JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
75 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 19 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
15% more funds holding
Funds holding: 65 → 75 (+10)
2% more capital invested
Capital invested by funds: $1.01B → $1.03B (+$20.2M)
0.33% more ownership
Funds ownership: 92.07% → 92.41% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
29% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$39.6M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$11.5M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$10.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.99M |
| 5 |
B
Bensler
Bellevue,
Washington
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$18.6M |
| 2 |
AWAG
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
-$18.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.1M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$7.79M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.57M |
BBAG Hedge Fund Activity: Q4 2022 in Review
75 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q4 2022, worth a combined $1.03B — up 2% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BBAG positions and 8 closed out — a net gain of 11 holders — while 20 added to existing stakes and 28 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $39.6M. The largest seller was Intelligence Driven Advisers, cutting an estimated $18.6M.
- 75 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q4 2022, up from 65 in Q3 2022.
- Funds reported $1.03B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q4 2022, up 2% quarter-over-quarter.
- 19 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +11 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $39.6M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q4 2022 was Intelligence Driven Advisers, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2022.