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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

70 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $1.5B → $1.51B (+$8.29M)

0.35% more ownership

Funds ownership: 92.04% → 92.39% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 71 → 70 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
36
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$51.9M
2
SB
Simmons Bank
Arkansas
+$4.14M
3
NWM
Nicola Wealth Management
British Columbia, Canada
+$2.59M
4
GM
GeoWealth Management
Illinois
+$2.35M
5
Morgan Stanley
Morgan Stanley
New York
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$49.7M
2
Jane Street
Jane Street
New York
-$23.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.75M
4
Bank of America
Bank of America
North Carolina
-$2.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
26
GeoWealth Management
Illinois
$2.37M +$2.35M +45,393 New
PWPS
27
Pinnacle Wealth Planning Services
Ohio
$2.21M +$97.1K +1,872 +5%
RFM
28
Royal Fund Management
Florida
$2.16M +$312K +6,013 +17%
LPL Financial
29
LPL Financial
California
$2.06M -$1.42M -27,463 -41%
SC
30
Slow Capital
California
$1.89M +$151K +2,907 +9%
WGCA
31
Wolf Group Capital Advisors
Virginia
$1.64M +$42.1K +812 +3%
KWA
32
KCS Wealth Advisory
California
$1.56M +$52.7K +1,016 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.48M +$404K +7,787 +38%
Lido Advisors
34
Lido Advisors
California
$1.05M +$97K +1,870 +10%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.04M +$253K +4,883 +33%
WA
36
Winfield Associates
Ohio
$921K +$365K +7,047 +67%
WP
37
WealthPLAN Partners
Nebraska
$788K +$13.3K +256 +2%
RJA
38
Raymond James & Associates
Florida
$757K +$398K +7,674 +113%
RJT
39
Raymond James Trust
Florida
$631K -$6.17K -119 -1%
SWA
40
Stratos Wealth Advisors
Ohio
$577K +$49.3K +950 +9%
GGS
41
Galvin Gaustad & Stein
Arizona
$496K +$7.26K +140 +1%
GL
42
Graypoint LLC
New York
$481K +$27K +520 +6%
AFG
43
Albion Financial Group
Utah
$432K +$428K +8,252 New
TCM
44
Tuttle Capital Management
Connecticut
$398K +$394K +7,600 New
AWA
45
Acorn Wealth Advisors
Michigan
$391K +$60.8K +1,172 +19%
BBNB
46
Baker Boyer National Bank
Washington
$379K +$451K +8,698 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$350K +$15.7K +302 +5%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$326K -$12.6K -243 -4%
SWP
49
Summit Wealth Partners
Florida
$324K – – –
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$324K +$24.8K +478 +8%
1
2
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BBHY Hedge Fund Activity: Q2 2021 in Review

70 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2021, worth a combined $1.51B — up 0.55% from $1.5B a quarter earlier.

Fund positioning in BBHY was balanced in Q2 2021: 12 funds opened new positions, 12 closed out, 36 added to existing stakes and 15 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $51.9M. The largest seller was JP Morgan Chase, cutting an estimated $49.7M.

  • 70 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2021, down from 71 in Q1 2021.
  • Funds reported $1.51B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2021, up 0.55% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2021 and 12 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2021 was State of New Jersey Common Pension Fund D, an estimated $51.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $49.7M sold.

Based on aggregated 13F filings for Q2 2021.