We are live on ! Find out more
BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

75 hedge funds and large institutions have $339M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 6975 (+6)

8% more capital invested

Capital invested by funds: $314M → $339M (+$25M)

6.44% more ownership

Funds ownership: 81.39%87.84% (+6.4%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRWA
76
Rainey & Randall Wealth Advisors
Florida
-$14.6M -344,023 Closed
CI
77
Conning Inc
Connecticut
-$1.48M -35,000 Closed
FTUS
78
Flow Traders U.S.
New York
-$1.39M -32,812 Closed
WIM
79
WealthPlan Investment Management
Nebraska
-$696K -15,612 Closed
SA
80
SAM Advisors
California
-$359K -8,459 Closed
WMS
81
Wealth Management Solutions
Pennsylvania
-$210K -4,951 Closed
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
-$26K -620 Closed

BBHY Hedge Fund Activity: Q4 2022 in Review

75 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2022, worth a combined $339M — up 8% from $314M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $21.9M. The largest seller was Rainey & Randall Wealth Advisors, exiting entirely with an estimated $14.6M sold.

  • 75 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $339M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2022, up 8% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2022 was State of New Jersey Common Pension Fund D, an estimated $21.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2022 was Rainey & Randall Wealth Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2022.