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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

74 hedge funds and large institutions have $1.49B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 70 → 74 (+4)

0.33% more ownership

Funds ownership: 92.39% → 92.72% (+0.33%)

1% less capital invested

Capital invested by funds: $1.51B → $1.49B (-$20.9M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
32
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.41M
2
GI
Gradient Investments
Minnesota
+$5.23M
3
Morgan Stanley
Morgan Stanley
New York
+$4.59M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.18M
5
CI
Conning Inc
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$36.2M
2
Bank of America
Bank of America
North Carolina
-$5.85M
3
AssetMark Inc
AssetMark Inc
California
-$5.67M
4
CW
CreativeOne Wealth
Kansas
-$2.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
26
Royal Fund Management
Florida
$2.6M +$450K +8,630 +21%
SC
27
Slow Capital
California
$2.53M +$651K +12,480 +35%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.48M -$66.9K -1,282 -3%
PWPS
29
Pinnacle Wealth Planning Services
Ohio
$2.36M +$156K +2,994 +7%
LPL Financial
30
LPL Financial
California
$2.13M +$87.9K +1,684 +4%
AWM
31
Avior Wealth Management
Nebraska
$1.98M -$442K -8,477 -18%
GM
32
GeoWealth Management
Illinois
$1.85M -$513K -9,824 -22%
CI
33
Conning Inc
Connecticut
$1.82M +$1.83M +35,000 New
WGCA
34
Wolf Group Capital Advisors
Virginia
$1.67M +$31.9K +612 +2%
KWA
35
KCS Wealth Advisory
California
$1.54M -$13.5K -258 -0.9%
Lido Advisors
36
Lido Advisors
California
$1.14M +$91K +1,743 +9%
WA
37
Winfield Associates
Ohio
$1.09M +$175K +3,355 +19%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.09M +$55.7K +1,067 +5%
5L
39
55I LLC
Massachusetts
$887K +$664K +12,723 +295%
RJA
40
Raymond James & Associates
Florida
$866K +$112K +2,155 +15%
ACA
41
Atlas Capital Advisors
Wyoming
$817K +$558K +10,700 +214%
WP
42
WealthPLAN Partners
Nebraska
$786K +$1.72K +33 +0.2%
RJT
43
Raymond James Trust
Florida
$661K +$32.9K +631 +5%
SWA
44
Stratos Wealth Advisors
Ohio
$567K -$6.99K -134 -1%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$510K +$249K +4,781 +95%
GL
46
Graypoint LLC
New York
$479K – – –
AWA
47
Acorn Wealth Advisors
Michigan
$442K +$52.7K +1,010 +14%
GGS
48
Galvin Gaustad & Stein
Arizona
$441K -$52.7K -1,010 -11%
AFG
49
Albion Financial Group
Utah
$399K -$30.3K -580 -7%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$378K +$55.8K +1,069 +17%
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BBHY Hedge Fund Activity: Q3 2021 in Review

74 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2021, worth a combined $1.49B — down 1.4% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BBHY positions and 3 closed out — a net gain of 5 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $8.41M. The largest seller was JP Morgan Chase, cutting an estimated $36.2M.

  • 74 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2021, up from 70 in Q2 2021.
  • Funds reported $1.49B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2021, down 1.4% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2021 was Jane Street, an estimated $8.41M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2021.