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JPMorgan BetaBuilders US Aggregate Bond ETF

65 hedge funds and large institutions have $1.01B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.48% less ownership

Funds ownership: 92.55%92.07% (-0.48%)

1% less capital invested

Capital invested by funds: $1.02B → $1.01B (-$8.78M)

4% less funds holding

Funds holding: 6865 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
28
Reduced
22
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
$645M +$16.4M +343,224 +2%
SP
2
Symmetry Partners
Connecticut
$70.8M +$11.9M +249,300 +19%
Bank of America
3
Bank of America
North Carolina
$57.6M +$6.54M +136,950 +12%
BFG
4
Berger Financial Group
Minnesota
$42.5M +$540K +11,325 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.1M -$1.43M -29,979 -4%
IDA
6
Intelligence Driven Advisers
California
$18.9M +$11.7M +245,167 +145%
AWAG
7
ARS Wealth Advisors Group
Florida
$18.5M -$222K -4,648 -1%
CW
8
CreativeOne Wealth
Kansas
$15.8M -$425K -8,899 -2%
LPT
9
Legacy Private Trust
Wisconsin
$13.6M +$7.96M +166,833 +126%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.4M +$182K +3,818 +2%
CCA
11
Clearwater Capital Advisors
Illinois
$10.7M +$11.2M +235,697 New
RJA
12
Raymond James & Associates
Florida
$8.71M -$829K -17,363 -8%
ACP
13
Aveo Capital Partners
Colorado
$8.06M +$270K +5,659 +3%
GM
14
GeoWealth Management
Illinois
$5.93M +$333K +6,971 +6%
OMC
15
Old Mission Capital
Illinois
$5.67M +$87.9K +1,841 +1%
CA
16
CGN Advisors
Kansas
$5.46M +$715K +14,980 +14%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$4.61M +$864K +18,107 +22%
NAS
18
Nicolet Advisory Services
Wisconsin
$4.45M -$9.94M -208,354 -68%
VNA
19
Valley National Advisers
Pennsylvania
$4.17M +$4.44M +92,939 New
AC
20
Apella Capital
Connecticut
$3.42M +$1.33M +27,858 +59%
AWM
21
AE Wealth Management
Kansas
$2.43M -$1.29M -27,085 -34%
Jane Street
22
Jane Street
New York
$2.31M -$6.97M -146,132 -74%
LPL Financial
23
LPL Financial
California
$2.12M +$489K +10,252 +28%
WEG
24
World Equity Group
Illinois
$2.11M +$1.05K +22 +0%
AI
25
Atria Investments
North Carolina
$1.96M +$2.96K +62 +0.1%