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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

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
Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.06%
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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$15.9M
2
BlackRock
BlackRock
New York
$3.84M
3
OMC
Old Mission Capital
Illinois
$2.77M
4
DAS
Dynamic Advisor Solutions
Arizona
$5.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
GCM
Gallacher Capital Management
Colorado
$0
3
CW
CreativeOne Wealth
Kansas
$207K
4
VWA
Visionary Wealth Advisors
Illinois
$915K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.27M +$36.5K +819 +3%
AFG
27
Albion Financial Group
Utah
$1.17M -$95K -2,130 -8%
Lido Advisors
28
Lido Advisors
California
$1.04M -$70.8K -1,587 -6%
VWA
29
Visionary Wealth Advisors
Illinois
$915K -$1.8M -40,263 -66%
DT
30
Daniels + Tansey
Delaware
$878K -$2.54K -57 -0.3%
Morgan Stanley
31
Morgan Stanley
New York
$814K +$88.9K +1,993 +12%
LA
32
Lane & Associates
New Jersey
$788K -$139K -3,115 -15%
VF
33
Vawter Financial
Ohio
$754K +$189K +4,238 +33%
KWA
34
KCS Wealth Advisory
California
$753K -$16.3K -366 -2%
PAS
35
Park Avenue Securities
New York
$713K +$713K +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 +$30.5K +683 +6%
IWN
39
Independent Wealth Network
Iowa
$398K +$80.2K +1,797 +25%
BBNB
40
Baker Boyer National Bank
Washington
$388K – – –
AWA
41
Acorn Wealth Advisors
Michigan
$320K -$16.4K -368 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$315K +$34.5K +772 +12%
CCFCSB
43
Cape Cod Five Cents Savings Bank
Massachusetts
$299K -$6.25K -140 -2%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$278K +$24.3K +544 +10%
CAL
45
Capital Analysts LLC
Pennsylvania
$240K +$6.79K +152 +3%
MHR
46
Matthew Hamilton Rosenberg
$227K +$180K +4,025 +382%
IWC
47
Integrated Wealth Concepts
Massachusetts
$220K +$220K +4,926 New
CW
48
CreativeOne Wealth
Kansas
$207K -$1.8M -40,482 -90%
AR
49
Apeiron RIA
Texas
$202K – – –
AssetMark Inc
50
AssetMark Inc
California
$125K -$5.26K -118 -4%
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