We are live on ! Find out more
BBAG icon

JPMorgan BetaBuilders US Aggregate Bond ETF

88 hedge funds and large institutions have $1.58B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

11% more funds holding

Funds holding: 7988 (+9)

7.7% less ownership

Funds ownership: 88.69%80.99% (-7.7%)

20% less capital invested

Capital invested by funds: $1.97B → $1.58B (-$387M)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
18
Increased
23
Reduced
39
Closed
9
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
$967M -$164M -3,625,607 -14%
LPL Financial
2
LPL Financial
California
$113M -$53.9M -1,189,336 -32%
SP
3
Symmetry Partners
Connecticut
$66.7M -$368K -8,125 -0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.2M +$23.6M +521,158 +85%
CCA
5
Clearwater Capital Advisors
Illinois
$47M +$25.1M +553,294 +109%
BFG
6
Berger Financial Group
Minnesota
$43.7M +$1.25M +27,533 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$38.6M +$23.7M +523,684 +150%
Jane Street
8
Jane Street
New York
$35.4M -$161M -3,550,403 -82%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20M -$13.5M -298,213 -40%
Bank of America
10
Bank of America
North Carolina
$18.6M -$20.4M -450,562 -52%
HighTower Advisors
11
HighTower Advisors
Illinois
$17M +$3.27M +72,015 +23%
IHWM
12
Iron Horse Wealth Management
Iowa
$16.7M +$1.02M +22,511 +6%
Morgan Stanley
13
Morgan Stanley
New York
$14.2M +$2.35M +51,878 +19%
B
14
Bensler
Washington
$11.1M +$1.36M +30,051 +14%
CA
15
CGN Advisors
Kansas
$10.7M -$854K -18,834 -7%
WAAG
16
Wealth Alliance Advisory Group
Kansas
$10.4M +$10.6M +234,498 New
HCA
17
Heck Capital Advisors
Wisconsin
$7.78M -$2.4M -53,042 -23%
PAS
18
Park Avenue Securities
New York
$7.74M +$7.93M +174,942 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.15M +$3.55M +78,270 +94%
SHJ
20
Sharkey, Howes & Javer
Colorado
$7.08M -$746K -16,456 -9%
AC
21
Apella Capital
Connecticut
$5.27M -$403K -8,895 -7%
LPT
22
Legacy Private Trust
Wisconsin
$4.86M -$1.33M -29,276 -21%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.12M +$2.97M +65,588 +238%
SPIA
24
Steward Partners Investment Advisory
New York
$4.04M -$265K -5,843 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.99M +$4.09M +90,208 New