JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
89 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, 40 reducing their positions, and 9 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
11% more funds holding
Funds holding: 80 → 89 (+9)
7.7% less ownership
Funds ownership: 88.72% → 81.02% (-7.7%)
20% less capital invested
Capital invested by funds: $1.97B → $1.58B (-$387M)
43% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$25.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$23.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.6M |
| 4 |
WAAG
Wealth Alliance Advisory Group
Wichita,
Kansas
|
+$10.6M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$7.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$164M |
| 2 |
Jane Street
New York
|
-$161M |
| 3 |
LPL Financial
San Diego,
California
|
-$53.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.4M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.5M |
BBAG Hedge Fund Activity: Q3 2023 in Review
89 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q3 2023, worth a combined $1.58B — down 20% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BBAG positions and 9 closed out — a net gain of 9 holders — while 23 added to existing stakes and 40 trimmed.
The largest buyer was Clearwater Capital Advisors, adding an estimated $25.1M. The largest seller was JP Morgan Chase, cutting an estimated $164M.
- 89 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q3 2023, up from 80 in Q2 2023.
- Funds reported $1.58B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q3 2023, down 20% quarter-over-quarter.
- 18 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q3 2023 and 9 closed out, a net change of +9 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q3 2023 was Clearwater Capital Advisors, an estimated $25.1M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q3 2023 was JP Morgan Chase, an estimated $164M sold.
Based on aggregated 13F filings for Q3 2023.