JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
16 hedge funds and large institutions have $37.6M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
28% more capital invested
Capital invested by funds: $29.3M → $37.6M (+$8.28M)
23% more funds holding
Funds holding: 13 → 16 (+3)
32.65% less ownership
Funds ownership: 77.15% → 44.49% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$413K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$330K |
| 5 |
Morgan Stanley
New York
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$475K |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$248K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$17.4K |
| 4 |
GL
Graypoint LLC
Albany,
New York
|
-$16.4K |
| 5 |
JP Morgan Chase
New York
|
-$11K |
BBCB Hedge Fund Activity: Q4 2023 in Review
16 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q4 2023, worth a combined $37.6M — up 28% from $29.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BBCB positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.34M. The largest seller was Jane Street, cutting an estimated $475K.
- 16 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q4 2023, up from 13 in Q3 2023.
- Funds reported $37.6M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $3.34M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $475K sold.
Based on aggregated 13F filings for Q4 2023.