JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
75 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, 25 reducing their positions, and 14 closing their positions.
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
5.61% more ownership
Funds ownership: 92.41% → 98.01% (+5.6%)
0% more funds holding
Funds holding: 75 → 75 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$198M |
| 2 |
LPL Financial
San Diego,
California
|
+$168M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$31.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$22.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.58M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$3.44M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3M |
| 4 |
LWM
Lodestone Wealth Management
Spokane,
Washington
|
-$2.64M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.39M |
BBAG Hedge Fund Activity: Q1 2023 in Review
75 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2023, worth a combined $1.51B — up 46% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BBAG positions and 14 closed out — a net gain of 2 holders — while 25 added to existing stakes and 25 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $198M. The largest seller was Citadel Advisors, cutting an estimated $5.58M.
- 75 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $1.51B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2023, up 46% quarter-over-quarter.
- 16 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2023 and 14 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $198M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2023 was Citadel Advisors, an estimated $5.58M sold.
Based on aggregated 13F filings for Q1 2023.