Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBAG)

105 + Investors. Track Smart Money conviction in BBAG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — BBAG

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BBAG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
107 hedge funds hold BBAG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

50 buying58 selling
Last quarter: 58 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 19 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 21% medium 21% new
62 out of 107 hedge funds have held BBAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~13 new funds/quarter

16 → 11 → 19 → 15 → 13 new funds/Q
New funds entering each quarter: 11 → 19 → 15 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

61% veterans 15% 1-2yr 24% new
Entry-cohort mix of 107 holders: 65 (61%) are 2+ year veterans, 16 entered 1–2 years ago, and 26 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
14 of 106 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BBAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BBAG

In 2026 Q2, 50 hedge funds were net buyers of BBAG (13 opened a new position, 37 added to an existing one), while 58 reduced or exited (42 trimmed, 16 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 61% of total institutional value in BBAG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 107.

Hedge Fund Ownership: BBAG

How many hedge funds hold BBAG — quarterly history vs. share price
Quarterly hedge fund ownership of BBAG vs. share price

Market Analysis: BBAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBAG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BBAG
105 + Investors

Track Smart Money conviction in BBAG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 105 110 -4.55%
13F Shares 11M 9M 26.23%
Total Value $480M $360M 33.3%
New Positions 12 15 -3
Increased Positions 37 38 -1
Closed Positions 16 18 -2
Reduced Positions 42 46 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBAG

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Institutional Holders (2026 Q2)

105 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBAG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BBAG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clearwater Capital Advisors, LLC 4.35% 1,290,839 $59.3M
2 Wealth Alliance Advisory Group, LLC 2.17% 326,085 $15.0M
3 Tradition Wealth Management, LLC 1.27% 450,990 $20.7M
4 ACT Advisors, LLC. 0.72% 46,841 $2.2M
5 Kelly Financial Group LLC 0.66% 64,944 $3.0M
6 Heck Capital Advisors, LLC 0.65% 236,638 $10.9M
7 Independent Wealth Network Inc. 0.48% 40,733 $1.9M
8 Cobblestone Asset Management LLC 0.40% 20,879 $959K
9 Lockerman Financial Group, INC. 0.35% 5,035 $231K
10 Elevation Wealth Management LLC 0.34% 9,875 $454K
11 MLG Wealth Management DBA Pine Grove Financial Group 0.33% 58,473 $2.7M
12 Northbridge Financial Group, LLC 0.29% 16,280 $748K
13 MN Wealth Advisors, LLC 0.26% 13,182 $606K
14 Tripletail Wealth Management, LLC 0.23% 2,083 $198K
15 Apella Capital, LLC 0.21% 322,153 $14.7M
16 Sutton Place Investors LLC 0.19% 8,363 $384K
17 LGT Financial Advisors LLC 0.18% 750 $34K
18 CGN Advisors LLC 0.18% 53,662 $2.5M
19 5T Wealth, LLC 0.16% 9,067 $417K
20 Arlington Financial Advisors, LLC 0.15% 25,461 $1.2M
21 Legacy Private Trust Co. 0.13% 51,796 $2.4M
22 Triad Wealth Partners, LLC 0.13% 49,531 $2.2M
23 Twin Peaks Wealth Advisors, LLC 0.12% 11,775 $541K
24 Shelter Mutual Insurance Co 0.10% 10,400 $478K
25 Ascension Capital Advisors, Inc. 0.10% 7,401 $340K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P Morgan Exchange Traded F (BBAG)

What does the Smart Money Trend signal show for BBAG?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BBAG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BBAG?

More sellers than buyers — 46% buying: Last quarter: 58 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BBAG holders?

Elite ownership — 61% AUM from top-100 funds: 14 of 106 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in BBAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBAG?

58% of holders stayed for 2+ years: 62 out of 107 hedge funds have held BBAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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