We are live on ! Find out more
BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

103 hedge funds and large institutions have $995M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $841M → $995M (+$154M)

0% more funds holding

Funds holding: 103103 (0)

4.01% less ownership

Funds ownership: 93.87%89.87% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
52
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$520K -$103K -2,250 -17%
Wells Fargo
52
Wells Fargo
California
$504K +$451K +9,881 +866%
Prudential Financial
53
Prudential Financial
New Jersey
$443K +$442K +9,688 New
AWA
54
Acorn Wealth Advisors
Michigan
$351K +$35.4K +776 +11%
CFGS
55
Concourse Financial Group Securities
Alabama
$346K +$188K +4,127 +120%
GWP
56
Gateway Wealth Partners
Wisconsin
$317K +$316K +6,932 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$296K +$295K +6,471 New
NAS
58
Nicolet Advisory Services
Wisconsin
$289K -$81.2K -1,779 -22%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$280K +$59.7K +1,308 +27%
CAL
60
Capital Analysts LLC
Pennsylvania
$277K +$16.3K +357 +6%
FFA
61
Farther Finance Advisors
California
$249K +$20.5K +449 +9%
CCFCSB
62
Cape Cod Five Cents Savings Bank
Massachusetts
$246K
CA
63
CGN Advisors
Kansas
$239K +$35.5K +778 +18%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$229K -$33.2K -728 -13%
PTC
65
Private Trust Company
Ohio
$228K +$83K +1,819 +57%
Truist Financial
66
Truist Financial
North Carolina
$223K -$5.57K -122 -2%
TA
67
TFB Advisors
Kansas
$216K -$15.7K -344 -7%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$211K -$10.9K -240 -5%
RJT
69
Raymond James Trust
Florida
$210K +$8.44K +185 +4%
RFN
70
RDA Financial Network
Iowa
$209K +$208K +4,565 New
MHR
71
Matthew Hamilton Rosenberg
$170K -$4.65K -102 -3%
RFS
72
Richardson Financial Services
Massachusetts
$161K +$33.8K +740 +27%
IA
73
IFP Advisors
Florida
$123K +$13K +284 +12%
GRP
74
Global Retirement Partners
California
$109K +$30K +658 +38%
CA
75
Continuum Advisory
Idaho
$35.3K

BBHY Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2024, worth a combined $995M — up 18% from $841M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBHY positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $38.9M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $10.3M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $995M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2024 and 9 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2024 was Bank of America, an estimated $38.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2024 was Dynamic Advisor Solutions, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2024.