We are live on ! Find out more
BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

110 hedge funds and large institutions have $425M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

1.25% more ownership

Funds ownership: 69.94%71.2% (+1.3%)

1% more funds holding

Funds holding: 109110 (+1)

12% less capital invested

Capital invested by funds: $483M → $425M (-$58.2M)

35% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 49

Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Albion Financial Group
Utah
$2.24M +$96.2K +2,075 +4%
IPAM
27
Investment Partners Asset Management
New Jersey
$2.14M +$31K +668 +1%
UBS AM
28
UBS AM
Illinois
$2.01M +$2.03M +43,860 New
MFG
29
Menard Financial Group
Texas
$1.9M +$25.6K +552 +1%
PAS
30
Park Avenue Securities
New York
$1.67M +$30.6K +659 +2%
CW
31
CreativeOne Wealth
Kansas
$1.54M -$184K -3,978 -11%
PS
32
Portfolio Strategies
New York
$1.48M
Cerity Partners
33
Cerity Partners
New York
$1.34M +$27.6K +596 +2%
SPC
34
Sigma Planning Corp
Michigan
$1.11M +$17.7K +382 +2%
NWM
35
Nolet Wealth Management
Texas
$1.08M
MML Investors Services
36
MML Investors Services
Massachusetts
$1.05M -$724K -15,615 -40%
5W
37
5T Wealth
California
$1.03M -$471K -10,153 -31%
IWC
38
Integrated Wealth Concepts
Massachusetts
$940K +$145K +3,134 +18%
SB
39
Simmons Bank
Arkansas
$803K -$260K -5,615 -24%
Lido Advisors
40
Lido Advisors
California
$773K -$332K -7,155 -30%
DAS
41
Dynamic Advisor Solutions
Arizona
$763K +$233K +5,016 +43%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$755K -$44.9K -968 -6%
MWA
43
MN Wealth Advisors
Kansas
$740K -$560K -12,084 -43%
GVAG
44
Great Valley Advisor Group
Delaware
$605K +$117K +2,526 +24%
IWN
45
Independent Wealth Network
Iowa
$592K +$599K +12,921 New
BCA
46
Bay Colony Advisors
Massachusetts
$584K -$192K -4,137 -25%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$550K -$50.3K -1,085 -8%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$543K -$30.6K -659 -5%
LEA
49
Legacy Edge Advisors
New York
$529K +$535K +11,543 New
MF
50
Midwestern Financial
Iowa
$498K +$7.09K +153 +1%