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JPMorgan BetaBuilders US Aggregate Bond ETF

90 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2% more funds holding

Funds holding: 8890 (+2)

0.42% more ownership

Funds ownership: 80.99%81.41% (+0.42%)

5% less capital invested

Capital invested by funds: $1.58B → $1.51B (-$75.8M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

57% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 49

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
15
Increased
21
Reduced
49
Closed
13
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
$1.06B +$44.6M +998,540 +5%
LPL Financial
2
LPL Financial
California
$89.6M -$28M -627,341 -25%
BFG
3
Berger Financial Group
Minnesota
$45.9M -$98.9K -2,212 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$38.8M +$22.9M +511,655 +159%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.7M -$14.6M -326,419 -29%
CCA
6
Clearwater Capital Advisors
Illinois
$35.6M -$13.4M -298,730 -28%
IHWM
7
Iron Horse Wealth Management
Iowa
$18.1M +$521K +11,666 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$17.8M -$61.3K -1,371 -0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$14.6M -$6.24M -139,495 -31%
B
10
Bensler
Washington
$12.9M +$1.15M +25,688 +10%
CA
11
CGN Advisors
Kansas
$12.3M +$941K +21,058 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$11.8M +$4.16M +93,005 +58%
WAAG
13
Wealth Alliance Advisory Group
Kansas
$11.5M +$597K +13,366 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$11.3M -$28.1M -629,541 -72%
SHJ
15
Sharkey, Howes & Javer
Colorado
$7.06M -$375K -8,382 -5%
HCA
16
Heck Capital Advisors
Wisconsin
$6.71M -$1.43M -31,896 -18%
PAS
17
Park Avenue Securities
New York
$5.78M -$2.27M -50,824 -29%
AC
18
Apella Capital
Connecticut
$4.89M -$593K -13,260 -11%
SPIA
19
Steward Partners Investment Advisory
New York
$4.22M -$32.6K -730 -0.8%
Bank of America
20
Bank of America
North Carolina
$3.99M -$15M -334,663 -80%
LPT
21
Legacy Private Trust
Wisconsin
$3.9M -$1.16M -25,921 -24%
NAS
22
Nicolet Advisory Services
Wisconsin
$3.42M -$331K -7,397 -9%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.14M -$1.01M -22,704 -25%
RWPA
24
Richard W. Paul & Associates
Michigan
$2.71M -$44.8K -1,003 -2%
CFG
25
Cooper Financial Group
California
$2.69M -$124K -2,775 -5%

BBAG Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q4 2023, worth a combined $1.51B — down 4.8% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BBAG positions and 13 closed out — a net gain of 2 holders — while 21 added to existing stakes and 49 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $44.6M. The largest seller was Symmetry Partners, exiting entirely with an estimated $66.7M sold.

  • 90 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q4 2023, up from 88 in Q3 2023.
  • Funds reported $1.51B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q4 2023, down 4.8% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q4 2023 and 13 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $44.6M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q4 2023 was Symmetry Partners, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2023.