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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

69 hedge funds and large institutions have $314M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23.43% more ownership

Funds ownership: 57.96% → 81.39% (+23%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

7% less funds holding

Funds holding: 74 → 69 (-5)

11% less capital invested

Capital invested by funds: $354M → $314M (-$40M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
23
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$13.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.52M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$991K
5
GGS
Galvin Gaustad & Stein
Arizona
+$910K

Top Sellers

Rank Fund Capital Flow
1
SA
SAM Advisors
California
-$15M
2
Jane Street
Jane Street
New York
-$11.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$11.2M
4
MWM
Marion Wealth Management
Pennsylvania
-$3.95M
5
PAA
Peregrine Asset Advisers
Oregon
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$929K -$117K -2,607 -11%
GM
27
GeoWealth Management
Illinois
$905K +$18K +401 +2%
AFG
28
Albion Financial Group
Utah
$844K +$338K +7,550 +61%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$783K +$450K +10,048 +119%
WIM
30
WealthPlan Investment Management
Nebraska
$696K +$700K +15,612 New
GL
31
Graypoint LLC
New York
$687K -$762 -17 -0.1%
KWA
32
KCS Wealth Advisory
California
$686K +$26.6K +594 +4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$601K -$20.3K -452 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$562K +$129K +2,876 +28%
RJT
35
Raymond James Trust
Florida
$538K – – –
DF
36
Donoghue Forlines
Massachusetts
$492K +$47.9K +1,069 +10%
RJA
37
Raymond James & Associates
Florida
$466K +$271K +6,049 +122%
SC
38
Slow Capital
California
$429K – – –
AWA
39
Acorn Wealth Advisors
Michigan
$376K -$45.1K -1,006 -10%
BBNB
40
Baker Boyer National Bank
Washington
$369K – – –
SA
41
SAM Advisors
California
$359K -$15M -334,036 -98%
IWN
42
Independent Wealth Network
Iowa
$322K +$32.9K +733 +11%
OMC
43
Old Mission Capital
Illinois
$296K -$5.65K -126 -2%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$274K -$40.2K -897 -12%
DAS
45
Dynamic Advisor Solutions
Arizona
$239K +$252K +5,634 New
MML Investors Services
46
MML Investors Services
Massachusetts
$232K +$245K +5,465 New
AWM
47
Avior Wealth Management
Nebraska
$225K -$156K -3,486 -40%
WMS
48
Wealth Management Solutions
Pennsylvania
$210K -$221K -4,939 -50%
CAWM
49
Capital Advisors Wealth Management
Washington
$210K +$222K +4,947 New
AFAS
50
Acorn Financial Advisory Services
Virginia
$208K -$15.3K -342 -7%
1
2
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BBHY Hedge Fund Activity: Q3 2022 in Review

69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2022, worth a combined $314M — down 11% from $354M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BBHY and 7 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was Gradient Investments, adding an estimated $13.3M. The largest seller was SAM Advisors, cutting an estimated $15M.

  • 69 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $314M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $13.3M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2022 was SAM Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2022.