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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

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

1% more capital invested

Capital invested by funds: $304M → $308M (+$4.26M)

0.3% more ownership

Funds ownership: 94.68% → 94.97% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

7% less funds holding

Funds holding: 72 → 67 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.05%
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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12M
2
BlackRock
BlackRock
New York
+$3.81M
3
OMC
Old Mission Capital
Illinois
+$2.76M
4
DAS
Dynamic Advisor Solutions
Arizona
+$2.17M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$855K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.26M
2
GCM
Gallacher Capital Management
Colorado
-$1.92M
3
CW
CreativeOne Wealth
Kansas
-$1.79M
4
VWA
Visionary Wealth Advisors
Illinois
-$1.78M
5
JP Morgan Chase
JP Morgan Chase
New York
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$101K -$16.8K -378 -14%
AAM
52
Advisors Asset Management
Colorado
$96.7K -$665 -15 -0.7%
FMP
53
Financial Management Professionals
Texas
$94K -$93K -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 -$20K -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 +$133 +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 -$4.43K -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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BBHY Hedge Fund Activity: Q2 2023 in Review

67 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2023, worth a combined $308M — up 1.4% from $304M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BBHY and 4 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.26M sold.

  • 67 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2023, down from 72 in Q1 2023.
  • Funds reported $308M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2023, up 1.4% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of -5 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $12M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2023 was Citadel Advisors, an estimated $7.26M sold.

Based on aggregated 13F filings for Q2 2023.