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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

56 hedge funds and large institutions have $162M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

56% more capital invested

Capital invested by funds: $104M → $162M (+$58.4M)

4% more funds holding

Funds holding: 5456 (+2)

0.01% less ownership

Funds ownership: 73.96%73.95% (-0.01%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
26
HawsGoodwin Investment Management
Tennessee
$938K +$213K +4,234 +29%
Lido Advisors
27
Lido Advisors
California
$916K -$7.28K -145 -0.8%
Osaic Holdings
28
Osaic Holdings
Arizona
$898K +$52.7K +1,049 +6%
WP
29
WealthPLAN Partners
Nebraska
$816K -$98.7K -1,966 -11%
RFM
30
Royal Fund Management
Florida
$744K +$244K +4,863 +49%
FTUS
31
Flow Traders U.S.
New York
$557K -$4.96M -98,873 -90%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$546K +$503K +10,027 +1,113%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$480K +$272K +5,410 +129%
SIA
34
Strategic Investment Advisors
Michigan
$412K -$241K -4,808 -37%
AWM
35
AE Wealth Management
Kansas
$351K -$28.3K -564 -7%
SS
36
Simplicity Solutions
Minnesota
$351K -$15.1K -300 -4%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$22K +439 +7%
SWP
38
Summit Wealth Partners
Florida
$310K
SWA
39
Stratos Wealth Advisors
Ohio
$306K +$40.9K +815 +15%
ECA
40
Elevated Capital Advisors
Utah
$274K -$5.72K -114 -2%
AWA
41
Acorn Wealth Advisors
Michigan
$273K -$24.9K -497 -8%
BCI
42
Brinker Capital Investments
Pennsylvania
$262K -$52.3K -1,041 -17%
FI
43
FormulaFolio Investments
Michigan
$255K -$26.6K -529 -9%
BSW
44
Buckingham Strategic Wealth
Missouri
$237K +$238K +4,742 New
AFAS
45
Acorn Financial Advisory Services
Virginia
$225K +$226K +4,497 New
Wells Fargo
46
Wells Fargo
California
$165K +$130K +2,588 +363%
JP Morgan Chase
47
JP Morgan Chase
New York
$103K -$15.1K -301 -13%
GWM
48
Geneos Wealth Management
Colorado
$72K +$2.76K +55 +4%
UBS Group
49
UBS Group
Switzerland
$38K -$96.7K -1,926 -72%
CAL
50
Capital Analysts LLC
Pennsylvania
$35K +$3.36K +67 +10%

BBHY Hedge Fund Activity: Q3 2020 in Review

56 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2020, worth a combined $162M — up 56% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BBHY positions and 3 closed out — a net gain of 4 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Condor Capital Management, opening a new position worth an estimated $12M. The largest seller was Flow Traders U.S., cutting an estimated $4.96M.

  • 56 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $162M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2020, up 56% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2020 and 3 closed out, a net change of +4 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2020 was Condor Capital Management, an estimated $12M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2020 was Flow Traders U.S., an estimated $4.96M sold.

Based on aggregated 13F filings for Q3 2020.