JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
56 hedge funds and large institutions have $162M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
56% more capital invested
Capital invested by funds: $104M → $162M (+$58.4M)
4% more funds holding
Funds holding: 54 → 56 (+2)
0.01% less ownership
Funds ownership: 73.96% → 73.95% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$8.09M |
| 4 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
+$7.92M |
| 5 |
AssetMark Inc
Concord,
California
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$4.96M |
| 2 |
Jane Street
New York
|
-$1.95M |
| 3 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
-$1.44M |
| 4 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$296K |
| 5 |
GL
Graypoint LLC
Albany,
New York
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10K | – | – | – |
|
|
AIM
52
Astor Investment Management
Chicago,
Illinois
| $6K | +$6.93K | +138 | New |
|
|
LFG
53
Larson Financial Group
St Louis,
Missouri
| $4K | +$1.96K | +39 | +126% |
|
|
WEC
54
Winslow Evans & Crocker
Boston,
Massachusetts
| $3K | – | – | – |
|
|
SFS
55
Sowell Financial Services
North Little Rock,
Arkansas
| $3K | +$50 | +1 | +2% |
|
|
GL
56
Graypoint LLC
Albany,
New York
| – | -$277K | -5,703 | Closed |
|
|
OPS
57
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$26K | -544 | Closed |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| – | -$21K | -429 | Closed |
|
BBHY Hedge Fund Activity: Q3 2020 in Review
56 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2020, worth a combined $162M — up 56% from $104M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BBHY positions and 3 closed out — a net gain of 4 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Condor Capital Management, opening a new position worth an estimated $12M. The largest seller was Flow Traders U.S., cutting an estimated $4.96M.
- 56 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2020, up from 54 in Q2 2020.
- Funds reported $162M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2020, up 56% quarter-over-quarter.
- 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2020 and 3 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2020 was Condor Capital Management, an estimated $12M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2020 was Flow Traders U.S., an estimated $4.96M sold.
Based on aggregated 13F filings for Q3 2020.