JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
32 hedge funds and large institutions have $130M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
28% more funds holding
Funds holding: 25 → 32 (+7)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
12% more capital invested
Capital invested by funds: $116M → $130M (+$14M)
7.18% more ownership
Funds ownership: 84.94% → 92.12% (+7.2%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$8.08M |
| 2 |
Jane Street
New York
|
+$3.74M |
| 3 |
Morgan Stanley
New York
|
+$3.63M |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$3.49M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$19.7M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$6.84M |
| 3 |
AssetMark Inc
Concord,
California
|
-$4.92M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.74M |
| 5 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
-$1.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $76K | -$156K | -3,154 | -68% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $70K | +$347 | +7 | +0.5% |
|
|
TWA
28
TCI Wealth Advisors
Tucson,
Arizona
| $44K | +$42.9K | +865 | New |
|
|
CA
29
Cetera Advisors
Denver,
Colorado
| $8K | +$7.43K | +150 | New |
|
|
OWD
30
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $7K | +$6.44K | +130 | New |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | +$6.1K | +123 | New |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | +$2.33K | +47 | New |
|
|
FIA
33
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$524K | -10,546 | Closed |
|
|
TSS
34
Two Sigma Securities
New York
| – | -$227K | -4,768 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4K | -81 | Closed |
|
BBHY Hedge Fund Activity: Q1 2019 in Review
32 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2019, worth a combined $130M — up 12% from $116M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BBHY positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $8.08M. The largest seller was FormulaFolio Investments, cutting an estimated $19.7M.
- 32 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2019, up from 25 in Q4 2018.
- Funds reported $130M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2019, up 12% quarter-over-quarter.
- 10 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2019 and 3 closed out, a net change of +7 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2019 was Flow Traders U.S., an estimated $8.08M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2019 was FormulaFolio Investments, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2019.