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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

74 hedge funds and large institutions have $354M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.39% more ownership

Funds ownership: 50.57%57.96% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 7974 (-5)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

49% less capital invested

Capital invested by funds: $699M → $354M (-$345M)

54% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 35

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
16
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.07M -$9.78M -212,652 -90%
Lido Advisors
27
Lido Advisors
California
$1.05M +$32.2K +700 +3%
GM
28
GeoWealth Management
Illinois
$913K -$273K -5,934 -22%
GL
29
Graypoint LLC
New York
$708K -$21.6K -469 -3%
KWA
30
KCS Wealth Advisory
California
$680K -$110K -2,401 -13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$647K +$443K +9,638 +186%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$639K -$776K -16,877 -54%
RJT
33
Raymond James Trust
Florida
$553K
AFG
34
Albion Financial Group
Utah
$539K +$63.7K +1,385 +13%
DF
35
Donoghue Forlines
Massachusetts
$459K -$27K -587 -5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$452K -$6.39K -139 -1%
SWA
37
Stratos Wealth Advisors
Ohio
$451K -$21.3K -463 -4%
SC
38
Slow Capital
California
$441K -$1.89M -40,997 -80%
WMS
39
Wealth Management Solutions
Pennsylvania
$431K -$604K -13,121 -57%
AWA
40
Acorn Wealth Advisors
Michigan
$430K +$7.64K +166 +2%
AWM
41
Avior Wealth Management
Nebraska
$384K -$160K -3,479 -28%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$384K +$405K +8,807 New
BBNB
43
Baker Boyer National Bank
Washington
$379K
GLLW
44
Graves Light Lenhart Wealth
Virginia
$367K +$387K +8,421 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$321K +$24.9K +541 +8%
OMC
46
Old Mission Capital
Illinois
$310K +$327K +7,109 New
IWN
47
Independent Wealth Network
Iowa
$299K -$19.1K -416 -6%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$277K -$156K -3,396 -35%
AFAS
49
Acorn Financial Advisory Services
Virginia
$229K -$40.3K -876 -14%
RJA
50
Raymond James & Associates
Florida
$216K -$546K -11,863 -71%

BBHY Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2022, worth a combined $354M — down 49% from $699M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BBHY and 12 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 16 added.

The largest buyer was Jane Street, adding an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $207M.

  • 74 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2022, down from 79 in Q1 2022.
  • Funds reported $354M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2022, down 49% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2022 and 14 closed out, a net change of -2 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $15.8M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2022 was JP Morgan Chase, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2022.