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JPMorgan BetaBuilders US Aggregate Bond ETF

90 hedge funds and large institutions have $871M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 9790 (-7)

12.72% less ownership

Funds ownership: 68.97%56.25% (-13%)

14% less capital invested

Capital invested by funds: $1.01B → $871M (-$140M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
35
Reduced
33
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
$258M -$388M -8,509,055 -60%
Jane Street
2
Jane Street
New York
$235M +$223M +4,898,771 +2,375%
LPL Financial
3
LPL Financial
California
$109M +$14.8M +323,742 +16%
CCA
4
Clearwater Capital Advisors
Illinois
$44.7M +$1.15M +25,155 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36.7M +$5.38M +118,107 +17%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$24.1M +$3.81M +83,632 +19%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$18M +$3.89M +85,366 +28%
IHWM
8
Iron Horse Wealth Management
Iowa
$15.5M -$6.5M -142,603 -30%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$12.6M +$2.34M +51,445 +23%
SHJ
10
Sharkey, Howes & Javer
Colorado
$11.9M -$220K -4,828 -2%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$11.9M -$1.28M -28,107 -10%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.15M -$1.07M -23,465 -12%
GFG
13
Goldstone Financial Group
Illinois
$8.07M +$406K +8,914 +5%
HCA
14
Heck Capital Advisors
Wisconsin
$7.52M +$671K +14,719 +10%
CA
15
CGN Advisors
Kansas
$6.16M -$784K -17,196 -11%
OMC
16
Old Mission Capital
Illinois
$6.16M +$4.71M +103,361 +342%
FTUS
17
Flow Traders U.S.
New York
$4.58M +$3.22M +70,657 +247%
Citadel Advisors
18
Citadel Advisors
Florida
$3.55M -$719K -15,785 -17%
KFG
19
Kelly Financial Group
Connecticut
$3.44M -$664K -14,574 -16%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.94M +$458K +10,042 +19%
TWP
21
Triad Wealth Partners
Kansas
$2.54M +$306K +6,721 +14%
LPT
22
Legacy Private Trust
Wisconsin
$2.39M -$1.05M -22,961 -31%
Morgan Stanley
23
Morgan Stanley
New York
$2.31M -$922K -20,223 -29%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.27M +$366K +8,039 +19%
AA
25
ACT Advisors
North Carolina
$2.07M +$27.5K +603 +1%