JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
8 hedge funds and large institutions have $29.6M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 4 → 8 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $27.8M → $29.6M (+$1.77M)
0.88% more ownership
Funds ownership: 87.63% → 88.5% (+0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.3M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$979K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$245K |
| 4 |
Jane Street
New York
|
+$138K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$29.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $26.3M | – | – | – |
|
|
CW
2
CreativeOne Wealth
Overland Park,
Kansas
| $1.26M | +$1.3M | +23,728 | New |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $950K | +$979K | +17,892 | New |
|
|
4
Jane Street
New York
| $713K | +$138K | +2,524 | +23% |
|
|
GM
5
GeoWealth Management
Chicago,
Illinois
| $238K | +$245K | +4,485 | New |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $101K | -$1.7K | -31 | -2% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $59K | +$11.3K | +207 | +23% |
|
|
8
UBS Group
Zurich,
Switzerland
| $29K | +$29.5K | +540 | New |
|
BBCB Hedge Fund Activity: Q1 2020 in Review
8 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q1 2020, worth a combined $29.6M — up 6.4% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BBCB positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.3M. The largest seller was Advisory Services Network, cutting an estimated $1.7K.
- 8 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q1 2020, up from 4 in Q4 2019.
- Funds reported $29.6M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q1 2020, up 6.4% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q1 2020 and 0 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q1 2020 was CreativeOne Wealth, an estimated $1.3M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q1 2020 was Advisory Services Network, an estimated $1.7K sold.
Based on aggregated 13F filings for Q1 2020.