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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

89 hedge funds and large institutions have $419M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+22
Holders Change %
+32.84%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
35
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DT
Daniels + Tansey
Delaware
+$27M
2
LPL Financial
LPL Financial
California
+$26.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$11.5M
4
Morgan Stanley
Morgan Stanley
New York
+$11.4M
5
Bank of America
Bank of America
North Carolina
+$10.7M

Top Sellers

1
Jane Street
Jane Street
New York
-$32.8M
2
GLLW
Graves Light Lenhart Wealth
Virginia
-$1.31M
3
GGS
Galvin Gaustad & Stein
Arizona
-$853K
4
SB
Simmons Bank
Arkansas
-$483K
5
VWA
Visionary Wealth Advisors
Illinois
-$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
51
KCS Wealth Advisory
California
$464K -$276K -6,296 -37%
VWA
52
Visionary Wealth Advisors
Illinois
$457K -$443K -10,086 -49%
IWC
53
Integrated Wealth Concepts
Massachusetts
$449K +$233K +5,308 +108%
IWN
54
Independent Wealth Network
Iowa
$401K +$9.08K +207 +2%
GM
55
GeoWealth Management
Illinois
$398K +$398K +9,056 New
LFG
56
Lockerman Financial Group
California
$384K +$384K +8,747 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$363K +$53.7K +1,224 +17%
AG
58
Ascent Group
Virginia
$327K +$327K +7,460 New
AWA
59
Acorn Wealth Advisors
Michigan
$317K +$2.68K +61 +0.9%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$273K – – –
WF
61
Wayfinding Financial
Washington
$234K +$234K +5,379 New
CAL
62
Capital Analysts LLC
Pennsylvania
$232K -$3.51K -80 -1%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$231K +$231K +5,260 New
CA
64
Cetera Advisors
Colorado
$209K +$209K +4,771 New
MHR
65
Matthew Hamilton Rosenberg
$204K -$18.6K -424 -8%
FFA
66
Farther Finance Advisors
California
$123K +$123K +2,808 New
PTC
67
Private Trust Company
Ohio
$120K +$120K +2,740 New
CFGS
68
Concourse Financial Group Securities
Alabama
$120K +$97.8K +2,229 +446%
HCM
69
Highlander Capital Management
New Jersey
$73K -$7.63K -175 -9%
GI
70
Gradient Investments
Minnesota
$55K -$7.9K -180 -13%
LFA
71
LGT Financial Advisors
Texas
$26.9K +$26.9K +612 New
GRP
72
Global Retirement Partners
California
$26.4K +$26.4K +611 New
SPIA
73
Steward Partners Investment Advisory
New York
$24.5K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$11.1K +$2.5K +57 +29%
HI
75
Harbour Investments
Wisconsin
$9.68K +$175 +4 +2%
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