BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG

Overview Fund Activity

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.

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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$645M
2
SP
2
Symmetry Partners
Connecticut
$70.8M
3
IDA
3
Intelligence Driven Advisers
California
$18.9M
4
CCA
4
Clearwater Capital Advisors
Illinois
$10.7M
5
LPT
5
Legacy Private Trust
Wisconsin
$13.6M

Top Sellers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$4.45M
2
Jane Street
2
Jane Street
New York
$2.31M
3
FFG
3
Ford Financial Group
California
$1.31M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$645M 14,181,984 +343,224 +2%
SP
2
Symmetry Partners
Connecticut
$70.8M 1,554,993 +249,300 +19%
Bank of America
3
Bank of America
North Carolina
$57.6M 1,264,886 +136,950 +12%
BFG
4
Berger Financial Group
Minnesota
$42.5M 935,093 +11,325 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.1M 661,266 -29,979 -4%
IDA
6
Intelligence Driven Advisers
California
$18.9M 414,501 +245,167 +145%
AWAG
7
ARS Wealth Advisors Group
Florida
$18.5M 407,507 -4,648 -1%
CW
8
CreativeOne Wealth
Kansas
$15.8M 347,335 -8,899 -2%
LPT
9
Legacy Private Trust
Wisconsin
$13.6M 299,412 +166,833 +126%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.4M 249,165 +3,818 +2%
CCA
11
Clearwater Capital Advisors
Illinois
$10.7M 235,697 +235,697 New
RJA
12
Raymond James & Associates
Florida
$8.71M 191,522 -17,363 -8%
ACP
13
Aveo Capital Partners
Colorado
$8.06M 177,235 +5,659 +3%
GM
14
GeoWealth Management
Illinois
$5.93M 130,246 +6,971 +6%
OMC
15
Old Mission Capital
Illinois
$5.67M 124,648 +1,841 +1%
CA
16
CGN Advisors
Kansas
$5.46M 119,905 +14,980 +14%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$4.61M 101,397 +18,107 +22%
NAS
18
Nicolet Advisory Services
Wisconsin
$4.45M 98,955 -208,354 -68%
VNA
19
Valley National Advisers
Pennsylvania
$4.17M 92,939 +92,939 New
AC
20
Apella Capital
Connecticut
$3.42M 75,152 +27,858 +59%
AWM
21
AE Wealth Management
Kansas
$2.43M 53,328 -27,085 -34%
Jane Street
22
Jane Street
New York
$2.31M 50,666 -146,132 -74%
LPL Financial
23
LPL Financial
California
$2.12M 46,614 +10,252 +28%
WEG
24
World Equity Group
Illinois
$2.11M 46,322 +22 +0%
AI
25
Atria Investments
North Carolina
$1.96M 43,016 +62 +0.1%
1
2 3