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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

79 hedge funds and large institutions have $699M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 84 → 79 (-5)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43.69% less ownership

Funds ownership: 94.26% → 50.57% (-44%)

52% less capital invested

Capital invested by funds: $1.45B → $699M (-$755M)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
26
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$5.58M
2
RRWA
Rainey & Randall Wealth Advisors
Florida
+$2.65M
3
CW
CreativeOne Wealth
Kansas
+$899K
4
GGS
Galvin Gaustad & Stein
Arizona
+$743K
5
Osaic Holdings
Osaic Holdings
Arizona
+$590K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$638M
2
Jane Street
Jane Street
New York
-$20.4M
3
Morgan Stanley
Morgan Stanley
New York
-$9.31M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.75M
5
PAA
Peregrine Asset Advisers
Oregon
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
26
Nicola Wealth Management
British Columbia, Canada
$2.44M – – –
5L
27
55I LLC
Massachusetts
$1.81M -$1.51M -30,489 -45%
CI
28
Conning Inc
Connecticut
$1.71M – – –
WGCA
29
Wolf Group Capital Advisors
Virginia
$1.59M -$3.23M -64,996 -67%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.54M -$486K -9,774 -24%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.32M +$590K +11,869 +14%
GM
32
GeoWealth Management
Illinois
$1.31M +$71.9K +1,447 +6%
AHSSHC
33
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.22M – – –
Lido Advisors
34
Lido Advisors
California
$1.15M +$33.4K +672 +3%
WMS
35
Wealth Management Solutions
Pennsylvania
$1.13M -$115K -2,323 -9%
WA
36
Winfield Associates
Ohio
$1.12M -$18.9K -380 -2%
GGS
37
Galvin Gaustad & Stein
Arizona
$1.04M +$743K +14,952 +238%
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$1M -$1.55M -31,115 -60%
KWA
39
KCS Wealth Advisory
California
$880K -$581K -11,697 -39%
RJA
40
Raymond James & Associates
Florida
$822K -$106K -2,142 -11%
VAS
41
Vestmark Advisory Solutions
Massachusetts
$819K -$26.8K -540 -3%
GL
42
Graypoint LLC
New York
$817K -$56.3K -1,134 -6%
IA
43
Integrity Advisory
Kansas
$773K +$786K +15,812 New
ACA
44
Atlas Capital Advisors
Wyoming
$768K – – –
WP
45
WealthPLAN Partners
Nebraska
$725K +$9.09K +183 +1%
WIM
46
WealthPlan Investment Management
Nebraska
$725K +$776K +15,613 New
RJT
47
Raymond James Trust
Florida
$620K – – –
AWM
48
Avior Wealth Management
Nebraska
$601K -$426K -8,578 -41%
DF
49
Donoghue Forlines
Massachusetts
$544K +$552K +11,119 New
AFG
50
Albion Financial Group
Utah
$537K +$156K +3,150 +40%
1
2
3 4

BBHY Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2022, worth a combined $699M — down 52% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BBHY and 7 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 26 added.

The largest buyer was AssetMark Inc, adding an estimated $5.58M. The largest seller was JP Morgan Chase, cutting an estimated $638M.

  • 79 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $699M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2022, down 52% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2022 and 10 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2022 was AssetMark Inc, an estimated $5.58M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $638M sold.

Based on aggregated 13F filings for Q1 2022.