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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

69 hedge funds and large institutions have $314M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23.43% more ownership

Funds ownership: 57.96% → 81.39% (+23%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

7% less funds holding

Funds holding: 74 → 69 (-5)

11% less capital invested

Capital invested by funds: $354M → $314M (-$40M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
23
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$13.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.52M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$991K
5
GGS
Galvin Gaustad & Stein
Arizona
+$910K

Top Sellers

Rank Fund Capital Flow
1
SA
SAM Advisors
California
-$15M
2
Jane Street
Jane Street
New York
-$11.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$11.2M
4
MWM
Marion Wealth Management
Pennsylvania
-$3.95M
5
PAA
Peregrine Asset Advisers
Oregon
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$152K +$13.2K +294 +9%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$129K -$150K -3,344 -53%
Wells Fargo
53
Wells Fargo
California
$112K -$40.4K -902 -25%
AAM
54
Advisors Asset Management
Colorado
$96K +$3.54K +79 +4%
Bank of America
55
Bank of America
North Carolina
$76K -$2.82K -63 -3%
HCM
56
Highlander Capital Management
New Jersey
$68K +$60.5K +1,350 +540%
MHR
57
Matthew Hamilton Rosenberg
$45K -$24.5K -547 -34%
UBS Group
58
UBS Group
Switzerland
$39K +$40.8K +911 New
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
$26K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$24K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$21K – – –
HI
62
Harbour Investments
Wisconsin
$9K – – –
AssetMark Inc
63
AssetMark Inc
California
$8K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
IA
65
IFP Advisors
Florida
$6K – – –
ME
66
McIlrath & Eck
Washington
$6K +$6.27K +140 New
MWM
67
Mascoma Wealth Management
New Hampshire
$4K – – –
JWM
68
Janiczek Wealth Management
Colorado
$3K – – –
LFG
69
Larson Financial Group
Missouri
$1K – – –
MWM
70
Marion Wealth Management
Pennsylvania
– -$3.95M -90,658 Closed
PAA
71
Peregrine Asset Advisers
Oregon
– -$3.52M -80,633 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.4M -31,987 Closed
RWB
73
RMR Wealth Builders
New Jersey
– -$1.27M -29,101 Closed
SWA
74
Stratos Wealth Advisors
Ohio
– -$451K -10,337 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
– -$46K -1,057 Closed
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BBHY Hedge Fund Activity: Q3 2022 in Review

69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2022, worth a combined $314M — down 11% from $354M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BBHY and 7 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was Gradient Investments, adding an estimated $13.3M. The largest seller was SAM Advisors, cutting an estimated $15M.

  • 69 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $314M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $13.3M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2022 was SAM Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2022.