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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

43 hedge funds and large institutions have $124M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

19% more funds holding

Funds holding: 3643 (+7)

10% more capital invested

Capital invested by funds: $112M → $124M (+$11.4M)

6.67% more ownership

Funds ownership: 68.79%75.45% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
20
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
26
KCS Wealth Advisory
California
$549K +$549K +10,690 New
MA
27
Mutual Advisors
Nebraska
$435K +$90.2K +1,758 +26%
AG
28
Advisor Group
Arizona
$390K +$86.3K +1,681 +28%
SA
29
Shilanski & Associates
Alaska
$347K +$770 +15 +0.2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$299K +$975 +19 +0.3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$280K
AWA
32
Acorn Wealth Advisors
Michigan
$278K +$279K +5,433 New
MWM
33
Mission Wealth Management
California
$259K +$258K +5,037 New
5L
34
55I LLC
Massachusetts
$240K
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$184K +$90.6K +1,765 +97%
MAU
36
MRA Associates USA
Arizona
$93K +$92.6K +1,805 New
SIS
37
Sound Income Strategies
Florida
$53K -$13.1K -255 -20%
AIC
38
Ameritas Investment Company
Nebraska
$49K +$49.2K +958 New
Wells Fargo
39
Wells Fargo
California
$15K -$8.37K -163 -36%
WEC
40
Winslow Evans & Crocker
Massachusetts
$10K
SFS
41
Sowell Financial Services
Arkansas
$8K +$8.16K +159 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7K +$6.72K +131 New
LFG
43
Larson Financial Group
Missouri
$1K +$411 +8 +57%
RFM
44
Royal Fund Management
Florida
-$17K -342 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
-$5.8K -113 Closed

BBHY Hedge Fund Activity: Q3 2019 in Review

43 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2019, worth a combined $124M — up 10% from $112M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BBHY positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.79M. The largest seller was FormulaFolio Investments, cutting an estimated $3.82M.

  • 43 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2019, up from 36 in Q2 2019.
  • Funds reported $124M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2019 and 2 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2019 was Morgan Stanley, an estimated $5.79M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2019 was FormulaFolio Investments, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2019.