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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

97 hedge funds and large institutions have $405M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.2% more ownership

Funds ownership: 58.6%74.8% (+16%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 9997 (-2)

27% less capital invested

Capital invested by funds: $553M → $405M (-$147M)

54% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 48

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
48
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$2.09M -$145K -3,176 -7%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$2.02M
MFG
28
Menard Financial Group
Texas
$1.98M -$67.6K -1,482 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.59M -$1.33M -29,118 -46%
Jane Street
30
Jane Street
New York
$1.55M +$1.52M +33,305 New
SB
31
Simmons Bank
Arkansas
$1.44M -$93.8K -2,056 -6%
CW
32
CreativeOne Wealth
Kansas
$1.42M -$656K -14,384 -32%
PAS
33
Park Avenue Securities
New York
$1.21M -$3.3M -72,315 -74%
MWA
34
MN Wealth Advisors
Kansas
$1.19M -$1.39M -30,409 -54%
WWA
35
WCG Wealth Advisors
Nevada
$1.12M -$45.8K -1,004 -4%
GL
36
Graypoint LLC
New York
$1.07M -$287K -6,292 -21%
Lido Advisors
37
Lido Advisors
California
$1.07M -$692K -15,171 -40%
5W
38
5T Wealth
California
$902K -$571K -12,505 -39%
SPC
39
Sigma Planning Corp
Michigan
$860K +$60K +1,316 +8%
IWC
40
Integrated Wealth Concepts
Massachusetts
$830K -$154K -3,365 -16%
Goldman Sachs
41
Goldman Sachs
New York
$699K +$683K +14,978 New
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$562K -$703K -15,415 -56%
DAS
43
Dynamic Advisor Solutions
Arizona
$545K +$115K +2,519 +27%
MCM
44
MAI Capital Management
Ohio
$486K -$50.2K -1,100 -10%
MF
45
Midwestern Financial
Iowa
$486K +$475K +10,414 New
PS
46
Principal Securities
Iowa
$455K +$422K +9,249 +1,821%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$450K +$419K +9,186 +1,975%
GVAG
48
Great Valley Advisor Group
Delaware
$385K -$24.3M -532,947 -98%
LFG
49
Lockerman Financial Group
California
$368K -$394K -8,625 -52%
BOC
50
Blue Oak Capital
California
$355K -$2.97M -65,051 -90%

BBHY Hedge Fund Activity: Q2 2025 in Review

97 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2025, worth a combined $405M — down 27% from $553M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BBHY and 15 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 22 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.95M. The largest seller was Great Valley Advisor Group, cutting an estimated $24.3M.

  • 97 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2025, down from 99 in Q1 2025.
  • Funds reported $405M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2025, down 27% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2025 was Citadel Advisors, an estimated $4.95M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2025 was Great Valley Advisor Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2025.