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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

103 hedge funds and large institutions have $995M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
52
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$552M
3
LPL Financial
3
LPL Financial
California
$67.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.2M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$25.6M

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$1.14M
2
FFA
2
Founders Financial Alliance
North Carolina
$13K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$905K
4
AR
4
Apeiron RIA
Texas
$0
5
PA
5
PFG Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IPAM
26
Investment Partners Asset Management
New Jersey
$2.13M – – –
OPAM
27
Ocean Park Asset Management
California
$2.08M – – –
MFG
28
Menard Financial Group
Texas
$2.07M +$146K +3,187 +8%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.98M – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$1.98M +$293K +6,405 +17%
SB
31
Simmons Bank
Arkansas
$1.83M -$218K -4,757 -11%
VF
32
Vawter Financial
Ohio
$1.8M +$225K +4,926 +14%
MPWT
33
MassMutual Private Wealth & Trust
Connecticut
$1.63M +$429K +9,381 +36%
WGCA
34
Wolf Group Capital Advisors
Virginia
$1.55M +$116K +2,540 +8%
TGAM
35
TBH Global Asset Management
Tennessee
$1.5M +$1.5M +32,690 New
AFG
36
Albion Financial Group
Utah
$1.4M +$59.2K +1,295 +4%
CW
37
CreativeOne Wealth
Kansas
$1.33M +$278K +6,069 +26%
IWC
38
Integrated Wealth Concepts
Massachusetts
$1.32M +$753K +16,469 +132%
DAS
39
Dynamic Advisor Solutions
Arizona
$1.14M -$10.3M -226,277 -90%
Lido Advisors
40
Lido Advisors
California
$1.1M -$19.5K -427 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$905K -$3.26M -71,235 -78%
RJA
42
Raymond James & Associates
Florida
$778K -$125K -2,728 -14%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$740K +$275K +6,006 +59%
LFG
44
Lockerman Financial Group
California
$738K +$262K +5,718 +55%
WWA
45
WCG Wealth Advisors
Nevada
$721K +$225K +4,911 +45%
WF
46
Wayfinding Financial
Washington
$622K -$1.56K -34 -0.2%
IWN
47
Independent Wealth Network
Iowa
$554K -$1.83K -40 -0.3%
AG
48
Ascent Group
Virginia
$538K +$109K +2,391 +26%
GM
49
GeoWealth Management
Illinois
$533K +$145K +3,172 +37%
GL
50
Graypoint LLC
New York
$532K +$29.7K +650 +6%
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