We are live on ! Find out more
BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

103 hedge funds and large institutions have $841M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more capital invested

Capital invested by funds: $450M → $841M (+$392M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 100103 (+3)

1.73% more ownership

Funds ownership: 92.15%93.87% (+1.7%)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
53
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$76.2K +$60.1K +1,311 +387%
WTC
77
WhitTier Trust Company
Nevada
$59.6K +$28.3K +618 +92%
HCM
78
Highlander Capital Management
New Jersey
$54.3K -$22.9K -500 -30%
Wells Fargo
79
Wells Fargo
California
$52.7K +$52.3K +1,141 New
IGWM
80
ICA Group Wealth Management
Colorado
$37.7K
CA
81
Continuum Advisory
Idaho
$35.3K +$35.5K +773 New
NFSG
82
Newbridge Financial Services Group
Florida
$35.1K +$34.9K +760 New
LFA
83
LGT Financial Advisors
Texas
$26.1K +$12.1K +264 +88%
SPIA
84
Steward Partners Investment Advisory
New York
$25.8K
GWM
85
Geneos Wealth Management
Colorado
$24.3K +$5.73K +125 +31%
PS
86
Principal Securities
Iowa
$23.5K
ACA
87
Aptus Capital Advisors
Alabama
$22K +$21.9K +477 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$21K -$1.97K -43 -8%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$13.8K -$2.71K -59 -16%
HI
90
Harbour Investments
Wisconsin
$10.5K +$138 +3 +1%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$9.47K +$9.4K +205 New
FMP
92
Financial Management Professionals
Texas
$9K -$46 -1 -0.5%
FAM
93
Family Asset Management
South Carolina
$8.54K +$367 +8 +5%
ME
94
McIlrath & Eck
Washington
$6.47K
MWM
95
Mascoma Wealth Management
New Hampshire
$4.8K
WP
96
WealthShield Partners
North Carolina
$3.93K +$3.9K +85 New
JWM
97
Janiczek Wealth Management
Colorado
$3.79K
AWM
98
Avior Wealth Management
Nebraska
$3.28K
AWM
99
Abound Wealth Management
Tennessee
$3K +$2.98K +65 New
EW
100
Element Wealth
Mississippi
$2.49K +$2.48K +54 New

BBHY Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2024, worth a combined $841M — up 87% from $450M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 23 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $366M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $841M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2024, up 87% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2024 and 10 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $366M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.