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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

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

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

36% more capital invested

Capital invested by funds: $308M → $419M (+$111M)

33% more funds holding

Funds holding: 6789 (+22)

4.4% less ownership

Funds ownership: 94.97%90.57% (-4.4%)

Holders
89
Holders Change
+22
Holders Change %
+32.84%
% of All Funds
1.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
KCS Wealth Advisory
California
$464K -$280K -6,296 -37%
VWA
52
Visionary Wealth Advisors
Illinois
$457K -$448K -10,086 -49%
IWC
53
Integrated Wealth Concepts
Massachusetts
$449K +$236K +5,308 +108%
IWN
54
Independent Wealth Network
Iowa
$401K +$9.2K +207 +2%
GM
55
GeoWealth Management
Illinois
$398K +$402K +9,056 New
LFG
56
Lockerman Financial Group
California
$384K +$389K +8,747 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$363K +$54.4K +1,224 +17%
AG
58
Ascent Group
Virginia
$327K +$331K +7,460 New
AWA
59
Acorn Wealth Advisors
Michigan
$317K +$2.71K +61 +0.9%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$273K
WF
61
Wayfinding Financial
Washington
$234K +$239K +5,379 New
CAL
62
Capital Analysts LLC
Pennsylvania
$232K -$3.55K -80 -1%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$231K +$234K +5,260 New
CA
64
Cetera Advisors
Colorado
$209K +$212K +4,771 New
MHR
65
Matthew Hamilton Rosenberg
$204K -$18.8K -424 -8%
FFA
66
Farther Finance Advisors
California
$123K +$125K +2,808 New
PTC
67
Private Trust Company
Ohio
$120K +$122K +2,740 New
CFGS
68
Concourse Financial Group Securities
Alabama
$120K +$99K +2,229 +446%
HCM
69
Highlander Capital Management
New Jersey
$73K -$7.77K -175 -9%
GI
70
Gradient Investments
Minnesota
$55K -$8K -180 -13%
LFA
71
LGT Financial Advisors
Texas
$26.9K +$27.2K +612 New
GRP
72
Global Retirement Partners
California
$26.4K +$27.1K +611 New
SPIA
73
Steward Partners Investment Advisory
New York
$24.5K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$11.1K +$2.53K +57 +29%
HI
75
Harbour Investments
Wisconsin
$9.68K +$178 +4 +2%

BBHY Hedge Fund Activity: Q3 2023 in Review

89 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2023, worth a combined $419M — up 36% from $308M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBHY positions and 3 closed out — a net gain of 22 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.8M. The largest seller was Jane Street, cutting an estimated $33.2M.

  • 89 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $419M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2023, up 36% quarter-over-quarter.
  • 25 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2023 and 3 closed out, a net change of +22 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2023 was LPL Financial, an estimated $26.8M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2023 was Jane Street, an estimated $33.2M sold.

Based on aggregated 13F filings for Q3 2023.