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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $308M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
23
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$15.9M
2
BlackRock
BlackRock
New York
$3.84M
3
OMC
Old Mission Capital
Illinois
$2.77M
4
DAS
Dynamic Advisor Solutions
Arizona
$5.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
GCM
Gallacher Capital Management
Colorado
$0
3
CW
CreativeOne Wealth
Kansas
$207K
4
VWA
Visionary Wealth Advisors
Illinois
$915K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$101K -$16.9K -378 -14%
AAM
52
Advisors Asset Management
Colorado
$96.7K -$669 -15 -0.7%
FMP
53
Financial Management Professionals
Texas
$94K -$93.8K -2,098 -50%
HCM
54
Highlander Capital Management
New Jersey
$83K – – –
GI
55
Gradient Investments
Minnesota
$63.9K – – –
Bank of America
56
Bank of America
North Carolina
$41.5K -$20.2K -452 -33%
SPIA
57
Steward Partners Investment Advisory
New York
$24.9K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$22.3K – – –
HI
59
Harbour Investments
Wisconsin
$9.69K +$134 +3 +1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$8.74K – – –
ME
61
McIlrath & Eck
Washington
$6.25K – – –
AWM
62
Avior Wealth Management
Nebraska
$4.77K – – –
MWM
63
Mascoma Wealth Management
New Hampshire
$4.64K – – –
JWM
64
Janiczek Wealth Management
Colorado
$3.66K – – –
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$2.23K -$4.46K -100 -67%
LFG
66
Larson Financial Group
Missouri
$1.57K – – –
WP
67
WealthPLAN Partners
Nebraska
$580 – – –
Citadel Advisors
68
Citadel Advisors
Florida
– -$7.26M -161,643 Closed
GCM
69
Gallacher Capital Management
Colorado
– -$1.92M -42,675 Closed
MCM
70
MAI Capital Management
Ohio
– -$879K -19,572 Closed
GM
71
GeoWealth Management
Illinois
– -$807K -17,946 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$224K -4,976 Closed
TWC
73
TD Waterhouse Canada
Ontario, Canada
– -$49.1K -1,100 Closed
UBS Group
74
UBS Group
Switzerland
– -$44.3K -985 Closed
AAS
75
Ameritas Advisory Services
Nebraska
– -$19.7K -439 Closed
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