JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
12 hedge funds and large institutions have $29.3M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 11 → 12 (+1)
11.74% less ownership
Funds ownership: 88.88% → 77.14% (-12%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
37% less capital invested
Capital invested by funds: $46.4M → $29.3M (-$17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.13M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$550K |
| 3 |
FIM
FWL Investment Management
Dallas,
Texas
|
+$25.2K |
| 4 |
Morgan Stanley
New York
|
+$24.8K |
| 5 |
GL
Graypoint LLC
Albany,
New York
|
+$798 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.2M |
| 2 |
Jane Street
New York
|
-$4.03M |
| 3 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
-$403K |
| 4 |
LPL Financial
San Diego,
California
|
-$143K |
| 5 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$105K |
BBCB Hedge Fund Activity: Q3 2023 in Review
12 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q3 2023, worth a combined $29.3M — down 37% from $46.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BBCB positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.13M. The largest seller was JP Morgan Chase, cutting an estimated $12.2M.
- 12 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $29.3M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q3 2023, down 37% quarter-over-quarter.
- 1 fund opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $1.13M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q3 2023 was JP Morgan Chase, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2023.