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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

100 hedge funds and large institutions have $450M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

12% more funds holding

Funds holding: 89100 (+11)

7% more capital invested

Capital invested by funds: $419M → $450M (+$30.4M)

1.58% more ownership

Funds ownership: 90.57%92.15% (+1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
40
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
51
Nicolet Advisory Services
Wisconsin
$516K -$4.89M -110,375 -91%
WWA
52
WCG Wealth Advisors
Nevada
$498K +$481K +10,849 New
LFG
53
Lockerman Financial Group
California
$478K +$74.2K +1,674 +19%
AG
54
Ascent Group
Virginia
$413K +$68.8K +1,551 +21%
GL
55
Graypoint LLC
New York
$402K -$101K -2,283 -21%
WF
56
Wayfinding Financial
Washington
$370K +$118K +2,651 +49%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$359K +$346K +7,813 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$324K -$54.1K -1,220 -15%
AWA
59
Acorn Wealth Advisors
Michigan
$314K -$17.2K -389 -5%
CCFCSB
60
Cape Cod Five Cents Savings Bank
Massachusetts
$288K -$316K -7,140 -53%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$16K -360 -6%
CAL
62
Capital Analysts LLC
Pennsylvania
$251K +$7.93K +179 +3%
CA
63
Cetera Advisors
Colorado
$241K +$21.2K +478 +10%
Truist Financial
64
Truist Financial
North Carolina
$230K +$222K +5,003 New
SFS
65
Security Financial Services
Indiana
$220K +$212K +4,781 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$212K -$28.6K -646 -12%
FFA
67
Farther Finance Advisors
California
$205K +$73K +1,646 +59%
VWA
68
Visionary Wealth Advisors
Illinois
$201K -$268K -6,050 -58%
AFAS
69
Acorn Financial Advisory Services
Virginia
$200K +$193K +4,360 New
MHR
70
Matthew Hamilton Rosenberg
$176K -$35.9K -810 -17%
PTC
71
Private Trust Company
Ohio
$146K +$19.2K +434 +16%
CFGS
72
Concourse Financial Group Securities
Alabama
$138K +$11.7K +265 +10%
RFS
73
Richardson Financial Services
Massachusetts
$126K +$122K +2,744 New
IA
74
IFP Advisors
Florida
$89.6K +$86.5K +1,951 New
HCM
75
Highlander Capital Management
New Jersey
$76.9K

BBHY Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2023, worth a combined $450M — up 7.3% from $419M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BBHY positions and 6 closed out — a net gain of 13 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $11M sold.

  • 100 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $450M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2023, up 7.3% quarter-over-quarter.
  • 19 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +13 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2023 was State of New Jersey Common Pension Fund D, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2023.