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JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF

24 hedge funds and large institutions have $23M invested in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more funds holding

Funds holding: 2224 (+2)

2.53% more ownership

Funds ownership: 51.68%54.21% (+2.5%)

5% less capital invested

Capital invested by funds: $24.2M → $23M (-$1.14M)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JE
1
JMAC Enterprises
Pennsylvania
$3.18M +$284K +6,226 +10%
Jane Street
2
Jane Street
New York
$2.67M +$365K +8,002 +15%
LPL Financial
3
LPL Financial
California
$2.58M +$237K +5,184 +10%
TPA
4
Trivium Point Advisory
Connecticut
$2.25M +$155K +3,390 +7%
FIM
5
Freedom Investment Management
Connecticut
$1.88M -$37.4K -819 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.63M -$1.96M -42,992 -54%
Citadel Advisors
7
Citadel Advisors
Florida
$1.42M -$611K -13,387 -30%
Morgan Stanley
8
Morgan Stanley
New York
$1.3M +$60.9K +1,333 +5%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.25M +$237K +5,182 +23%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$979K +$196K +4,294 +24%
BOC
11
Blue Oak Capital
California
$954K +$970K +21,237 New
GL
12
Graypoint LLC
New York
$932K +$1.46K +32 +0.2%
LSA
13
Lion Street Advisors
Texas
$578K -$4.29K -94 -0.7%
CW
14
CreativeOne Wealth
Kansas
$433K +$51.8K +1,135 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$325K +$107K +2,346 +48%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$217K +$222K +4,851 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$208K +$212K +4,650 New
Bank of America
18
Bank of America
North Carolina
$156K +$14.5K +317 +10%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$42.5K -$4.02K -88 -8%
FIM
20
FWL Investment Management
Texas
$27.4K +$1.69K +37 +6%
AF
21
Advisornet Financial
Minnesota
$17.6K +$17.9K +393 New
FFA
22
Farther Finance Advisors
California
$8.86K +$4.2K +92 +87%
IA
23
IFP Advisors
Florida
$895 +$913 +20 New
HI
24
Harbour Investments
Wisconsin
$89
Wells Fargo
25
Wells Fargo
California
$8 -$46 -1 Closed

BBCB Hedge Fund Activity: Q4 2024 in Review

24 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) for Q4 2024, worth a combined $23M — down 4.7% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBCB positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $365K. The largest seller was JP Morgan Chase, cutting an estimated $1.96M.

  • 24 institutional investors held JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $23M of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF stock for Q4 2024, down 4.7% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF buyer in Q4 2024 was Jane Street, an estimated $365K added.
  • The largest JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2024.