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JPMorgan BetaBuilders US Aggregate Bond ETF

91 hedge funds and large institutions have $1.26B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 9091 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5.64% less ownership

Funds ownership: 81.41%75.77% (-5.6%)

16% less capital invested

Capital invested by funds: $1.51B → $1.26B (-$244M)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
30
Reduced
40
Closed
11
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
$788M -$261M -5,680,128 -25%
Bank of America
2
Bank of America
North Carolina
$94.5M +$90.6M +1,974,675 +2,301%
LPL Financial
3
LPL Financial
California
$76.6M -$11.7M -255,536 -13%
CCA
4
Clearwater Capital Advisors
Illinois
$37.4M +$2.34M +50,907 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M -$5.19M -113,247 -14%
IHWM
6
Iron Horse Wealth Management
Iowa
$20.2M +$2.38M +51,929 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$18.6M +$6.9M +150,340 +59%
HighTower Advisors
8
HighTower Advisors
Illinois
$18.2M +$672K +14,659 +4%
CA
9
CGN Advisors
Kansas
$16.7M +$4.64M +101,184 +38%
BFG
10
Berger Financial Group
Minnesota
$16.7M -$28.5M -621,398 -63%
B
11
Bensler
Washington
$14.4M +$1.67M +36,481 +13%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$12.2M +$877K +19,114 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.2M -$3.12M -68,033 -22%
SHJ
14
Sharkey, Howes & Javer
Colorado
$11.2M +$4.25M +92,656 +61%
OMC
15
Old Mission Capital
Illinois
$9.79M +$9.79M +213,529 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.7M +$7.51M +163,702 +629%
Morgan Stanley
17
Morgan Stanley
New York
$7.22M -$31M -675,536 -81%
HCA
18
Heck Capital Advisors
Wisconsin
$6.79M +$183K +3,982 +3%
CAN
19
Cetera Advisor Networks
California
$6.05M +$4.06M +88,604 +204%
PAS
20
Park Avenue Securities
New York
$4.68M -$1.01M -21,982 -18%
Jane Street
21
Jane Street
New York
$3.91M +$2.27M +49,475 +138%
AC
22
Apella Capital
Connecticut
$3.66M -$1.15M -25,161 -24%
LPT
23
Legacy Private Trust
Wisconsin
$3.66M -$193K -4,207 -5%
NAS
24
Nicolet Advisory Services
Wisconsin
$2.85M -$522K -11,376 -15%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.56M -$8.59M -187,161 -77%