6872 (+4)

3.09% more ownership

Funds ownership: 91.33%94.42% (+3.1%)

4% more capital invested

Capital invested by funds: $1.01B → $1.04B (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
29
Reduced
24
Closed
9
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
$687M +$42.3M +781,798 +7%
BFG
2
Berger Financial Group
Minnesota
$44M +$2.29M +42,399 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.8M -$1.65M -30,593 -4%
IWC
4
Integrated Wealth Concepts
Massachusetts
$39.8M +$273K +5,044 +0.7%
AF
5
Allworth Financial
California
$22.7M +$5.04M +93,219 +28%
AWAG
6
ARS Wealth Advisors Group
Florida
$22.6M -$1.38M -25,565 -6%
Morgan Stanley
7
Morgan Stanley
New York
$18.3M +$3.51M +64,938 +24%
RJA
8
Raymond James & Associates
Florida
$15.8M +$2.84M +52,422 +22%
5L
9
55I LLC
Massachusetts
$14.5M +$12.4M +229,886 +590%
CW
10
CreativeOne Wealth
Kansas
$14M +$2.13M +39,359 +18%
IDA
11
Intelligence Driven Advisers
California
$11.6M -$107K -1,985 -0.9%
FTUS
12
Flow Traders U.S.
New York
$10.2M +$9.52M +176,050 +1,336%
Bank of America
13
Bank of America
North Carolina
$9.89M -$17.5M -323,560 -64%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$8.99M -$438K -8,096 -5%
HCA
15
Heck Capital Advisors
Wisconsin
$8.21M +$1.01M +18,615 +14%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.8M +$1.81M +33,509 +30%
CA
17
CGN Advisors
Kansas
$5.92M +$675K +12,484 +13%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$5.86M -$7.36K -136 -0.1%
LPT
19
Legacy Private Trust
Wisconsin
$5.43M -$2.35M -43,494 -30%
GM
20
GeoWealth Management
Illinois
$5.31M +$116K +2,151 +2%
AWM
21
AE Wealth Management
Kansas
$4.62M -$193K -3,571 -4%
OMC
22
Old Mission Capital
Illinois
$3.95M +$1.11M +20,469 +39%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$3.18M +$2.16M +39,907 +210%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.54M +$2.55M +47,167 New
SPL
25
Smart Portfolios LLC
Washington
$2.5M