JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
10 hedge funds and large institutions have $36.9M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.
9% less funds holding
Funds holding: 11 → 10 (-1)
13.31% less ownership
Funds ownership: 86.91% → 73.6% (-13%)
22% less capital invested
Capital invested by funds: $47.4M → $36.9M (-$10.5M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.67M |
| 2 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
+$401K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$235K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$35.8K |
| 5 |
JP Morgan Chase
New York
|
+$24.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$6.33M |
| 2 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$2.55M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$726K |
| 4 |
EBWM
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
-$664K |
| 5 |
GL
Graypoint LLC
Albany,
New York
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $24.9M | +$24.6K | +478 | +0.1% |
|
|
FIM
2
Freedom Investment Management
Hartford,
Connecticut
| $5.53M | -$6.33M | -122,756 | -53% |
|
|
3
Jane Street
New York
| $3.75M | +$2.67M | +51,762 | +226% |
|
|
GL
4
Graypoint LLC
Albany,
New York
| $1.6M | -$126K | -2,437 | -7% |
|
|
LSA
5
Lion Street Advisors
Austin,
Texas
| $458K | -$17.2K | -333 | -4% |
|
|
JE
6
JMAC Enterprises
Newtown,
Pennsylvania
| $390K | +$401K | +7,770 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $229K | +$235K | +4,564 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $83K | +$35.8K | +695 | +72% |
|
|
FGAM
9
Financial Gravity Asset Management
Lakeway,
Texas
| $2.51K | -$4.9K | -95 | -19% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $1K | +$52 | +1 | New |
|
|
CA
11
CGN Advisors
Manhattan,
Kansas
| – | -$2.55M | -46,741 | Closed |
|
|
CAN
12
Cetera Advisor Networks
El Segundo,
California
| – | -$726K | -13,312 | Closed |
|
|
EBWM
13
Eagle Bluffs Wealth Management
Columbia,
Missouri
| – | -$664K | -12,175 | Closed |
|
14
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$27K | -500 | Closed |
|
BBCB Hedge Fund Activity: Q1 2022 in Review
10 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q1 2022, worth a combined $36.9M — down 22% from $47.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BBCB and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Jane Street, adding an estimated $2.67M. The largest seller was Freedom Investment Management, cutting an estimated $6.33M.
- 10 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q1 2022, down from 11 in Q4 2021.
- Funds reported $36.9M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q1 2022, down 22% quarter-over-quarter.
- 3 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q1 2022 and 4 closed out, a net change of -1 holder.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $2.67M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q1 2022 was Freedom Investment Management, an estimated $6.33M sold.
Based on aggregated 13F filings for Q1 2022.