JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
11 hedge funds and large institutions have $46.4M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
5% more capital invested
Capital invested by funds: $44M → $46.4M (+$2.38M)
6.94% less ownership
Funds ownership: 95.82% → 88.88% (-6.9%)
15% less funds holding
Funds holding: 13 → 11 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.06M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.13M |
| 3 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
+$104K |
| 4 |
LSA
Lion Street Advisors
Austin,
Texas
|
+$84.3K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$47.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$207K |
| 2 |
LPL Financial
San Diego,
California
|
-$147K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$99K |
| 4 |
Morgan Stanley
New York
|
-$64.8K |
| 5 |
JP Morgan Chase
New York
|
-$34.7K |
BBCB Hedge Fund Activity: Q2 2023 in Review
11 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q2 2023, worth a combined $46.4M — up 5.4% from $44M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BBCB and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.
The largest buyer was Jane Street, adding an estimated $2.06M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $207K sold.
- 11 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q2 2023, down from 13 in Q1 2023.
- Funds reported $46.4M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q2 2023, up 5.4% quarter-over-quarter.
- 1 fund opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $2.06M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $207K sold.
Based on aggregated 13F filings for Q2 2023.