JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
25 hedge funds and large institutions have $116M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
8.12% more ownership
Funds ownership: 76.82% → 84.94% (+8.1%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2% less capital invested
Capital invested by funds: $118M → $116M (-$2.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$2.79M |
| 2 |
Morgan Stanley
New York
|
+$1.56M |
| 3 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
+$1.46M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$1.3M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$992K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.4M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$2.49M |
| 3 |
SC
Slow Capital
Greenbrae,
California
|
-$614K |
| 4 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$316K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
26
CX Institutional
Auburn,
Indiana
| – | -$100K | -2,011 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$78K | -1,569 | Closed |
|
28
Bank of America
Charlotte,
North Carolina
| – | -$12K | -239 | Closed |
|
|
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -47 | Closed |
|
BBHY Hedge Fund Activity: Q4 2018 in Review
25 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2018, worth a combined $116M — down 2.1% from $118M a quarter earlier.
Fund positioning in BBHY was balanced in Q4 2018: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $2.79M. The largest seller was JP Morgan Chase, cutting an estimated $16.4M.
- 25 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $116M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2018, down 2.1% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2018 and 4 closed out, a net change of 0 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2018 was AssetMark Inc, an estimated $2.79M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2018.