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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

67 hedge funds and large institutions have $308M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $304M → $308M (+$4.26M)

0.3% more ownership

Funds ownership: 94.68%94.97% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

7% less funds holding

Funds holding: 7267 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
23
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.27M +$36.3K +819 +3%
AFG
27
Albion Financial Group
Utah
$1.17M -$94.4K -2,130 -8%
Lido Advisors
28
Lido Advisors
California
$1.04M -$70.3K -1,587 -6%
VWA
29
Visionary Wealth Advisors
Illinois
$915K -$1.78M -40,263 -66%
DT
30
Daniels + Tansey
Delaware
$878K -$2.53K -57 -0.3%
Morgan Stanley
31
Morgan Stanley
New York
$814K +$88.3K +1,993 +12%
LA
32
Lane & Associates
New Jersey
$788K -$138K -3,115 -15%
VF
33
Vawter Financial
Ohio
$754K +$188K +4,238 +33%
KWA
34
KCS Wealth Advisory
California
$753K -$16.2K -366 -2%
PAS
35
Park Avenue Securities
New York
$713K +$708K +15,981 New
RJT
36
Raymond James Trust
Florida
$550K
GL
37
Graypoint LLC
New York
$546K -$114K -2,562 -17%
RJA
38
Raymond James & Associates
Florida
$519K +$30.3K +683 +6%
IWN
39
Independent Wealth Network
Iowa
$398K +$79.6K +1,797 +25%
BBNB
40
Baker Boyer National Bank
Washington
$388K
AWA
41
Acorn Wealth Advisors
Michigan
$320K -$16.3K -368 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$315K +$34.2K +772 +12%
CCFCSB
43
Cape Cod Five Cents Savings Bank
Massachusetts
$299K -$6.2K -140 -2%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$278K +$24.1K +544 +10%
CAL
45
Capital Analysts LLC
Pennsylvania
$240K +$6.74K +152 +3%
MHR
46
Matthew Hamilton Rosenberg
$227K +$178K +4,025 +382%
IWC
47
Integrated Wealth Concepts
Massachusetts
$220K +$218K +4,926 New
CW
48
CreativeOne Wealth
Kansas
$207K -$1.79M -40,482 -90%
AR
49
Apeiron RIA
Texas
$202K
AssetMark Inc
50
AssetMark Inc
California
$125K -$5.23K -118 -4%

BBHY Hedge Fund Activity: Q2 2023 in Review

67 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2023, worth a combined $308M — up 1.4% from $304M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BBHY and 4 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.26M sold.

  • 67 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2023, down from 72 in Q1 2023.
  • Funds reported $308M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2023, up 1.4% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of -5 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $12M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2023 was Citadel Advisors, an estimated $7.26M sold.

Based on aggregated 13F filings for Q2 2023.