JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
BBSA was delisted on the 18th of October, 2024.
13 hedge funds and large institutions have $28.6M invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
32% more capital invested
Capital invested by funds: $21.7M → $28.6M (+$6.93M)
18% more funds holding
Funds holding: 11 → 13 (+2)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$4.97M |
| 2 |
Jane Street
New York
|
+$3.79M |
| 3 |
WWM
Wiser Wealth Management
Marietta,
Georgia
|
+$642K |
| 4 |
LPL Financial
San Diego,
California
|
+$490K |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$394K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$326K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$103K |
| 5 |
JP Morgan Chase
New York
|
-$54.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $13M | -$54.4K | -1,128 | -0.4% |
|
|
2
Jane Street
New York
| $8.21M | +$3.79M | +78,473 | +85% |
|
|
MFG
3
Merit Financial Group
Alpharetta,
Georgia
| $4.95M | +$4.97M | +102,908 | New |
|
|
WWM
4
Wiser Wealth Management
Marietta,
Georgia
| $640K | +$642K | +13,301 | New |
|
|
5
LPL Financial
San Diego,
California
| $488K | +$490K | +10,155 | New |
|
|
DAS
6
Dynamic Advisor Solutions
Phoenix,
Arizona
| $460K | +$24.6K | +510 | +6% |
|
7
Bank of America
Charlotte,
North Carolina
| $372K | -$24.5K | -507 | -6% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $292K | -$394K | -8,171 | -57% |
|
|
YAL
9
Your Advocates Ltd
Houston,
Texas
| $115K | +$115K | +2,392 | New |
|
10
Morgan Stanley
New York
| $22K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $7K | -$103K | -2,128 | -94% |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $2K | +$2.27K | +47 | New |
|
|
WI
13
WBI Investments
Red Bank,
New Jersey
| – | -$1.85M | -38,286 | Closed |
|
|
14
Citadel Advisors
Miami,
Florida
| – | -$326K | -6,664 | Closed |
|
BBSA Hedge Fund Activity: Q2 2022 in Review
13 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q2 2022, worth a combined $28.6M — up 32% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BBSA positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $4.97M. The largest seller was WBI Investments, exiting entirely with an estimated $1.85M sold.
- 13 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q2 2022, up from 11 in Q1 2022.
- Funds reported $28.6M of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q2 2022, up 32% quarter-over-quarter.
- 5 funds opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q2 2022 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $4.97M added.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q2 2022 was WBI Investments, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2022.