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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

16 hedge funds and large institutions have $39.5M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more funds holding

Funds holding: 1216 (+4)

17% more capital invested

Capital invested by funds: $33.8M → $39.5M (+$5.63M)

0.7% more ownership

Funds ownership: 91.69%92.39% (+0.7%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$22.1M +$884 +20 +0%
Truist Financial
2
Truist Financial
North Carolina
$4.11M +$4.08M +92,407 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.45M +$3.43M +77,590 New
LPL Financial
4
LPL Financial
California
$2.62M +$2.6M +58,848 New
FIM
5
Freedom Investment Management
Connecticut
$2.5M -$74K -1,675 -3%
JE
6
JMAC Enterprises
Pennsylvania
$1.63M -$56.6K -1,281 -3%
GL
7
Graypoint LLC
New York
$936K -$63.4K -1,434 -6%
Jane Street
8
Jane Street
New York
$765K -$5.74M -129,880 -88%
LSA
9
Lion Street Advisors
Texas
$510K +$51.7K +1,170 +15%
Morgan Stanley
10
Morgan Stanley
New York
$494K +$460K +10,402 +1,505%
FGAM
11
Financial Gravity Asset Management
Texas
$308K -$13.3K -300 -87%
FIM
12
FWL Investment Management
Texas
$28.6K +$28.4K +642 New
RIA
13
Realta Investment Advisors
Delaware
$16.8K +$177 +4 +1%
UBS Group
14
UBS Group
Switzerland
$5.83K +$5.79K +131 New
BAM
15
Belpointe Asset Management
Nevada
$3.18K +$3.18K +72 New
FWP
16
FAS Wealth Partners
Kansas
$1.44K
Citadel Advisors
17
Citadel Advisors
Florida
-$362K -8,336 Closed
IA
18
IFP Advisors
Florida
-$1K -1 Closed

BBCB Hedge Fund Activity: Q4 2022 in Review

16 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q4 2022, worth a combined $39.5M — up 17% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBCB positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $4.08M. The largest seller was Jane Street, cutting an estimated $5.74M.

  • 16 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q4 2022, up from 12 in Q3 2022.
  • Funds reported $39.5M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q4 2022 and 2 closed out, a net change of +4 holders.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q4 2022 was Truist Financial, an estimated $4.08M added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $5.74M sold.

Based on aggregated 13F filings for Q4 2022.