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JPMorgan BetaBuilders US Aggregate Bond ETF

74 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.03B → $1.51B (+$477M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5.62% more ownership

Funds ownership: 92.34%97.96% (+5.6%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding

Funds holding: 7474 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
16
Increased
25
Reduced
24
Closed
14
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
$906M +$198M +4,244,542 +28%
LPL Financial
2
LPL Financial
California
$171M +$168M +3,596,015 +7,684%
SP
3
Symmetry Partners
Connecticut
$72.1M
Bank of America
4
Bank of America
North Carolina
$67.4M +$22.4M +480,118 +50%
BFG
5
Berger Financial Group
Minnesota
$44.5M +$2.7M +57,820 +7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$33.9M +$31.7M +680,580 +1,666%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29.7M -$505K -10,822 -2%
CCA
8
Clearwater Capital Advisors
Illinois
$22M +$14.1K +303 +0.1%
CW
9
CreativeOne Wealth
Kansas
$17.8M +$5.76M +123,446 +48%
Osaic Holdings
10
Osaic Holdings
Arizona
$16.6M +$15.1M +323,026 +1,045%
HighTower Advisors
11
HighTower Advisors
Illinois
$13.8M -$242K -5,194 -2%
CA
12
CGN Advisors
Kansas
$13M +$6.59M +141,258 +104%
HCA
13
Heck Capital Advisors
Wisconsin
$11.7M -$197K -4,229 -2%
B
14
Bensler
Washington
$9.72M +$5.28M +113,157 +121%
RJA
15
Raymond James & Associates
Florida
$7.65M -$557K -11,939 -7%
LPT
16
Legacy Private Trust
Wisconsin
$7.08M -$3M -64,356 -30%
OMC
17
Old Mission Capital
Illinois
$6.95M +$5.75M +123,428 +502%
GM
18
GeoWealth Management
Illinois
$6.84M +$894K +19,177 +15%
WEG
19
World Equity Group
Illinois
$5.89M +$3.6M +77,198 +165%
NAS
20
Nicolet Advisory Services
Wisconsin
$4.72M +$157K +3,377 +4%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$4.14M -$441K -9,462 -10%
AWM
22
AE Wealth Management
Kansas
$2.53M +$210K +4,497 +9%
RWPA
23
Richard W. Paul & Associates
Michigan
$2.49M +$191K +4,095 +8%
Jane Street
24
Jane Street
New York
$2.4M -$751K -16,102 -24%
AI
25
Atria Investments
North Carolina
$2.37M +$308K +6,599 +15%