JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
12 hedge funds and large institutions have $48.4M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
20% more funds holding
Funds holding: 10 → 12 (+2)
9% more capital invested
Capital invested by funds: $44.6M → $48.4M (+$3.8M)
7.33% more ownership
Funds ownership: 79.64% → 86.98% (+7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$3.34M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$623K |
| 3 |
LSA
Lion Street Advisors
Austin,
Texas
|
+$516K |
| 4 |
GL
Graypoint LLC
Albany,
New York
|
+$483K |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$920K |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$48K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$30.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $27.5M | +$900 | +16 | +0% |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $13.7M | +$3.34M | +59,421 | +32% |
|
|
CA
3
CGN Advisors
Manhattan,
Kansas
| $2.59M | +$137K | +2,427 | +6% |
|
|
GL
4
Graypoint LLC
Albany,
New York
| $1.77M | +$483K | +8,581 | +37% |
|
|
5
Jane Street
New York
| $1.4M | -$920K | -16,341 | -39% |
|
|
CAN
6
Cetera Advisor Networks
El Segundo,
California
| $615K | +$623K | +11,064 | New |
|
|
LSA
7
Lion Street Advisors
Austin,
Texas
| $512K | +$516K | +9,165 | New |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $107K | +$21.6K | +384 | +25% |
|
|
9
UBS Group
Zurich,
Switzerland
| $68K | -$30.2K | -536 | -31% |
|
|
FGAM
10
Financial Gravity Asset Management
Lakeway,
Texas
| $56K | +$2.76K | +49 | New |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $38K | – | – | – |
|
|
PWMG
12
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$48K | -850 | Closed |
|
|
13
Wells Fargo
San Francisco,
California
| – | -$2.93K | -52 | -98% |
|
BBCB Hedge Fund Activity: Q3 2021 in Review
12 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q3 2021, worth a combined $48.4M — up 8.5% from $44.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BBCB positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Freedom Investment Management, adding an estimated $3.34M. The largest seller was Jane Street, cutting an estimated $920K.
- 12 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q3 2021, up from 10 in Q2 2021.
- Funds reported $48.4M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q3 2021, up 8.5% quarter-over-quarter.
- 3 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q3 2021 and 1 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q3 2021 was Freedom Investment Management, an estimated $3.34M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q3 2021 was Jane Street, an estimated $920K sold.
Based on aggregated 13F filings for Q3 2021.