JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
107 hedge funds and large institutions have $517M invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 12 closing their positions.
4% less funds holding
Funds holding: 112 → 107 (-5)
5.76% less ownership
Funds ownership: 55.84% → 50.08% (-5.8%)
11% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 44
18% less capital invested
Capital invested by funds: $631M → $517M (-$114M)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$4.1M |
| 2 |
Morgan Stanley
New York
|
+$3.82M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.41M |
| 4 |
JP Morgan Chase
New York
|
+$2.69M |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$67M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$30.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.3M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.13M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$4.06M |
BBAG Hedge Fund Activity: Q2 2026 in Review
107 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2026, worth a combined $517M — down 18% from $631M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BBAG and 9 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 39 added.
The largest buyer was Clearwater Capital Advisors, adding an estimated $4.1M. The largest seller was LPL Financial, cutting an estimated $67M.
- 107 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2026, down from 112 in Q1 2026.
- Funds reported $517M of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2026, down 18% quarter-over-quarter.
- 9 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2026 and 12 closed out, a net change of -3 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2026 was Clearwater Capital Advisors, an estimated $4.1M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2026 was LPL Financial, an estimated $67M sold.
Based on aggregated 13F filings for Q2 2026.