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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

22 hedge funds and large institutions have $24.2M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

4% less funds holding

Funds holding: 2322 (-1)

16.01% less ownership

Funds ownership: 67.68%51.68% (-16%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

28% less capital invested

Capital invested by funds: $33.4M → $24.2M (-$9.24M)

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.73M -$708K -15,355 -16%
JE
2
JMAC Enterprises
Pennsylvania
$3.04M +$277K +6,012 +10%
LPL Financial
3
LPL Financial
California
$2.46M +$489K +10,622 +25%
Jane Street
4
Jane Street
New York
$2.43M +$1.03M +22,412 +76%
Citadel Advisors
5
Citadel Advisors
Florida
$2.12M +$963K +20,905 +86%
TPA
6
Trivium Point Advisory
Connecticut
$2.12M +$26.9K +583 +1%
FIM
7
Freedom Investment Management
Connecticut
$2.02M -$213K -4,632 -10%
Morgan Stanley
8
Morgan Stanley
New York
$1.3M +$195K +4,238 +18%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.07M +$51.7K +1,122 +5%
GL
10
Graypoint LLC
New York
$976K +$1.01K +22 +0.1%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$826K +$103K +2,230 +15%
LSA
12
Lion Street Advisors
Texas
$611K -$968 -21 -0.2%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$595K +$584K +12,673 New
CW
14
CreativeOne Wealth
Kansas
$401K +$32.2K +698 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$230K -$5.83M -126,436 -96%
Bank of America
16
Bank of America
North Carolina
$149K +$2.4K +52 +2%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$48.7K -$1.2K -26 -2%
FIM
18
FWL Investment Management
Texas
$27K -$1.66K -36 -6%
GM
19
GeoWealth Management
Illinois
$20.1K +$19.7K +428 New
FFA
20
Farther Finance Advisors
California
$4.98K +$323 +7 +7%
HI
21
Harbour Investments
Wisconsin
$94 +$92 +2 New
Wells Fargo
22
Wells Fargo
California
$46
Truist Financial
23
Truist Financial
North Carolina
-$6.12M -136,324 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$755K -16,807 Closed
OMC
25
Old Mission Capital
Illinois
-$436K -9,713 Closed

BBCB Hedge Fund Activity: Q3 2024 in Review

22 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q3 2024, worth a combined $24.2M — down 28% from $33.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BBCB and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $1.03M. The largest seller was Truist Financial, exiting entirely with an estimated $6.12M sold.

  • 22 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q3 2024, down from 23 in Q2 2024.
  • Funds reported $24.2M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q3 2024, down 28% quarter-over-quarter.
  • 3 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q3 2024 was Jane Street, an estimated $1.03M added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q3 2024 was Truist Financial, an estimated $6.12M sold.

Based on aggregated 13F filings for Q3 2024.