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JPMorgan BetaBuilders US Aggregate Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$906M
2
LPL Financial
2
LPL Financial
California
$171M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$33.9M
4
Bank of America
4
Bank of America
North Carolina
$67.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$548K
2
VCM
2
Vivaldi Capital Management
Illinois
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$7.08M
4
LWM
4
Lodestone Wealth Management
Washington
$234K
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$906M 19,293,369 +4,244,542 +28%
LPL Financial
2
LPL Financial
California
$171M 3,642,815 +3,596,015 +7,684%
SP
3
Symmetry Partners
Connecticut
$72.1M 1,534,993 – –
Bank of America
4
Bank of America
North Carolina
$67.4M 1,436,216 +480,118 +50%
BFG
5
Berger Financial Group
Minnesota
$44.5M 947,210 +57,820 +7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$33.9M 721,426 +680,580 +1,666%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$29.7M 631,545 -10,822 -2%
CCA
8
Clearwater Capital Advisors
Illinois
$22M 469,378 +303 +0.1%
CW
9
CreativeOne Wealth
Kansas
$17.8M 378,969 +123,446 +48%
Osaic Holdings
10
Osaic Holdings
Arizona
$16.6M 353,924 +323,026 +1,045%
HighTower Advisors
11
HighTower Advisors
Illinois
$13.8M 293,436 -5,194 -2%
CA
12
CGN Advisors
Kansas
$13M 276,841 +141,258 +104%
HCA
13
Heck Capital Advisors
Wisconsin
$11.7M 248,141 -4,229 -2%
B
14
Bensler
Washington
$9.72M 206,957 +113,157 +121%
RJA
15
Raymond James & Associates
Florida
$7.65M 162,839 -11,939 -7%
LPT
16
Legacy Private Trust
Wisconsin
$7.08M 150,798 -64,356 -30%
OMC
17
Old Mission Capital
Illinois
$6.95M 148,017 +123,428 +502%
GM
18
GeoWealth Management
Illinois
$6.84M 145,737 +19,177 +15%
WEG
19
World Equity Group
Illinois
$5.89M 123,943 +77,198 +165%
NAS
20
Nicolet Advisory Services
Wisconsin
$4.72M 99,551 +3,377 +4%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$4.14M 88,195 -9,462 -10%
AWM
22
AE Wealth Management
Kansas
$2.53M 53,894 +4,497 +9%
RWPA
23
Richard W. Paul & Associates
Michigan
$2.49M 53,037 +4,095 +8%
Jane Street
24
Jane Street
New York
$2.4M 51,134 -16,102 -24%
AI
25
Atria Investments
North Carolina
$2.37M 50,481 +6,599 +15%
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