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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

84 hedge funds and large institutions have $1.45B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

14% more funds holding

Funds holding: 74 → 84 (+10)

1.54% more ownership

Funds ownership: 92.72% → 94.26% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $1.49B → $1.45B (-$33M)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
37
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$12.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.86M
3
WGCA
Wolf Group Capital Advisors
Virginia
+$3.38M
4
RWB
RMR Wealth Builders
New Jersey
+$3.02M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$33.5M
2
GI
Gradient Investments
Minnesota
-$27.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.04M
4
BEC
Blue Edge Capital
Virginia
-$2.56M
5
MWM
Mission Wealth Management
California
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
26
RMR Wealth Builders
New Jersey
$3.04M +$3.02M +58,505 New
RFM
27
Royal Fund Management
Florida
$3M +$415K +8,043 +16%
LPL Financial
28
LPL Financial
California
$3M +$877K +16,981 +41%
SC
29
Slow Capital
California
$2.69M +$171K +3,306 +7%
MPWT
30
MassMutual Private Wealth & Trust
Connecticut
$2.67M -$481K -9,305 -15%
NWM
31
Nicola Wealth Management
British Columbia, Canada
$2.6M – – –
CW
32
CreativeOne Wealth
Kansas
$2.59M -$34.4K -667 -1%
PWPS
33
Pinnacle Wealth Planning Services
Ohio
$2.53M +$184K +3,566 +8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.14M -$324K -6,282 -13%
CI
35
Conning Inc
Connecticut
$1.81M – – –
KWA
36
KCS Wealth Advisory
California
$1.54M +$2.12K +41 +0.1%
GM
37
GeoWealth Management
Illinois
$1.31M -$525K -10,162 -29%
WMS
38
Wealth Management Solutions
Pennsylvania
$1.31M +$1.31M +25,334 New
AHSSHC
39
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.29M +$1.29M +25,000 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.23M +$149K +2,884 +14%
WA
41
Winfield Associates
Ohio
$1.21M +$121K +2,340 +11%
Lido Advisors
42
Lido Advisors
California
$1.18M +$47.9K +928 +4%
AWM
43
Avior Wealth Management
Nebraska
$1.08M -$888K -17,196 -45%
SWA
44
Stratos Wealth Advisors
Ohio
$1.07M +$501K +9,710 +89%
RJA
45
Raymond James & Associates
Florida
$981K +$120K +2,319 +14%
GL
46
Graypoint LLC
New York
$923K +$446K +8,642 +94%
VAS
47
Vestmark Advisory Solutions
Massachusetts
$895K +$535K +10,355 +149%
ACA
48
Atlas Capital Advisors
Wyoming
$813K – – –
WP
49
WealthPLAN Partners
Nebraska
$776K +$10.9K +211 +1%
RJT
50
Raymond James Trust
Florida
$657K – – –
1
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BBHY Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2021, worth a combined $1.45B — down 2.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBHY positions and 6 closed out — a net gain of 11 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $12.1M. The largest seller was JP Morgan Chase, cutting an estimated $33.5M.

  • 84 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2021, up from 74 in Q3 2021.
  • Funds reported $1.45B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2021, down 2.2% quarter-over-quarter.
  • 17 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2021 and 6 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $12.1M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2021 was JP Morgan Chase, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2021.