JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
92 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, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.
1% more funds holding
Funds holding: 91 → 92 (+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: 5 → 5 (0)
4.57% less ownership
Funds ownership: 80.41% → 75.84% (-4.6%)
15% less capital invested
Capital invested by funds: $1.49B → $1.26B (-$224M)
23% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$90.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$9.79M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.51M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.9M |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$261M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$28.5M |
| 3 |
Morgan Stanley
New York
|
-$11.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$11.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.59M |
BBAG Hedge Fund Activity: Q1 2024 in Review
92 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q1 2024, worth a combined $1.26B — down 15% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BBAG positions and 11 closed out — a net gain of 1 holder — while 31 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $90.6M. The largest seller was JP Morgan Chase, cutting an estimated $261M.
- 92 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q1 2024, up from 91 in Q4 2023.
- Funds reported $1.26B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 12 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q1 2024 and 11 closed out, a net change of +1 holder.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $90.6M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q1 2024 was JP Morgan Chase, an estimated $261M sold.
Based on aggregated 13F filings for Q1 2024.