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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

75 hedge funds and large institutions have $339M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 6975 (+6)

8% more capital invested

Capital invested by funds: $314M → $339M (+$25M)

6.44% more ownership

Funds ownership: 81.39%87.84% (+6.4%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
26
Wolf Group Capital Advisors
Virginia
$1.38M +$141K +3,224 +11%
DAS
27
Dynamic Advisor Solutions
Arizona
$1.18M +$937K +21,382 +380%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.12M +$878K +20,036 +367%
AFG
29
Albion Financial Group
Utah
$1.1M +$229K +5,235 +26%
Lido Advisors
30
Lido Advisors
California
$1.06M -$16.5K -376 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.03M -$1.72M -39,229 -63%
LA
32
Lane & Associates
New Jersey
$1.01M +$1.01M +23,092 New
CCFCSB
33
Cape Cod Five Cents Savings Bank
Massachusetts
$971K +$971K +22,153 New
GM
34
GeoWealth Management
Illinois
$965K +$30.9K +706 +3%
KWA
35
KCS Wealth Advisory
California
$780K +$70.5K +1,608 +10%
Morgan Stanley
36
Morgan Stanley
New York
$759K -$202K -4,598 -21%
GL
37
Graypoint LLC
New York
$584K -$126K -2,881 -18%
VF
38
Vawter Financial
Ohio
$554K +$554K +12,637 New
RJT
39
Raymond James Trust
Florida
$541K -$15.3K -349 -3%
AC
40
Avestar Capital
New York
$518K +$515K +11,756 New
SC
41
Slow Capital
California
$475K +$31.9K +728 +7%
RJA
42
Raymond James & Associates
Florida
$470K -$12.2K -279 -3%
DF
43
Donoghue Forlines
Massachusetts
$462K -$46.9K -1,070 -9%
BBNB
44
Baker Boyer National Bank
Washington
$381K
AWA
45
Acorn Wealth Advisors
Michigan
$340K -$48.7K -1,111 -13%
IWN
46
Independent Wealth Network
Iowa
$331K -$2.06K -47 -0.6%
PAS
47
Park Avenue Securities
New York
$313K +$313K +7,148 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$284K -$338K -7,701 -54%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$248K -$34.9K -796 -12%
CAWM
50
Capital Advisors Wealth Management
Washington
$245K +$27.9K +636 +13%

BBHY Hedge Fund Activity: Q4 2022 in Review

75 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2022, worth a combined $339M — up 8% from $314M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $21.9M. The largest seller was Rainey & Randall Wealth Advisors, exiting entirely with an estimated $14.6M sold.

  • 75 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $339M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2022, up 8% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2022 was State of New Jersey Common Pension Fund D, an estimated $21.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2022 was Rainey & Randall Wealth Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2022.