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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

69 hedge funds and large institutions have $314M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23.43% more ownership

Funds ownership: 57.96%81.39% (+23%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

7% less funds holding

Funds holding: 7469 (-5)

11% less capital invested

Capital invested by funds: $354M → $314M (-$40M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
23
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Bartlett & Co
Ohio
-$13K -298 Closed
BCWM
77
Bartlett & Co Wealth Management
Ohio
-$13K -298 Closed
CA
78
CoreCap Advisors
Michigan
-$10K -225 Closed
PWM
79
Prentice Wealth Management
New York
-$8K -179 Closed

BBHY Hedge Fund Activity: Q3 2022 in Review

69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2022, worth a combined $314M — down 11% from $354M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BBHY and 7 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was Gradient Investments, adding an estimated $13.3M. The largest seller was SAM Advisors, cutting an estimated $15M.

  • 69 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $314M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $13.3M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2022 was SAM Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2022.