We are live on ! Find out more
BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

72 hedge funds and large institutions have $304M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.84% more ownership

Funds ownership: 87.84% → 94.68% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

4% less funds holding

Funds holding: 75 → 72 (-3)

10% less capital invested

Capital invested by funds: $339M → $304M (-$35M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$26.6M
2
GVAG
Great Valley Advisor Group
Delaware
+$17.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$7.21M
4
DAS
Dynamic Advisor Solutions
Arizona
+$2.01M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$58.1M
2
GI
Gradient Investments
Minnesota
-$17.7M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$11.2M
4
CCM
Condor Capital Management
New Jersey
-$4.48M
5
SB
Simmons Bank
Arkansas
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
WGCA
26
Wolf Group Capital Advisors
Virginia
$1.34M -$81.3K -1,822 -6%
AFG
27
Albion Financial Group
Utah
$1.27M +$142K +3,190 +13%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.25M +$98.4K +2,206 +9%
PA
29
PFG Advisors
Arizona
$1.13M +$1.12M +25,108 New
Lido Advisors
30
Lido Advisors
California
$1.12M +$23.8K +534 +2%
LA
31
Lane & Associates
New Jersey
$934K -$103K -2,311 -10%
DT
32
Daniels + Tansey
Delaware
$887K +$880K +19,737 New
MCM
33
MAI Capital Management
Ohio
$879K +$873K +19,572 New
GM
34
GeoWealth Management
Illinois
$807K -$182K -4,081 -19%
KWA
35
KCS Wealth Advisory
California
$775K -$24.8K -555 -3%
Morgan Stanley
36
Morgan Stanley
New York
$730K -$46.8K -1,049 -6%
GL
37
Graypoint LLC
New York
$665K +$65.5K +1,468 +11%
VF
38
Vawter Financial
Ohio
$569K +$1.43K +32 +0.3%
RJT
39
Raymond James Trust
Florida
$554K – – –
RJA
40
Raymond James & Associates
Florida
$492K +$10.2K +229 +2%
BBNB
41
Baker Boyer National Bank
Washington
$391K – – –
AWA
42
Acorn Wealth Advisors
Michigan
$339K -$9.46K -212 -3%
IWN
43
Independent Wealth Network
Iowa
$321K -$18.4K -413 -5%
CCFCSB
44
Cape Cod Five Cents Savings Bank
Massachusetts
$308K -$683K -15,306 -69%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$282K -$9.37K -210 -3%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$255K +$714 +16 +0.3%
CAL
47
Capital Analysts LLC
Pennsylvania
$235K +$10.6K +238 +5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$224K -$822K -18,435 -79%
AR
49
Apeiron RIA
Texas
$203K +$202K +4,520 New
FMP
50
Financial Management Professionals
Texas
$189K +$187K +4,200 New
1
2
3 4

BBHY Hedge Fund Activity: Q1 2023 in Review

72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2023, worth a combined $304M — down 10% from $339M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BBHY and 9 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $26.6M. The largest seller was JP Morgan Chase, cutting an estimated $58.1M.

  • 72 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2023, down from 75 in Q4 2022.
  • Funds reported $304M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2023 and 12 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $26.6M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $58.1M sold.

Based on aggregated 13F filings for Q1 2023.