JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
79 hedge funds and large institutions have $699M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 10 closing their positions.
6% less funds holding
Funds holding: 84 → 79 (-5)
21% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 33
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
43.69% less ownership
Funds ownership: 94.26% → 50.57% (-44%)
52% less capital invested
Capital invested by funds: $1.45B → $699M (-$755M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$5.58M |
| 2 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
+$2.65M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$899K |
| 4 |
GGS
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
+$743K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$638M |
| 2 |
Jane Street
New York
|
-$20.4M |
| 3 |
Morgan Stanley
New York
|
-$9.31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.75M |
| 5 |
PAA
Peregrine Asset Advisers
Portland,
Oregon
|
-$3.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $6K | +$4.37K | +88 | New |
|
|
JWM
77
Janiczek Wealth Management
Denver,
Colorado
| $4K | -$45.5K | -916 | -92% |
|
|
LFG
78
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
|
T
79
TCWP
Beachwood,
Ohio
| $2K | +$2.09K | +42 | New |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$5.75M | -111,027 | Closed |
|
|
SFS
81
Security Financial Services
Fort Wayne,
Indiana
| – | -$317K | -6,117 | Closed |
|
|
AWM
82
AE Wealth Management
Topeka,
Kansas
| – | -$290K | -5,593 | Closed |
|
|
RIA
83
Richwood Investment Advisors
Cincinnati,
Ohio
| – | -$70K | -1,350 | Closed |
|
|
GWM
84
Geneos Wealth Management
Englewood,
Colorado
| – | -$60K | -1,168 | Closed |
|
|
CA
85
CoreCap Advisors
Southfield,
Michigan
| – | -$12K | -225 | Closed |
|
|
FHA
86
First Horizon Advisors
Memphis,
Tennessee
| – | -$8K | -162 | Closed |
|
|
GWS
87
Glassman Wealth Services
Vienna,
Virginia
| – | -$8K | -147 | Closed |
|
|
AIM
88
Astor Investment Management
Chicago,
Illinois
| – | -$7K | -138 | Closed |
|
|
SCA
89
Snowden Capital Advisors
New York
| – | -$2K | -52 | Closed |
|
BBHY Hedge Fund Activity: Q1 2022 in Review
79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2022, worth a combined $699M — down 52% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BBHY and 7 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 26 added.
The largest buyer was AssetMark Inc, adding an estimated $5.58M. The largest seller was JP Morgan Chase, cutting an estimated $638M.
- 79 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2022, down from 84 in Q4 2021.
- Funds reported $699M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2022, down 52% quarter-over-quarter.
- 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2022 and 10 closed out, a net change of -3 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2022 was AssetMark Inc, an estimated $5.58M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $638M sold.
Based on aggregated 13F filings for Q1 2022.