JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
5 hedge funds and large institutions have $7.17M invested in JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
27.1% less ownership
Funds ownership: 91.19% → 64.09% (-27%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
67% less capital invested
Capital invested by funds: $21.6M → $7.17M (-$14.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$878K |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$549K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$11.7M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$4.45M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$273K |
| 4 |
Jane Street
New York
|
-$57.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
1
Flow Traders U.S.
New York
| $3.67M | -$273K | -2,973 | -7% |
|
|
2
Jane Street
New York
| $1.46M | -$57.6K | -628 | -4% |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $892K | +$878K | +9,568 | New |
|
|
HAS
4
HBW Advisory Services
Simi Valley,
California
| $888K | +$549K | +5,987 | +169% |
|
|
5
Citadel Advisors
Miami,
Florida
| $253K | +$249K | +2,710 | New |
|
|
6
JP Morgan Chase
New York
| – | -$11.7M | -133,204 | Closed |
|
|
NYLIM
7
New York Life Investment Management
New York
| – | -$4.45M | -50,775 | Closed |
|
BBLB Hedge Fund Activity: Q3 2024 in Review
5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF (BBLB) for Q3 2024, worth a combined $7.17M — down 67% from $21.6M a quarter earlier.
Fund positioning in BBLB was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $878K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $11.7M sold.
- 5 institutional investors held JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF (BBLB) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $7.17M of JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF stock for Q3 2024, down 67% quarter-over-quarter.
- 2 funds opened new JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $878K added.
- The largest JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF seller in Q3 2024 was JP Morgan Chase, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2024.