JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
BBSA was delisted on the 18th of October, 2024.
17 hedge funds and large institutions have $12.6M invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
79% more capital invested
Capital invested by funds: $7.04M → $12.6M (+$5.56M)
34.12% more ownership
Funds ownership: 45.65% → 79.77% (+34%)
6% less funds holding
Funds holding: 18 → 17 (-1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.68M |
| 2 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$1.67M |
| 3 |
LPL Financial
San Diego,
California
|
+$726K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$49.7K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.04M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$305K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$200K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$181K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$62.4K |
BBSA Hedge Fund Activity: Q4 2023 in Review
17 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q4 2023, worth a combined $12.6M — up 79% from $7.04M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BBSA and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $5.68M. The largest seller was Jane Street, cutting an estimated $2.04M.
- 17 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q4 2023, down from 18 in Q3 2023.
- Funds reported $12.6M of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q4 2023, up 79% quarter-over-quarter.
- 2 funds opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF buyer in Q4 2023 was Cetera Advisor Networks, an estimated $5.68M added.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q4 2023 was Jane Street, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2023.