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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

71 hedge funds and large institutions have $1.5B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more capital invested

Capital invested by funds: $408M → $1.5B (+$1.09B)

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

9.1% more ownership

Funds ownership: 82.94% → 92.04% (+9.1%)

8% more funds holding

Funds holding: 66 → 71 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
30
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.02B
2
Jane Street
Jane Street
New York
+$26M
3
GI
Gradient Investments
Minnesota
+$18.1M
4
RRWA
Rainey & Randall Wealth Advisors
Florida
+$13.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.78M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.33M
2
MWM
Mission Wealth Management
California
-$3.06M
3
GM
GeoWealth Management
Illinois
-$2.13M
4
FTUS
Flow Traders U.S.
New York
-$1.43M
5
PWPS
Pinnacle Wealth Planning Services
Ohio
-$544K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$295K +$296K +5,715 New
ECA
52
Elevated Capital Advisors
Utah
$278K -$12.3K -237 -4%
AFAS
53
Acorn Financial Advisory Services
Virginia
$247K -$5.02K -97 -2%
IAP
54
Indie Asset Partners
Indiana
$222K +$223K +4,300 New
Wells Fargo
55
Wells Fargo
California
$217K +$46.5K +899 +27%
AIC
56
Ameritas Investment Company
Nebraska
$121K +$122K +2,348 New
CAL
57
Capital Analysts LLC
Pennsylvania
$114K +$74K +1,429 +182%
PWM
58
Prentice Wealth Management
New York
$98K +$98.8K +1,909 New
GWM
59
Geneos Wealth Management
Colorado
$66K -$725 -14 -1%
JWM
60
Janiczek Wealth Management
Colorado
$51K +$51.7K +998 New
SPIA
61
Steward Partners Investment Advisory
New York
$28.8K +$28.9K +559 New
HI
62
Harbour Investments
Wisconsin
$25K +$24.9K +482 New
MWM
63
Mascoma Wealth Management
New Hampshire
$12K +$12.5K +241 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
UBS Group
65
UBS Group
Switzerland
$10K +$1.4K +27 +17%
FHA
66
First Horizon Advisors
Tennessee
$7K +$7.82K +151 New
LFG
67
Larson Financial Group
Missouri
$6K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$3K – – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$1K +$1.03K +20 New
BFC
70
Bedel Financial Consulting
Indiana
$1K +$1.4K +27 New
SIS
71
Sound Income Strategies
Florida
$825 +$828 +16 New
GM
72
GeoWealth Management
Illinois
– -$2.13M -40,965 Closed
FTUS
73
Flow Traders U.S.
New York
– -$1.43M -27,579 Closed
Bank of New York Mellon
74
Bank of New York Mellon
New York
– -$541K -10,429 Closed
SS
75
Simplicity Solutions
Minnesota
– -$364K -7,016 Closed
1 2
3
4

BBHY Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2021, worth a combined $1.5B — up 268% from $408M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBHY positions and 13 closed out — a net gain of 7 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Susquehanna International Group, cutting an estimated $4.33M.

  • 71 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2021, up from 66 in Q4 2020.
  • Funds reported $1.5B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2021, up 268% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2021 and 13 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2021 was Susquehanna International Group, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2021.