JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
BBSA was delisted on the 18th of October, 2024.
11 hedge funds and large institutions have $18.6M invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
21% more capital invested
Capital invested by funds: $15.4M → $18.6M (+$3.21M)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.5M |
| 2 |
Jane Street
New York
|
+$832K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$791K |
| 4 |
LPL Financial
San Diego,
California
|
+$487K |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$404K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$256K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$229K |
| 3 |
Morgan Stanley
New York
|
-$55.7K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $12.9M | +$1.5M | +29,327 | +13% |
|
|
2
Jane Street
New York
| $1.83M | +$832K | +16,270 | +82% |
|
|
WI
3
WBI Investments
Red Bank,
New Jersey
| $1.36M | +$404K | +7,906 | +41% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.2M | +$791K | +15,471 | +189% |
|
|
5
LPL Financial
San Diego,
California
| $483K | +$487K | +9,520 | New |
|
|
DAS
6
Dynamic Advisor Solutions
Phoenix,
Arizona
| $454K | +$18.9K | +370 | +4% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $289K | -$27.7K | -542 | -9% |
|
8
UBS Group
Zurich,
Switzerland
| $32K | +$32.3K | +631 | New |
|
|
9
Morgan Stanley
New York
| $26K | -$55.7K | -1,090 | -68% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
TCA
11
Transcend Capital Advisors
Madison,
New Jersey
| – | -$256K | -4,737 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$229K | -4,444 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | +$51 | +1 | New |
|
BBSA Hedge Fund Activity: Q4 2021 in Review
11 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q4 2021, worth a combined $18.6M — up 21% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BBSA positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.5M. The largest seller was Transcend Capital Advisors, exiting entirely with an estimated $256K sold.
- 11 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $18.6M of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q4 2021, up 21% quarter-over-quarter.
- 3 funds opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q4 2021 and 2 closed out, a net change of +1 holder.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $1.5M added.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q4 2021 was Transcend Capital Advisors, an estimated $256K sold.
Based on aggregated 13F filings for Q4 2021.