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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

89 hedge funds and large institutions have $419M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

36% more capital invested

Capital invested by funds: $308M → $419M (+$111M)

33% more funds holding

Funds holding: 67 → 89 (+22)

4.4% less ownership

Funds ownership: 94.97% → 90.57% (-4.4%)

Holders
89
Holders Change
+22
Holders Change %
+32.84%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
35
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$26.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11.7M
3
Morgan Stanley
Morgan Stanley
New York
+$11.5M
4
Bank of America
Bank of America
North Carolina
+$10.8M
5
AssetMark Inc
AssetMark Inc
California
+$7.58M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$33.2M
2
GLLW
Graves Light Lenhart Wealth
Virginia
-$1.35M
3
GGS
Galvin Gaustad & Stein
Arizona
-$863K
4
SB
Simmons Bank
Arkansas
-$489K
5
VWA
Visionary Wealth Advisors
Illinois
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Mission Wealth Management
California
$2.82M +$54.5K +1,228 +2%
OMC
27
Old Mission Capital
Illinois
$2.81M +$84.1K +1,893 +3%
GGS
28
Galvin Gaustad & Stein
Arizona
$2.63M -$863K -19,433 -25%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$2.52M -$414K -9,321 -14%
SB
30
Simmons Bank
Arkansas
$2.46M -$489K -11,015 -16%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.9M – – –
WGCA
32
Wolf Group Capital Advisors
Virginia
$1.48M +$106K +2,392 +8%
PA
33
PFG Advisors
Arizona
$1.46M +$178K +4,011 +14%
PAS
34
Park Avenue Securities
New York
$1.4M +$709K +15,965 +100%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.3M +$44.6K +1,005 +4%
AFG
36
Albion Financial Group
Utah
$1.24M +$91.3K +2,055 +8%
Lido Advisors
37
Lido Advisors
California
$927K -$93.7K -2,109 -9%
CAN
38
Cetera Advisor Networks
California
$920K +$932K +20,974 New
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$849K +$860K +19,357 New
CW
40
CreativeOne Wealth
Kansas
$836K +$640K +14,400 +310%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$789K -$1.35M -30,363 -62%
TGAM
42
TBH Global Asset Management
Tennessee
$765K +$774K +17,434 New
VF
43
Vawter Financial
Ohio
$699K -$42.9K -966 -6%
LA
44
Lane & Associates
New Jersey
$693K -$83.4K -1,877 -11%
AR
45
Apeiron RIA
Texas
$593K +$400K +9,000 +199%
CCFCSB
46
Cape Cod Five Cents Savings Bank
Massachusetts
$589K +$298K +6,707 +100%
RJT
47
Raymond James Trust
Florida
$541K – – –
RJA
48
Raymond James & Associates
Florida
$530K +$19.9K +449 +4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$523K +$530K +11,922 New
GL
50
Graypoint LLC
New York
$484K -$53.5K -1,204 -10%
1
2
3 4

BBHY Hedge Fund Activity: Q3 2023 in Review

89 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2023, worth a combined $419M — up 36% from $308M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBHY positions and 3 closed out — a net gain of 22 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.8M. The largest seller was Jane Street, cutting an estimated $33.2M.

  • 89 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $419M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2023, up 36% quarter-over-quarter.
  • 25 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2023 and 3 closed out, a net change of +22 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2023 was LPL Financial, an estimated $26.8M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $33.2M sold.

Based on aggregated 13F filings for Q3 2023.