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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

103 hedge funds and large institutions have $841M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more capital invested

Capital invested by funds: $450M → $841M (+$392M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 100103 (+3)

1.73% more ownership

Funds ownership: 92.15%93.87% (+1.7%)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
53
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$470K +$108K +2,355 +30%
LA
52
Lane & Associates
New Jersey
$434K -$96.7K -2,107 -18%
AG
53
Ascent Group
Virginia
$433K +$16.3K +355 +4%
GM
54
GeoWealth Management
Illinois
$391K -$137K -2,996 -26%
NAS
55
Nicolet Advisory Services
Wisconsin
$370K -$149K -3,258 -29%
AWA
56
Acorn Wealth Advisors
Michigan
$319K +$2.94K +64 +0.9%
CA
57
Cetera Advisors
Colorado
$286K +$43.4K +947 +18%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$265K -$60.1K -1,310 -19%
CAL
59
Capital Analysts LLC
Pennsylvania
$263K +$10.1K +220 +4%
CCFCSB
60
Cape Cod Five Cents Savings Bank
Massachusetts
$249K -$40.7K -887 -14%
SFS
61
Security Financial Services
Indiana
$235K +$14.5K +317 +7%
Truist Financial
62
Truist Financial
North Carolina
$231K
FFA
63
Farther Finance Advisors
California
$230K +$26.7K +583 +13%
TA
64
TFB Advisors
Kansas
$229K +$232K +5,064 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$224K -$46.5K -1,013 -17%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$222K +$8.95K +195 +4%
GLLW
67
Graves Light Lenhart Wealth
Virginia
$221K -$393K -8,575 -64%
CA
68
CGN Advisors
Kansas
$205K +$204K +4,440 New
RJT
69
Raymond James Trust
Florida
$204K -$363K -7,921 -64%
MHR
70
Matthew Hamilton Rosenberg
$176K
CFGS
71
Concourse Financial Group Securities
Alabama
$159K +$20.8K +453 +15%
PTC
72
Private Trust Company
Ohio
$147K
RFS
73
Richardson Financial Services
Massachusetts
$128K +$1.38K +30 +1%
IA
74
IFP Advisors
Florida
$111K +$20.5K +446 +23%
GRP
75
Global Retirement Partners
California
$79.3K +$5.09K +111 +7%

BBHY Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2024, worth a combined $841M — up 87% from $450M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 23 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $366M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $841M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2024, up 87% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2024 and 10 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $366M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.