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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

22 hedge funds and large institutions have $24.2M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

4% less funds holding

Funds holding: 2322 (-1)

16.01% less ownership

Funds ownership: 67.68%51.68% (-16%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

28% less capital invested

Capital invested by funds: $33.4M → $24.2M (-$9.24M)

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
-$18.1K -403 Closed

BBCB Hedge Fund Activity: Q3 2024 in Review

22 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q3 2024, worth a combined $24.2M — down 28% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BBCB and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $1.03M. The largest seller was Truist Financial, exiting entirely with an estimated $6.12M sold.

  • 22 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q3 2024, down from 23 in Q2 2024.
  • Funds reported $24.2M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q3 2024, down 28% quarter-over-quarter.
  • 3 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q3 2024 was Jane Street, an estimated $1.03M added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q3 2024 was Truist Financial, an estimated $6.12M sold.

Based on aggregated 13F filings for Q3 2024.