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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

72 hedge funds and large institutions have $304M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.84% more ownership

Funds ownership: 87.84%94.68% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

4% less funds holding

Funds holding: 7572 (-3)

10% less capital invested

Capital invested by funds: $339M → $304M (-$35M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$131K +$77.7K +1,743 +148%
Wells Fargo
52
Wells Fargo
California
$119K -$8.92K -200 -7%
AAM
53
Advisors Asset Management
Colorado
$98.1K -$3.03K -68 -3%
HCM
54
Highlander Capital Management
New Jersey
$83K +$11.2K +250 +16%
GI
55
Gradient Investments
Minnesota
$64.4K -$17.7M -396,738 -100%
Bank of America
56
Bank of America
North Carolina
$62.1K -$8.25K -185 -12%
TWC
57
TD Waterhouse Canada
Ontario, Canada
$49.1K
MHR
58
Matthew Hamilton Rosenberg
$47.3K
UBS Group
59
UBS Group
Switzerland
$44.3K -$16.7K -374 -28%
SPIA
60
Steward Partners Investment Advisory
New York
$25.1K
CFGS
61
Concourse Financial Group Securities
Alabama
$22.5K
AAS
62
Ameritas Advisory Services
Nebraska
$19.7K +$19.6K +439 New
BAM
63
Belpointe Asset Management
Nevada
$12.6K
HI
64
Harbour Investments
Wisconsin
$9.59K +$178 +4 +2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$8.81K -$8.25K -185 -49%
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$6.74K
ME
67
McIlrath & Eck
Washington
$6.29K
AWM
68
Avior Wealth Management
Nebraska
$4.81K -$17K -381 -78%
MWM
69
Mascoma Wealth Management
New Hampshire
$4.65K
JWM
70
Janiczek Wealth Management
Colorado
$3.66K
LFG
71
Larson Financial Group
Missouri
$1.58K
WP
72
WealthPLAN Partners
Nebraska
$584 +$580 +13 New
CCM
73
Condor Capital Management
New Jersey
-$4.48M -102,264 Closed
OMC
74
Old Mission Capital
Illinois
-$1.47M -33,509 Closed
AC
75
Avestar Capital
New York
-$518K -11,756 Closed

BBHY Hedge Fund Activity: Q1 2023 in Review

72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2023, worth a combined $304M — down 10% from $339M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BBHY and 9 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $26.6M. The largest seller was JP Morgan Chase, cutting an estimated $58.1M.

  • 72 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2023, down from 75 in Q4 2022.
  • Funds reported $304M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2023 and 12 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $26.6M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $58.1M sold.

Based on aggregated 13F filings for Q1 2023.