BBHY icon

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
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
Shares
Change %
SC
26
Slow Capital
California
$1.43M -$199K -3,833 -12%
RFM
27
Royal Fund Management
Florida
$1.34M +$569K +10,969 +74%
KWA
28
KCS Wealth Advisory
California
$1.3M +$132K +2,539 +11%
HIM
29
HawsGoodwin Investment Management
Tennessee
$1.14M +$163K +3,136 +17%
Lido Advisors
30
Lido Advisors
California
$932K -$21.6K -415 -2%
Osaic Holdings
31
Osaic Holdings
Arizona
$879K -$53.4K -1,029 -6%
WP
32
WealthPLAN Partners
Nebraska
$836K +$417 +8 +0%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$650K -$4.65M -89,610 -88%
RJT
34
Raymond James Trust
Florida
$632K +$632K +12,174 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$605K +$38.2K +737 +7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$541K -$496K -9,566 -48%
SWA
37
Stratos Wealth Advisors
Ohio
$446K +$129K +2,476 +41%
GGS
38
Galvin Gaustad & Stein
Arizona
$422K +$422K +8,135 New
AWM
39
AE Wealth Management
Kansas
$376K +$11.7K +226 +3%
CWA
40
Centennial Wealth Advisory
Michigan
$366K +$366K +7,048 New
SS
41
Simplicity Solutions
Minnesota
$364K +$52 +1 +0%
AFG
42
Albion Financial Group
Utah
$358K +$358K +6,892 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$333K -$12K -230 -3%
AWA
44
Acorn Wealth Advisors
Michigan
$328K +$43.9K +845 +15%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$327K +$327K +6,323 New
SWP
46
Summit Wealth Partners
Florida
$322K
ECA
47
Elevated Capital Advisors
Utah
$291K +$13.5K +260 +5%
AFAS
48
Acorn Financial Advisory Services
Virginia
$253K +$20K +385 +9%
FI
49
FormulaFolio Investments
Michigan
$250K -$15.2K -293 -6%
SIA
50
Strategic Investment Advisors
Michigan
$249K -$178K -3,431 -42%