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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

105 hedge funds and large institutions have $790M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

6% more funds holding

Funds holding: 99105 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.19% less ownership

Funds ownership: 88.89%85.7% (-3.2%)

33% less capital invested

Capital invested by funds: $1.19B → $790M (-$397M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
29
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$577K +$585K +12,522 New
CFGS
52
Concourse Financial Group Securities
Alabama
$525K +$20.3K +435 +4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$422K -$60.3K -1,292 -12%
HF
54
HRT Financial
New York
$394K -$30.2K -646 -7%
GM
55
GeoWealth Management
Illinois
$384K -$136K -2,913 -26%
FFA
56
Farther Finance Advisors
California
$370K -$109K -2,339 -23%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$364K +$369K +7,896 New
AG
58
Ascent Group
Virginia
$323K -$87.2K -1,866 -21%
AWA
59
Acorn Wealth Advisors
Michigan
$316K -$102K -2,186 -24%
GWP
60
Gateway Wealth Partners
Wisconsin
$316K +$4.44K +95 +1%
GWM
61
Greenwich Wealth Management
Connecticut
$315K +$319K +6,826 New
TGAM
62
TBH Global Asset Management
Tennessee
$312K -$291K -6,236 -48%
CA
63
CGN Advisors
Kansas
$301K +$60.9K +1,304 +25%
CAL
64
Capital Analysts LLC
Pennsylvania
$283K +$3.36K +72 +1%
CCFCSB
65
Cape Cod Five Cents Savings Bank
Massachusetts
$255K
Truist Financial
66
Truist Financial
North Carolina
$250K -$6.21K -133 -2%
TSS
67
Two Sigma Securities
New York
$231K -$14.9K -320 -6%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$230K -$3.04K -65 -1%
NAS
69
Nicolet Advisory Services
Wisconsin
$210K -$3.04K -65 -1%
Creative Planning
70
Creative Planning
Kansas
$210K -$118K -2,531 -36%
AFAS
71
Acorn Financial Advisory Services
Virginia
$208K +$211K +4,521 New
IA
72
IFP Advisors
Florida
$184K +$11.2K +240 +6%
GRP
73
Global Retirement Partners
California
$181K +$87.8K +1,880 +92%
PTC
74
Private Trust Company
Ohio
$177K -$30.5K -653 -15%
MHR
75
Matthew Hamilton Rosenberg
$172K

BBHY Hedge Fund Activity: Q4 2024 in Review

105 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2024, worth a combined $790M — down 33% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBHY positions and 10 closed out — a net gain of 10 holders — while 29 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $5.7M. The largest seller was JP Morgan Chase, cutting an estimated $313M.

  • 105 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $790M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2024, down 33% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $5.7M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2024.