JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
91 hedge funds and large institutions have $1.49B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 49 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
2% more funds holding
Funds holding: 89 → 91 (+2)
0.61% less ownership
Funds ownership: 81.02% → 80.41% (-0.61%)
6% less capital invested
Capital invested by funds: $1.58B → $1.49B (-$94.9M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
55% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$44.6M |
| 2 |
Morgan Stanley
New York
|
+$4.25M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.16M |
| 4 |
B
Bensler
Bellevue,
Washington
|
+$1.15M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$941K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$66.7M |
| 2 |
Jane Street
New York
|
-$34.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$28M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15M |
BBAG Hedge Fund Activity: Q4 2023 in Review
91 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q4 2023, worth a combined $1.49B — down 6% 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 22 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.
- 91 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q4 2023, up from 89 in Q3 2023.
- Funds reported $1.49B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q4 2023, down 6% 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.