JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
BBSA was delisted on the 18th of October, 2024.
10 hedge funds and large institutions have $15.4M invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
73% less capital invested
Capital invested by funds: $56.7M → $15.4M (-$41.3M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$444K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$425K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$318K |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$245K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$40.5M |
| 2 |
Jane Street
New York
|
-$1.7M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$507K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$90K |
| 5 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$52.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $11.6M | -$40.5M | -782,096 | -78% |
|
|
2
Jane Street
New York
| $1.02M | -$1.7M | -32,808 | -62% |
|
|
WI
3
WBI Investments
Red Bank,
New Jersey
| $975K | +$318K | +6,139 | +47% |
|
|
DAS
4
Dynamic Advisor Solutions
Phoenix,
Arizona
| $443K | +$444K | +8,590 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $423K | +$425K | +8,205 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $322K | -$3K | -58 | -0.9% |
|
|
TCA
7
Transcend Capital Advisors
Madison,
New Jersey
| $256K | +$245K | +4,737 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $229K | +$230K | +4,444 | New |
|
9
Morgan Stanley
New York
| $82K | -$41.9K | -809 | -34% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
FTUS
11
Flow Traders U.S.
New York
| – | -$507K | -9,787 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$90K | -1,733 | Closed |
|
|
WWMSC
13
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$52.8K | -1,020 | Closed |
|
BBSA Hedge Fund Activity: Q3 2021 in Review
10 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q3 2021, worth a combined $15.4M — down 73% from $56.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BBSA positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $444K. The largest seller was JP Morgan Chase, cutting an estimated $40.5M.
- 10 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q3 2021, up from 9 in Q2 2021.
- Funds reported $15.4M of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q3 2021, down 73% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +1 holder.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF buyer in Q3 2021 was Dynamic Advisor Solutions, an estimated $444K added.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $40.5M sold.
Based on aggregated 13F filings for Q3 2021.