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JPMorgan BetaBuilders US Aggregate Bond ETF

74 hedge funds and large institutions have $1.03B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more funds holding

Funds holding: 6574 (+9)

2% more capital invested

Capital invested by funds: $1.01B → $1.03B (+$19.5M)

0.27% more ownership

Funds ownership: 92.07%92.34% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
20
Reduced
28
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
$689M +$39.6M +866,843 +6%
SP
2
Symmetry Partners
Connecticut
$70.3M -$913K -20,000 -1%
Bank of America
3
Bank of America
North Carolina
$43.8M -$14.1M -308,788 -24%
BFG
4
Berger Financial Group
Minnesota
$40.7M -$2.09M -45,703 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.4M -$863K -18,899 -3%
CCA
6
Clearwater Capital Advisors
Illinois
$21.5M +$10.7M +233,378 +99%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.7M +$2.26M +49,465 +20%
CW
8
CreativeOne Wealth
Kansas
$11.7M -$4.19M -91,812 -26%
HCA
9
Heck Capital Advisors
Wisconsin
$11.6M +$11.5M +252,370 New
LPT
10
Legacy Private Trust
Wisconsin
$9.85M -$3.85M -84,258 -28%
RJA
11
Raymond James & Associates
Florida
$8M -$764K -16,744 -9%
AC
12
Apella Capital
Connecticut
$6.57M +$3.12M +68,293 +91%
CA
13
CGN Advisors
Kansas
$6.21M +$716K +15,678 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$6.01M +$5.99M +131,269 New
GM
15
GeoWealth Management
Illinois
$5.79M -$168K -3,686 -3%
NAS
16
Nicolet Advisory Services
Wisconsin
$4.51M -$127K -2,781 -3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$4.47M -$171K -3,740 -4%
B
18
Bensler
Washington
$4.3M +$4.28M +93,800 New
VCM
19
Vivaldi Capital Management
Illinois
$3.44M +$3.35M +73,366 New
Jane Street
20
Jane Street
New York
$3.08M +$757K +16,570 +33%
LWM
21
Lodestone Wealth Management
Washington
$2.82M +$2.81M +61,581 New
AWM
22
AE Wealth Management
Kansas
$2.26M -$179K -3,931 -7%
RWPA
23
Richard W. Paul & Associates
Michigan
$2.24M +$2.23M +48,942 New
IA
24
Integrity Advisory
Kansas
$2.18M +$2.17M +47,539 New
LPL Financial
25
LPL Financial
California
$2.14M +$8.49K +186 +0.4%