JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
9 hedge funds and large institutions have $37M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more capital invested
Capital invested by funds: $29.6M → $37M (+$7.41M)
13% more funds holding
Funds holding: 8 → 9 (+1)
1.98% less ownership
Funds ownership: 88.5% → 86.53% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.53M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$1.93M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$497K |
| 4 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$275K |
| 5 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$357K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$101K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $28.2M | – | – | – |
|
|
CW
2
CreativeOne Wealth
Overland Park,
Kansas
| $3.95M | +$2.53M | +45,535 | +192% |
|
|
MPWT
3
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3M | +$1.93M | +34,744 | +194% |
|
|
GM
4
GeoWealth Management
Chicago,
Illinois
| $768K | +$497K | +8,940 | +199% |
|
|
5
Jane Street
New York
| $399K | -$357K | -6,426 | -48% |
|
|
ECM
6
ETrade Capital Management
Arlington,
Virginia
| $282K | +$275K | +4,953 | New |
|
|
ACA
7
Atlas Capital Advisors
Jackson,
Wyoming
| $255K | +$248K | +4,468 | New |
|
|
PWMG
8
Prestige Wealth Management Group
Flemington,
New Jersey
| $90K | +$88.5K | +1,593 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $63K | – | – | – |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| – | -$101K | -1,905 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$29K | -540 | Closed |
|
BBCB Hedge Fund Activity: Q2 2020 in Review
9 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q2 2020, worth a combined $37M — up 25% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BBCB positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $2.53M. The largest seller was Jane Street, cutting an estimated $357K.
- 9 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q2 2020, up from 8 in Q1 2020.
- Funds reported $37M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q2 2020, up 25% quarter-over-quarter.
- 3 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q2 2020 and 2 closed out, a net change of +1 holder.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q2 2020 was CreativeOne Wealth, an estimated $2.53M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $357K sold.
Based on aggregated 13F filings for Q2 2020.