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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

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

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $841M → $995M (+$154M)

0% more funds holding

Funds holding: 103 → 103 (0)

4.01% less ownership

Funds ownership: 93.87% → 89.87% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
1.49%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$38.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$36.2M
3
LPL Financial
LPL Financial
California
+$24.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.1M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
DAS
Dynamic Advisor Solutions
Arizona
-$10.3M
2
FFA
Founders Financial Alliance
North Carolina
-$4.21M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.25M
4
AR
Apeiron RIA
Texas
-$1.87M
5
PA
PFG Advisors
Arizona
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$145K +3,187 +8%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.98M – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$1.98M +$292K +6,405 +17%
SB
31
Simmons Bank
Arkansas
$1.83M -$217K -4,757 -11%
VF
32
Vawter Financial
Ohio
$1.8M +$225K +4,926 +14%
MPWT
33
MassMutual Private Wealth & Trust
Connecticut
$1.63M +$428K +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 +$1.49M +32,690 New
AFG
36
Albion Financial Group
Utah
$1.4M +$59.1K +1,295 +4%
CW
37
CreativeOne Wealth
Kansas
$1.32M +$277K +6,069 +26%
IWC
38
Integrated Wealth Concepts
Massachusetts
$1.32M +$751K +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 -$3.25M -71,235 -78%
RJA
42
Raymond James & Associates
Florida
$778K -$124K -2,728 -14%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$740K +$274K +6,006 +59%
LFG
44
Lockerman Financial Group
California
$738K +$261K +5,718 +55%
WWA
45
WCG Wealth Advisors
Nevada
$721K +$224K +4,911 +45%
WF
46
Wayfinding Financial
Washington
$622K -$1.55K -34 -0.2%
IWN
47
Independent Wealth Network
Iowa
$554K -$1.82K -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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BBHY Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2024, worth a combined $995M — up 18% from $841M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBHY positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $38.9M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $10.3M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $995M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2024 and 9 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2024 was Bank of America, an estimated $38.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2024 was Dynamic Advisor Solutions, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2024.