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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

79 hedge funds and large institutions have $699M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 84 → 79 (-5)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43.69% less ownership

Funds ownership: 94.26% → 50.57% (-44%)

52% less capital invested

Capital invested by funds: $1.45B → $699M (-$755M)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
26
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$5.58M
2
RRWA
Rainey & Randall Wealth Advisors
Florida
+$2.65M
3
CW
CreativeOne Wealth
Kansas
+$899K
4
GGS
Galvin Gaustad & Stein
Arizona
+$743K
5
Osaic Holdings
Osaic Holdings
Arizona
+$590K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$638M
2
Jane Street
Jane Street
New York
-$20.4M
3
Morgan Stanley
Morgan Stanley
New York
-$9.31M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.75M
5
PAA
Peregrine Asset Advisers
Oregon
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$528K -$487K -9,799 -48%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$514K -$659K -13,267 -56%
AWA
53
Acorn Wealth Advisors
Michigan
$475K +$10.1K +204 +2%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$473K +$64.3K +1,295 +15%
CAWM
55
Capital Advisors Wealth Management
Washington
$436K +$175K +3,531 +65%
BBNB
56
Baker Boyer National Bank
Washington
$425K – – –
Bank of America
57
Bank of America
North Carolina
$381K -$2.68M -53,928 -87%
IWN
58
Independent Wealth Network
Iowa
$356K +$4.37K +88 +1%
AG
59
Ascent Group
Virginia
$341K +$346K +6,973 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$1.59K +32 +0.5%
AFAS
61
Acorn Financial Advisory Services
Virginia
$300K -$37.1K -746 -11%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$288K -$27.4K -552 -9%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$254K -$238K -4,800 -48%
FTUS
64
Flow Traders U.S.
New York
$211K -$172K -3,463 -45%
IAP
65
Indie Asset Partners
Indiana
$210K +$3.73K +75 +2%
Wells Fargo
66
Wells Fargo
California
$194K -$36.9K -743 -16%
CAL
67
Capital Analysts LLC
Pennsylvania
$160K +$4.27K +86 +3%
MHR
68
Matthew Hamilton Rosenberg
$78K – – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$66K -$397 -8 -0.6%
UBS Group
70
UBS Group
Switzerland
$62K +$45.3K +911 +259%
SPIA
71
Steward Partners Investment Advisory
New York
$27K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$24K +$24.8K +500 New
MWM
73
Mascoma Wealth Management
New Hampshire
$12K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
CP
75
Corbenic Partners
Pennsylvania
$7K – – –
1 2
3
4

BBHY Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2022, worth a combined $699M — down 52% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BBHY and 7 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 26 added.

The largest buyer was AssetMark Inc, adding an estimated $5.58M. The largest seller was JP Morgan Chase, cutting an estimated $638M.

  • 79 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $699M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2022, down 52% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2022 and 10 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2022 was AssetMark Inc, an estimated $5.58M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $638M sold.

Based on aggregated 13F filings for Q1 2022.