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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

99 hedge funds and large institutions have $1.19B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

19% more capital invested

Capital invested by funds: $995M → $1.19B (+$192M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 89.87%88.89% (-0.98%)

4% less funds holding

Funds holding: 10399 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
46
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$2.32M -$3.38M -72,777 -60%
IPAM
27
Investment Partners Asset Management
New Jersey
$2.21M
OPAM
28
Ocean Park Asset Management
California
$2.15M
MFG
29
Menard Financial Group
Texas
$2.1M -$44.6K -960 -2%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$2.05M
CW
31
CreativeOne Wealth
Kansas
$1.96M +$581K +12,493 +43%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.95M -$91.2K -1,962 -5%
SB
33
Simmons Bank
Arkansas
$1.79M -$104K -2,237 -6%
MPWT
34
MassMutual Private Wealth & Trust
Connecticut
$1.65M -$40.6K -873 -2%
AFG
35
Albion Financial Group
Utah
$1.48M +$25.6K +550 +2%
WGCA
36
Wolf Group Capital Advisors
Virginia
$1.4M -$118K -2,540 -8%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.25M +$1.23M +26,400 New
Lido Advisors
38
Lido Advisors
California
$1.17M +$33.3K +717 +3%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.13M -$239K -5,132 -18%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$1.06M +$290K +6,234 +39%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$958K +$20.7K +446 +2%
WWA
42
WCG Wealth Advisors
Nevada
$936K +$186K +4,006 +25%
GL
43
Graypoint LLC
New York
$884K +$327K +7,032 +60%
LFG
44
Lockerman Financial Group
California
$791K +$26.5K +570 +4%
RJA
45
Raymond James & Associates
Florida
$771K -$33.7K -725 -4%
WF
46
Wayfinding Financial
Washington
$736K +$90.5K +1,946 +14%
TGAM
47
TBH Global Asset Management
Tennessee
$616K -$915K -19,687 -60%
DAS
48
Dynamic Advisor Solutions
Arizona
$595K -$574K -12,352 -50%
Citadel Advisors
49
Citadel Advisors
Florida
$547K +$537K +11,549 New
GM
50
GeoWealth Management
Illinois
$532K -$18.7K -402 -3%

BBHY Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2024, worth a combined $1.19B — up 19% from $995M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BBHY and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 46 added.

The largest buyer was JP Morgan Chase, adding an estimated $120M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.89M sold.

  • 99 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2024, down from 103 in Q2 2024.
  • Funds reported $1.19B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 10 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $120M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2024.