JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
23 hedge funds and large institutions have $33.4M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
21% more funds holding
Funds holding: 19 → 23 (+4)
14% more capital invested
Capital invested by funds: $29.2M → $33.4M (+$4.2M)
8.25% more ownership
Funds ownership: 59.43% → 67.68% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPA
Trivium Point Advisory
Westport,
Connecticut
|
+$2.07M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.14M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$970K |
| 4 |
Morgan Stanley
New York
|
+$768K |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$869K |
| 2 |
JP Morgan Chase
New York
|
-$603K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$579K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$397K |
| 5 |
Jane Street
New York
|
-$392K |
BBCB Hedge Fund Activity: Q2 2024 in Review
23 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q2 2024, worth a combined $33.4M — up 14% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BBCB positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Trivium Point Advisory, opening a new position worth an estimated $2.07M. The largest seller was Freedom Investment Management, cutting an estimated $869K.
- 23 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q2 2024, up from 19 in Q1 2024.
- Funds reported $33.4M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 5 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q2 2024 was Trivium Point Advisory, an estimated $2.07M added.
- The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q2 2024 was Freedom Investment Management, an estimated $869K sold.
Based on aggregated 13F filings for Q2 2024.