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 $6.63M invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
13% less capital invested
Capital invested by funds: $7.63M → $6.63M (-$1,000K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$512K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$329K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.2K |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$3.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.12M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$537K |
| 3 |
LPL Financial
San Diego,
California
|
-$77.4K |
| 4 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
-$50.2K |
| 5 |
JP Morgan Chase
New York
|
-$1.14K |
BBSA Hedge Fund Activity: Q2 2023 in Review
14 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q2 2023, worth a combined $6.63M — down 13% from $7.63M a quarter earlier.
Fund positioning in BBSA was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Daymark Wealth Partners, opening a new position worth an estimated $512K. The largest seller was Jane Street, cutting an estimated $1.12M.
- 14 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $6.63M of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q2 2023, down 13% quarter-over-quarter.
- 2 funds opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF buyer in Q2 2023 was Daymark Wealth Partners, an estimated $512K added.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q2 2023 was Jane Street, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2023.