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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

66 hedge funds and large institutions have $408M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

151% more capital invested

Capital invested by funds: $162M → $408M (+$246M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

18% more funds holding

Funds holding: 5666 (+10)

8.99% more ownership

Funds ownership: 73.95%82.94% (+9%)

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
26
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Slow Capital
California
$1.43M -$196K -3,833 -12%
RFM
27
Royal Fund Management
Florida
$1.34M +$560K +10,969 +74%
KWA
28
KCS Wealth Advisory
California
$1.29M +$130K +2,539 +11%
HIM
29
HawsGoodwin Investment Management
Tennessee
$1.14M +$160K +3,136 +17%
Lido Advisors
30
Lido Advisors
California
$932K -$21.2K -415 -2%
Osaic Holdings
31
Osaic Holdings
Arizona
$879K -$52.5K -1,029 -6%
WP
32
WealthPLAN Partners
Nebraska
$836K +$408 +8 +0%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$650K -$4.57M -89,610 -88%
RJT
34
Raymond James Trust
Florida
$632K +$621K +12,174 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$605K +$37.6K +737 +7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$541K -$488K -9,566 -48%
SWA
37
Stratos Wealth Advisors
Ohio
$446K +$126K +2,476 +41%
GGS
38
Galvin Gaustad & Stein
Arizona
$422K +$415K +8,135 New
AWM
39
AE Wealth Management
Kansas
$376K +$11.5K +226 +3%
CWA
40
Centennial Wealth Advisory
Michigan
$366K +$360K +7,048 New
SS
41
Simplicity Solutions
Minnesota
$364K +$51 +1 +0%
AFG
42
Albion Financial Group
Utah
$358K +$352K +6,892 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$333K -$11.7K -230 -3%
AWA
44
Acorn Wealth Advisors
Michigan
$328K +$43.1K +845 +15%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$327K +$323K +6,323 New
SWP
46
Summit Wealth Partners
Florida
$322K
ECA
47
Elevated Capital Advisors
Utah
$291K +$13.3K +260 +5%
AFAS
48
Acorn Financial Advisory Services
Virginia
$253K +$19.6K +385 +9%
FI
49
FormulaFolio Investments
Michigan
$250K -$15K -293 -6%
SIA
50
Strategic Investment Advisors
Michigan
$249K -$175K -3,431 -42%

BBHY Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2020, worth a combined $408M — up 151% from $162M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BBHY positions and 3 closed out — a net gain of 11 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was AssetMark Inc, cutting an estimated $6.24M.

  • 66 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $408M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2020, up 151% quarter-over-quarter.
  • 14 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $238M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2020 was AssetMark Inc, an estimated $6.24M sold.

Based on aggregated 13F filings for Q4 2020.