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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

19 hedge funds and large institutions have $29.4M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

19% more funds holding

Funds holding: 1619 (+3)

15.29% more ownership

Funds ownership: 44.49%59.78% (+15%)

22% less capital invested

Capital invested by funds: $37.6M → $29.4M (-$8.21M)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$5.82M +$169K +3,711 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.53M +$150K +3,303 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$4.93M -$5.09M -112,028 -51%
FIM
4
Freedom Investment Management
Connecticut
$3.05M -$287K -6,310 -9%
JE
5
JMAC Enterprises
Pennsylvania
$2.39M +$428K +9,407 +22%
Jane Street
6
Jane Street
New York
$1.74M +$1.22M +26,810 +237%
Citadel Advisors
7
Citadel Advisors
Florida
$1.69M -$501K -11,019 -23%
GL
8
Graypoint LLC
New York
$944K +$727 +16 +0.1%
OMC
9
Old Mission Capital
Illinois
$846K +$845K +18,582 New
LPL Financial
10
LPL Financial
California
$742K -$1.65M -36,295 -69%
LSA
11
Lion Street Advisors
Texas
$667K
CW
12
CreativeOne Wealth
Kansas
$334K +$333K +7,330 New
Morgan Stanley
13
Morgan Stanley
New York
$289K -$204K -4,486 -41%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$205K +$204K +4,495 New
FGAM
15
Financial Gravity Asset Management
Texas
$175K +$170K +3,732 +3,521%
FIM
16
FWL Investment Management
Texas
$18.9K +$1.59K +35 +9%
RIA
17
Realta Investment Advisors
Delaware
$18.1K +$18.1K +399 New
Bank of America
18
Bank of America
North Carolina
$11K +$11K +241 New
Wells Fargo
19
Wells Fargo
California
$8.09K +$8.09K +178 New
Goldman Sachs
20
Goldman Sachs
New York
-$3.51M -76,000 Closed
UBS Group
21
UBS Group
Switzerland
-$30.4K -659 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$1.11K -24 Closed

BBCB Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q1 2024, worth a combined $29.4M — down 22% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBCB positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $1.22M. The largest seller was JP Morgan Chase, cutting an estimated $5.09M.

  • 19 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q1 2024, up from 16 in Q4 2023.
  • Funds reported $29.4M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q1 2024, down 22% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q1 2024 was Jane Street, an estimated $1.22M added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q1 2024 was JP Morgan Chase, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2024.