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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

74 hedge funds and large institutions have $1.49B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 70 → 74 (+4)

0.33% more ownership

Funds ownership: 92.39% → 92.72% (+0.33%)

1% less capital invested

Capital invested by funds: $1.51B → $1.49B (-$20.9M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
32
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.41M
2
GI
Gradient Investments
Minnesota
+$5.23M
3
Morgan Stanley
Morgan Stanley
New York
+$4.59M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.18M
5
CI
Conning Inc
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$36.2M
2
Bank of America
Bank of America
North Carolina
-$5.85M
3
AssetMark Inc
AssetMark Inc
California
-$5.67M
4
CW
CreativeOne Wealth
Kansas
-$2.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
51
Vestmark Advisory Solutions
Massachusetts
$361K +$362K +6,939 New
IWN
52
Independent Wealth Network
Iowa
$359K +$361K +6,927 New
AFAS
53
Acorn Financial Advisory Services
Virginia
$346K +$91.1K +1,745 +36%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$19.7K +377 +6%
SWP
55
Summit Wealth Partners
Florida
$323K – – –
IAP
56
Indie Asset Partners
Indiana
$224K – – –
ECA
57
Elevated Capital Advisors
Utah
$220K +$220K +4,225 New
Wells Fargo
58
Wells Fargo
California
$219K -$5.11K -98 -2%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$217K +$4.91K +94 +2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$176K -$173K -3,309 -49%
CAL
61
Capital Analysts LLC
Pennsylvania
$169K -$6.68K -128 -4%
PWM
62
Prentice Wealth Management
New York
$100K – – –
GWM
63
Geneos Wealth Management
Colorado
$64K -$23K -441 -26%
JWM
64
Janiczek Wealth Management
Colorado
$52K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$29K – – –
HI
66
Harbour Investments
Wisconsin
$25K +$157 +3 +0.6%
HA
67
Herold Advisors
New York
$15K +$15.1K +290 New
MWM
68
Mascoma Wealth Management
New Hampshire
$13K +$12.6K +241 New
MHR
69
Matthew Hamilton Rosenberg
$13K +$12.7K +243 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
AIM
71
Astor Investment Management
Illinois
$7K – – –
FHA
72
First Horizon Advisors
Tennessee
$7K – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$3K – – –
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$1K – – –
TCM
75
Tuttle Capital Management
Connecticut
– -$398K -7,600 Closed
1 2
3
4

BBHY Hedge Fund Activity: Q3 2021 in Review

74 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2021, worth a combined $1.49B — down 1.4% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BBHY positions and 3 closed out — a net gain of 5 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $8.41M. The largest seller was JP Morgan Chase, cutting an estimated $36.2M.

  • 74 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2021, up from 70 in Q2 2021.
  • Funds reported $1.49B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2021, down 1.4% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2021 was Jane Street, an estimated $8.41M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2021.