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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

71 hedge funds and large institutions have $1.5B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
30
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
26
Pinnacle Wealth Planning Services
Ohio
$2.08M -$542K -10,510 -21%
SC
27
Slow Capital
California
$1.84M +$313K +5,634 +20%
RFM
28
Royal Fund Management
Florida
$1.82M +$486K +9,426 +36%
WGCA
29
Wolf Group Capital Advisors
Virginia
$1.58M -$21.9K -424 -1%
KWA
30
KCS Wealth Advisory
California
$1.49M +$203K +3,942 +16%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.06M +$181K +3,513 +21%
Lido Advisors
32
Lido Advisors
California
$940K +$17.5K +340 +2%
WP
33
WealthPLAN Partners
Nebraska
$772K -$57.8K -1,118 -7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$770K +$125K +2,428 +19%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$708K +$474K +9,189 +203%
RJT
36
Raymond James Trust
Florida
$628K
KOMWMG
37
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$584K +$584K +11,323 New
OMC
38
Old Mission Capital
Illinois
$546K +$546K +10,600 New
WA
39
Winfield Associates
Ohio
$545K +$545K +10,565 New
SWA
40
Stratos Wealth Advisors
Ohio
$519K +$76.5K +1,485 +17%
GGS
41
Galvin Gaustad & Stein
Arizona
$481K +$62.1K +1,205 +15%
GL
42
Graypoint LLC
New York
$447K +$447K +8,672 New
WP
43
WealthSource Partners
California
$414K +$414K +8,030 New
RJA
44
Raymond James & Associates
Florida
$350K +$350K +6,799 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$3.09K +60 +0.9%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$329K +$3.2K +62 +1%
AWM
47
AE Wealth Management
Kansas
$325K -$48.3K -937 -13%
AWA
48
Acorn Wealth Advisors
Michigan
$325K -$412 -8 -0.1%
SWP
49
Summit Wealth Partners
Florida
$320K
CWA
50
Centennial Wealth Advisory
Michigan
$316K -$47.4K -920 -13%