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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

100 hedge funds and large institutions have $450M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

12% more funds holding

Funds holding: 89100 (+11)

7% more capital invested

Capital invested by funds: $419M → $450M (+$30.4M)

1.58% more ownership

Funds ownership: 90.57%92.15% (+1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
40
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$73.7K +$44.1K +995 +163%
GI
77
Gradient Investments
Minnesota
$57.5K
IGWM
78
ICA Group Wealth Management
Colorado
$37.5K +$36.2K +817 New
WTC
79
WhitTier Trust Company
Nevada
$30.9K +$29.8K +673 New
ASN
80
Advisory Services Network
Georgia
$30.8K +$29.7K +671 New
SPIA
81
Steward Partners Investment Advisory
New York
$25.7K
PS
82
Principal Securities
Iowa
$23.3K +$22.5K +508 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$23K +$22.5K +508 New
GWM
84
Geneos Wealth Management
Colorado
$18.4K +$17.7K +400 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$16.4K +$4.65K +105 +42%
Comerica Bank
86
Comerica Bank
Texas
$15.6K +$9.75K +220 +185%
LFA
87
LGT Financial Advisors
Texas
$13.8K -$13.8K -312 -51%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$10.6K +$8.47K +191 +478%
HI
89
Harbour Investments
Wisconsin
$10.3K +$177 +4 +2%
FMP
90
Financial Management Professionals
Texas
$9K
FAM
91
Family Asset Management
South Carolina
$8.13K +$798 +18 +11%
AF
92
Allworth Financial
California
$6.7K +$6.47K +146 New
ME
93
McIlrath & Eck
Washington
$6.43K
MWM
94
Mascoma Wealth Management
New Hampshire
$4.78K
JWM
95
Janiczek Wealth Management
Colorado
$3.77K
AWM
96
Avior Wealth Management
Nebraska
$3.26K
RAM
97
Riggs Asset Management
Pennsylvania
$2.11K
LFG
98
Larson Financial Group
Missouri
$1.62K
CFD
99
Creative Financial Designs
Indiana
$1.27K +$1.24K +28 New
SWM
100
Spire Wealth Management
Virginia
$917 -$754 -17 -46%

BBHY Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2023, worth a combined $450M — up 7.3% from $419M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BBHY positions and 6 closed out — a net gain of 13 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $11M sold.

  • 100 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $450M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2023, up 7.3% quarter-over-quarter.
  • 19 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +13 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2023 was State of New Jersey Common Pension Fund D, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2023.