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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

103 hedge funds and large institutions have $841M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

87% more capital invested

Capital invested by funds: $450M → $841M (+$392M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 100 → 103 (+3)

1.73% more ownership

Funds ownership: 92.15% → 93.87% (+1.7%)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
53
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$366M
2
BlackRock
BlackRock
New York
+$7.09M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.93M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.54M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.46M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.18M
3
Goldman Sachs
Goldman Sachs
New York
-$4.37M
4
Jane Street
Jane Street
New York
-$1.72M
5
GGS
Galvin Gaustad & Stein
Arizona
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
26
MN Wealth Advisors
Kansas
$2.08M +$166K +3,622 +9%
SB
27
Simmons Bank
Arkansas
$2.06M -$141K -3,071 -6%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$2M – – –
OMC
29
Old Mission Capital
Illinois
$1.98M +$1.96M +42,828 New
MFG
30
Menard Financial Group
Texas
$1.94M +$1.93M +42,083 New
AR
31
Apeiron RIA
Texas
$1.87M +$1.24M +26,980 +200%
PA
32
PFG Advisors
Arizona
$1.85M +$149K +3,252 +9%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.79M +$186K +4,060 +12%
PAS
34
Park Avenue Securities
New York
$1.72M +$245K +5,337 +17%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.7M -$5.18M -113,011 -75%
VF
36
Vawter Financial
Ohio
$1.59M +$217K +4,734 +16%
WGCA
37
Wolf Group Capital Advisors
Virginia
$1.4M – – –
AFG
38
Albion Financial Group
Utah
$1.35M +$81.9K +1,785 +6%
CAN
39
Cetera Advisor Networks
California
$1.34M +$196K +4,271 +17%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$1.21M +$54.8K +1,194 +5%
Lido Advisors
41
Lido Advisors
California
$1.13M +$367K +8,011 +49%
CW
42
CreativeOne Wealth
Kansas
$1.06M +$156K +3,390 +17%
RJA
43
Raymond James & Associates
Florida
$912K +$260K +5,671 +40%
Creative Planning
44
Creative Planning
Kansas
$629K -$252K -5,488 -29%
WF
45
Wayfinding Financial
Washington
$623K +$257K +5,608 +70%
IWC
46
Integrated Wealth Concepts
Massachusetts
$574K -$14.6K -319 -3%
IWN
47
Independent Wealth Network
Iowa
$562K +$4.08K +89 +0.7%
GL
48
Graypoint LLC
New York
$507K +$103K +2,235 +26%
WWA
49
WCG Wealth Advisors
Nevada
$501K – – –
LFG
50
Lockerman Financial Group
California
$481K -$229 -5 -0%
1
2
3 4 5

BBHY Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2024, worth a combined $841M — up 87% from $450M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 23 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $366M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $841M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2024, up 87% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2024 and 10 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $366M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.