JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
11 hedge funds and large institutions have $47.4M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0.07% less ownership
Funds ownership: 86.98% → 86.91% (-0.07%)
2% less capital invested
Capital invested by funds: $48.4M → $47.4M (-$1.07M)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GL
Graypoint LLC
Albany,
New York
|
+$144K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$124K |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$24.6K |
| 4 |
LSA
Lion Street Advisors
Austin,
Texas
|
+$18.3K |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$785K |
| 2 |
Jane Street
New York
|
-$123K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$107K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.1K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $27M | +$7.46K | +135 | +0% |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $12.7M | -$785K | -14,208 | -6% |
|
|
CA
3
CGN Advisors
Manhattan,
Kansas
| $2.55M | +$10.4K | +189 | +0.4% |
|
|
GL
4
Graypoint LLC
Albany,
New York
| $1.87M | +$144K | +2,602 | +8% |
|
|
5
Jane Street
New York
| $1.25M | -$123K | -2,218 | -9% |
|
|
CAN
6
Cetera Advisor Networks
El Segundo,
California
| $726K | +$124K | +2,248 | +20% |
|
|
EBWM
7
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $664K | +$673K | +12,175 | New |
|
|
LSA
8
Lion Street Advisors
Austin,
Texas
| $520K | +$18.3K | +331 | +4% |
|
|
9
UBS Group
Zurich,
Switzerland
| $52K | -$14.1K | -255 | -21% |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $27K | -$10.2K | -184 | -27% |
|
|
FGAM
11
Financial Gravity Asset Management
Lakeway,
Texas
| $2.74K | +$24.6K | +446 | +910% |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| – | -$107K | -1,930 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | -$55 | -1 | Closed |
|
BBCB Hedge Fund Activity: Q4 2021 in Review
11 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q4 2021, worth a combined $47.4M — down 2.2% from $48.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BBCB and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was Graypoint LLC, adding an estimated $144K. The largest seller was Freedom Investment Management, cutting an estimated $785K.
- 11 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q4 2021, down from 12 in Q3 2021.
- Funds reported $47.4M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q4 2021, down 2.2% quarter-over-quarter.
- 1 fund opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Graypoint LLC, an estimated $144K added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q4 2021 was Freedom Investment Management, an estimated $785K sold.
Based on aggregated 13F filings for Q4 2021.