JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
BBSA was delisted on the 18th of October, 2024.
12 hedge funds and large institutions have $6.27M invested in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
6% less capital invested
Capital invested by funds: $6.64M → $6.27M (-$367K)
14% less funds holding
Funds holding: 14 → 12 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$534K |
| 2 |
LPL Financial
San Diego,
California
|
+$302K |
| 3 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$25.9K |
| 4 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$3.52K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.75K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$869K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$325K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$163K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$24.5K |
| 5 |
JP Morgan Chase
New York
|
-$723 |
BBSA Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) for Q3 2024, worth a combined $6.27M — down 5.5% from $6.64M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BBSA and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Daymark Wealth Partners, adding an estimated $534K. The largest seller was Jane Street, exiting entirely with an estimated $869K sold.
- 12 institutional investors held JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) as of Q3 2024, down from 14 in Q2 2024.
- Funds reported $6.27M of JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF stock for Q3 2024, down 5.5% quarter-over-quarter.
- 1 fund opened new JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF buyer in Q3 2024 was Daymark Wealth Partners, an estimated $534K added.
- The largest JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF seller in Q3 2024 was Jane Street, an estimated $869K sold.
Based on aggregated 13F filings for Q3 2024.