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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

54 hedge funds and large institutions have $104M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5454 (0)

0.44% less ownership

Funds ownership: 74.4%73.96% (-0.44%)

7% less capital invested

Capital invested by funds: $112M → $104M (-$8.25M)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$589K -$42.6K -895 -7%
RFM
27
Royal Fund Management
Florida
$487K +$266K +5,586 +126%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$468K +$459K +9,643 New
AWM
29
AE Wealth Management
Kansas
$368K +$361K +7,581 New
SS
30
Simplicity Solutions
Minnesota
$355K +$348K +7,315 New
Bank of America
31
Bank of America
North Carolina
$316K +$308K +6,480 +29,455%
BCI
32
Brinker Capital Investments
Pennsylvania
$305K -$145K -3,057 -33%
SWP
33
Summit Wealth Partners
Florida
$301K
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$301K -$29.4K -617 -9%
AWA
35
Acorn Wealth Advisors
Michigan
$290K +$2.19K +46 +0.8%
ECA
36
Elevated Capital Advisors
Utah
$278K +$260K +5,465 New
GL
37
Graypoint LLC
New York
$277K -$42.2K -888 -13%
FI
38
FormulaFolio Investments
Michigan
$274K -$169K -3,557 -39%
SWA
39
Stratos Wealth Advisors
Ohio
$257K +$84.1K +1,767 +50%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$204K -$1.28M -26,995 -87%
UBS Group
41
UBS Group
Switzerland
$131K +$127K +2,678 +267,800%
JP Morgan Chase
42
JP Morgan Chase
New York
$115K +$19.6K +411 +21%
GWM
43
Geneos Wealth Management
Colorado
$68K -$24K -504 -26%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$44K -$1.24K -26 -3%
Wells Fargo
45
Wells Fargo
California
$35K
CAL
46
Capital Analysts LLC
Pennsylvania
$31K +$428 +9 +1%
OPS
47
Orion Portfolio Solutions
Nebraska
$26K +$20.5K +431 +381%
GRP
48
Global Retirement Partners
California
$21K +$3.28K +69 +19%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.32K +196 New
SFS
50
Sowell Financial Services
Arkansas
$3K -$10.8K -228 -80%

BBHY Hedge Fund Activity: Q2 2020 in Review

54 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2020, worth a combined $104M — down 7.4% from $112M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BBHY positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 20 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $7.28M. The largest seller was Jane Street, cutting an estimated $39.9M.

  • 54 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $104M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2020, down 7.4% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2020 was AssetMark Inc, an estimated $7.28M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $39.9M sold.

Based on aggregated 13F filings for Q2 2020.