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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

105 hedge funds and large institutions have $790M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

6% more funds holding

Funds holding: 99105 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.19% less ownership

Funds ownership: 88.89%85.7% (-3.2%)

33% less capital invested

Capital invested by funds: $1.19B → $790M (-$397M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
29
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$2.42M -$16M -342,958 -87%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$2.25M -$29.8K -638 -1%
IPAM
28
Investment Partners Asset Management
New Jersey
$2.15M +$5K +107 +0.2%
OPAM
29
Ocean Park Asset Management
California
$2.09M
MFG
30
Menard Financial Group
Texas
$2.03M -$8.41K -180 -0.4%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.99M +$2.29K +49 +0.1%
CW
32
CreativeOne Wealth
Kansas
$1.99M +$83.7K +1,793 +4%
Raymond James Financial
33
Raymond James Financial
Florida
$1.9M +$1.92M +41,178 New
Osaic Holdings
34
Osaic Holdings
Arizona
$1.77M -$132K -2,821 -7%
5W
35
5T Wealth
California
$1.73M +$1.76M +37,586 New
Lido Advisors
36
Lido Advisors
California
$1.57M +$430K +9,214 +37%
SB
37
Simmons Bank
Arkansas
$1.56M -$182K -3,895 -10%
VWA
38
Visionary Wealth Advisors
Illinois
$1.46M +$1.48M +31,639 New
WGCA
39
Wolf Group Capital Advisors
Virginia
$1.4M
AFG
40
Albion Financial Group
Utah
$1.37M -$63.3K -1,355 -4%
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$1.29M -$314K -6,728 -19%
GL
42
Graypoint LLC
New York
$1.23M +$379K +8,109 +43%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$1.09M +$63K +1,348 +6%
IWC
44
Integrated Wealth Concepts
Massachusetts
$995K -$102K -2,177 -9%
Renaissance Technologies
45
Renaissance Technologies
New York
$972K -$248K -5,300 -20%
WWA
46
WCG Wealth Advisors
Nevada
$895K -$15.8K -338 -2%
LFG
47
Lockerman Financial Group
California
$694K -$76.3K -1,634 -10%
WF
48
Wayfinding Financial
Washington
$690K -$31.1K -665 -4%
SPC
49
Sigma Planning Corp
Michigan
$585K +$195K +4,181 +49%
DAS
50
Dynamic Advisor Solutions
Arizona
$579K +$747 +16 +0.1%

BBHY Hedge Fund Activity: Q4 2024 in Review

105 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2024, worth a combined $790M — down 33% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBHY positions and 10 closed out — a net gain of 10 holders — while 29 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $5.7M. The largest seller was JP Morgan Chase, cutting an estimated $313M.

  • 105 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $790M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2024, down 33% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $5.7M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2024.