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JPMorgan BetaBuilders US Aggregate Bond ETF

92 hedge funds and large institutions have $1.07B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

9% more capital invested

Capital invested by funds: $979M → $1.07B (+$88.2M)

3.87% more ownership

Funds ownership: 65.95%69.82% (+3.9%)

3% less funds holding

Funds holding: 9592 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
42
Reduced
32
Closed
14
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
$688M +$77.4M +1,660,554 +13%
LPL Financial
2
LPL Financial
California
$84.2M +$7.22M +154,855 +10%
CCA
3
Clearwater Capital Advisors
Illinois
$41.5M +$1.28M +27,416 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.8M +$1.33M +28,575 +4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$31.9M +$4.85M +104,104 +18%
IHWM
6
Iron Horse Wealth Management
Iowa
$21.9M +$398K +8,538 +2%
BFG
7
Berger Financial Group
Minnesota
$21.2M +$1.34M +28,806 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$20.9M +$682K +14,627 +3%
SHJ
9
Sharkey, Howes & Javer
Colorado
$14.7M +$1.99M +42,682 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$13.8M +$2.22M +47,657 +20%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$13.4M +$359K +7,706 +3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$9.32M +$702K +15,053 +8%
CA
13
CGN Advisors
Kansas
$8.02M -$5.41M -116,049 -41%
HCA
14
Heck Capital Advisors
Wisconsin
$7.15M +$89.3K +1,915 +1%
GFG
15
Goldstone Financial Group
Illinois
$6.55M +$6.45M +138,325 New
PAS
16
Park Avenue Securities
New York
$4.09M -$571K -12,251 -12%
AC
17
Apella Capital
Connecticut
$3.21M -$215K -4,606 -6%
Morgan Stanley
18
Morgan Stanley
New York
$3.01M -$2.64M -56,637 -47%
LPT
19
Legacy Private Trust
Wisconsin
$2.96M +$49.8K +1,068 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.39M +$390K +8,375 +20%
AA
21
ACT Advisors
North Carolina
$2.32M -$54.8K -1,175 -2%
B
22
Bailard
California
$2.06M -$99.8K -2,142 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.01M +$264K +5,663 +15%
Citadel Advisors
24
Citadel Advisors
Florida
$1.94M -$734K -15,745 -28%
NAS
25
Nicolet Advisory Services
Wisconsin
$1.66M -$52.3K -1,121 -3%

BBAG Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q3 2024, worth a combined $1.07B — up 9% from $979M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BBAG and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 42 added.

The largest buyer was JP Morgan Chase, adding an estimated $77.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $22.4M sold.

  • 92 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $1.07B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q3 2024 and 14 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $77.4M added.
  • The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.