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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

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

268% more capital invested

Capital invested by funds: $408M → $1.5B (+$1.09B)

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

9.1% more ownership

Funds ownership: 82.94% → 92.04% (+9.1%)

8% more funds holding

Funds holding: 66 → 71 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.02B
2
Jane Street
Jane Street
New York
+$26M
3
GI
Gradient Investments
Minnesota
+$18.1M
4
RRWA
Rainey & Randall Wealth Advisors
Florida
+$13.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.78M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.33M
2
MWM
Mission Wealth Management
California
-$3.06M
3
GM
GeoWealth Management
Illinois
-$2.13M
4
FTUS
Flow Traders U.S.
New York
-$1.43M
5
PWPS
Pinnacle Wealth Planning Services
Ohio
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
26
Pinnacle Wealth Planning Services
Ohio
$2.08M -$544K -10,510 -21%
SC
27
Slow Capital
California
$1.84M +$292K +5,634 +20%
RFM
28
Royal Fund Management
Florida
$1.82M +$488K +9,426 +36%
WGCA
29
Wolf Group Capital Advisors
Virginia
$1.57M -$21.9K -424 -1%
KWA
30
KCS Wealth Advisory
California
$1.49M +$204K +3,942 +16%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.05M +$182K +3,513 +21%
Lido Advisors
32
Lido Advisors
California
$940K +$17.6K +340 +2%
WP
33
WealthPLAN Partners
Nebraska
$772K -$57.9K -1,118 -7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$770K +$126K +2,428 +19%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$708K +$476K +9,189 +203%
RJT
36
Raymond James Trust
Florida
$628K – – –
KOMWMG
37
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$584K +$586K +11,323 New
OMC
38
Old Mission Capital
Illinois
$546K +$549K +10,600 New
WA
39
Winfield Associates
Ohio
$545K +$547K +10,565 New
SWA
40
Stratos Wealth Advisors
Ohio
$519K +$76.9K +1,485 +17%
GGS
41
Galvin Gaustad & Stein
Arizona
$481K +$62.4K +1,205 +15%
GL
42
Graypoint LLC
New York
$447K +$449K +8,672 New
WP
43
WealthSource Partners
California
$414K +$416K +8,030 New
RJA
44
Raymond James & Associates
Florida
$350K +$352K +6,799 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$3.11K +60 +0.9%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$329K +$3.21K +62 +1%
AWM
47
AE Wealth Management
Kansas
$325K -$48.5K -937 -13%
AWA
48
Acorn Wealth Advisors
Michigan
$325K -$414 -8 -0.1%
SWP
49
Summit Wealth Partners
Florida
$320K – – –
CWA
50
Centennial Wealth Advisory
Michigan
$316K -$47.6K -920 -13%
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BBHY Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2021, worth a combined $1.5B — up 268% from $408M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBHY positions and 13 closed out — a net gain of 7 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Susquehanna International Group, cutting an estimated $4.33M.

  • 71 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2021, up from 66 in Q4 2020.
  • Funds reported $1.5B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2021, up 268% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2021 and 13 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2021 was Susquehanna International Group, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2021.