JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
72 hedge funds and large institutions have $304M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.
6.84% more ownership
Funds ownership: 87.84% → 94.68% (+6.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
4% less funds holding
Funds holding: 75 → 72 (-3)
10% less capital invested
Capital invested by funds: $339M → $304M (-$35M)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$26.6M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$17.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.21M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$2.01M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$58.1M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$17.7M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$11.2M |
| 4 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$4.48M |
| 5 |
SB
Simmons Bank
Pine Bluff,
Arkansas
|
-$4.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
76
Slow Capital
Greenbrae,
California
| – | -$475K | -10,844 | Closed |
|
|
DF
77
Donoghue Forlines
Boston,
Massachusetts
| – | -$462K | -10,531 | Closed |
|
|
PAS
78
Park Avenue Securities
New York
| – | -$313K | -7,148 | Closed |
|
|
CAWM
79
Capital Advisors Wealth Management
Yakima,
Washington
| – | -$245K | -5,583 | Closed |
|
|
AFAS
80
Acorn Financial Advisory Services
Reston,
Virginia
| – | -$217K | -4,956 | Closed |
|
|
NA
81
NewEdge Advisors
New Orleans,
Louisiana
| – | -$18 | -400 | Closed |
|
|
MCI
82
MRP Capital Investments
Alpharetta,
Georgia
| – | -$13.7K | -312 | Closed |
|
|
IA
83
IFP Advisors
Tampa,
Florida
| – | -$2K | -32 | Closed |
|
84
Fidelity Investments
Boston,
Massachusetts
| – | -$175 | -4 | Closed |
|
BBHY Hedge Fund Activity: Q1 2023 in Review
72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2023, worth a combined $304M — down 10% from $339M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BBHY and 9 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 25 added.
The largest buyer was Jane Street, adding an estimated $26.6M. The largest seller was JP Morgan Chase, cutting an estimated $58.1M.
- 72 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2023, down from 75 in Q4 2022.
- Funds reported $304M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 9 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2023 and 12 closed out, a net change of -3 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $26.6M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $58.1M sold.
Based on aggregated 13F filings for Q1 2023.