JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
BBSA was delisted on the 18th of October, 2024.
0 hedge funds and large institutions have $0 invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 12 closing their positions.
100% less funds holding
Funds holding: 12 → 0 (-12)
100% less capital invested
Capital invested by funds: $6.27M → $0 (-$6.27M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 12
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
-$3.21M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.57M |
| 3 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
-$627K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$406K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWP
1
Daymark Wealth Partners
Cincinnati,
Ohio
| – | -$3.21M | -65,955 | Closed |
|
|
2
LPL Financial
San Diego,
California
| – | -$1.57M | -32,154 | Closed |
|
|
HI
3
Hudock Inc
Williamsport,
Pennsylvania
| – | -$627K | -12,880 | Closed |
|
|
DAS
4
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$406K | -8,341 | Closed |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$243K | -5,000 | Closed |
|
|
YAL
6
Your Advocates Ltd
Houston,
Texas
| – | -$108K | -2,220 | Closed |
|
7
JP Morgan Chase
New York
| – | -$34.3K | -703 | Closed |
|
8
Bank of America
Charlotte,
North Carolina
| – | -$32.1K | -660 | Closed |
|
9
Morgan Stanley
New York
| – | -$29.5K | -605 | Closed |
|
|
T
10
Tidemark
San Diego,
California
| – | -$12.7K | -260 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | -$1.9K | -39 | Closed |
|
|
WWMSC
12
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$26 | -1 | Closed |
|
BBSA Hedge Fund Activity: Q4 2024 in Review
0 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q4 2024, worth a combined $0 — down 100% from $6.27M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BBSA and 0 opened new positions — a net loss of 12 holders — while 0 trimmed existing stakes and 0 added.
The largest seller was Daymark Wealth Partners, exiting entirely with an estimated $3.21M sold.
- 0 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q4 2024, down from 12 in Q3 2024.
- Funds reported $0 of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q4 2024, down 100% quarter-over-quarter.
- 0 funds opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q4 2024 and 12 closed out, a net change of -12 holders.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q4 2024 was Daymark Wealth Partners, an estimated $3.21M sold.
Based on aggregated 13F filings for Q4 2024.