JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
BBSA was delisted on the 18th of October, 2024.
14 hedge funds and large institutions have $7.63M invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% less funds holding
Funds holding: 17 → 14 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
78% less capital invested
Capital invested by funds: $34.1M → $7.63M (-$26.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$1.46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$391K |
| 3 |
LPL Financial
San Diego,
California
|
+$31.9K |
| 4 |
Morgan Stanley
New York
|
+$28.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.3M |
| 2 |
Jane Street
New York
|
-$7.93M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$5.51M |
| 4 |
WWM
Wiser Wealth Management
Marietta,
Georgia
|
-$1.9M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$23.4K |
BBSA Hedge Fund Activity: Q1 2023 in Review
14 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q1 2023, worth a combined $7.63M — down 78% from $34.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BBSA and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Hudock Inc, opening a new position worth an estimated $1.46M. The largest seller was JP Morgan Chase, cutting an estimated $13.3M.
- 14 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q1 2023, down from 17 in Q4 2022.
- Funds reported $7.63M of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q1 2023, down 78% quarter-over-quarter.
- 2 funds opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q1 2023 and 5 closed out, a net change of -3 holders.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF buyer in Q1 2023 was Hudock Inc, an estimated $1.46M added.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2023.