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JPMorgan BetaBuilders US Aggregate Bond ETF

68 hedge funds and large institutions have $1.02B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 6368 (+5)

7% less capital invested

Capital invested by funds: $1.1B → $1.02B (-$79.7M)

13.48% less ownership

Funds ownership: 106.03%92.55% (-13%)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
19
Reduced
24
Closed
11
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
$664M -$46.8M -964,436 -7%
SP
2
Symmetry Partners
Connecticut
$62.6M +$4.5M +92,693 +8%
Bank of America
3
Bank of America
North Carolina
$54.1M +$7.63M +157,424 +16%
BFG
4
Berger Financial Group
Minnesota
$44.3M -$172K -3,541 -0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.2M -$1.74M -35,790 -5%
AWAG
6
ARS Wealth Advisors Group
Florida
$19.8M +$92.3K +1,903 +0.5%
CW
7
CreativeOne Wealth
Kansas
$17.1M -$357K -7,371 -2%
NAS
8
Nicolet Advisory Services
Wisconsin
$14.7M +$14.9M +307,309 New
HighTower Advisors
9
HighTower Advisors
Illinois
$11.8M +$175K +3,617 +1%
RJA
10
Raymond James & Associates
Florida
$10M -$3.99M -82,284 -28%
Jane Street
11
Jane Street
New York
$9.44M +$8.59M +177,082 +898%
ACP
12
Aveo Capital Partners
Colorado
$8.23M +$8.32M +171,576 New
IDA
13
Intelligence Driven Advisers
California
$8.13M -$1.37M -28,201 -14%
LPT
14
Legacy Private Trust
Wisconsin
$6.36M +$2.68M +55,288 +72%
GM
15
GeoWealth Management
Illinois
$5.92M -$385K -7,943 -6%
OMC
16
Old Mission Capital
Illinois
$5.89M +$1.47M +30,278 +33%
CA
17
CGN Advisors
Kansas
$5.03M -$228K -4,708 -4%
FFG
18
Ford Financial Group
California
$4.25M +$4.3M +88,628 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$4M -$828K -17,064 -17%
AWM
20
AE Wealth Management
Kansas
$3.86M -$283K -5,829 -7%
B
21
Bailard
California
$2.43M +$399K +8,218 +19%
AC
22
Apella Capital
Connecticut
$2.27M +$2.29M +47,294 New
WEG
23
World Equity Group
Illinois
$2.22M +$40.4K +834 +2%
AI
24
Atria Investments
North Carolina
$2.06M +$112K +2,302 +6%
LPL Financial
25
LPL Financial
California
$1.74M +$1.76M +36,362 New