JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
10 hedge funds and large institutions have $44M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
32% more capital invested
Capital invested by funds: $33.4M → $44M (+$10.6M)
22.76% more ownership
Funds ownership: 57.85% → 80.61% (+23%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$11M |
| 2 |
Jane Street
New York
|
+$799K |
| 3 |
GL
Graypoint LLC
Albany,
New York
|
+$550K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$359K |
| 5 |
JP Morgan Chase
New York
|
+$9.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$82K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.37K |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$8K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $27M | +$9.77K | +175 | +0% |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $10.7M | +$11M | +196,916 | New |
|
|
3
Jane Street
New York
| $2.65M | +$799K | +14,312 | +42% |
|
|
CA
4
CGN Advisors
Manhattan,
Kansas
| $2.39M | +$359K | +6,427 | +17% |
|
|
GL
5
Graypoint LLC
Albany,
New York
| $969K | +$550K | +9,848 | +124% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $85K | +$86.6K | +1,552 | New |
|
|
PWMG
7
Prestige Wealth Management Group
Flemington,
New Jersey
| $46K | -$82K | -1,469 | -63% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $43K | -$8.37K | -150 | -16% |
|
9
UBS Group
Zurich,
Switzerland
| $42K | +$7.25K | +130 | +20% |
|
10
Wells Fargo
San Francisco,
California
| $3K | +$2.96K | +53 | +5,300% |
|
|
MPWT
11
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$8K | -146 | Closed |
|
|
AF
12
Allworth Financial
Folsom,
California
| – | -$1K | -11 | Closed |
|
BBCB Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q1 2021, worth a combined $44M — up 32% from $33.4M a quarter earlier.
Fund positioning in BBCB was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $11M. The largest seller was Prestige Wealth Management Group, cutting an estimated $82K.
- 10 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $44M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q1 2021, up 32% quarter-over-quarter.
- 2 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q1 2021 and 2 closed out, a net change of 0 holders.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $11M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q1 2021 was Prestige Wealth Management Group, an estimated $82K sold.
Based on aggregated 13F filings for Q1 2021.