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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

103 hedge funds and large institutions have $995M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $841M → $995M (+$154M)

0% more funds holding

Funds holding: 103103 (0)

4.01% less ownership

Funds ownership: 93.87%89.87% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
52
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
76
Newbridge Financial Services Group
Florida
$34.8K
WTC
77
WhitTier Trust Company
Nevada
$30.8K -$28.2K -618 -48%
LFA
78
LGT Financial Advisors
Texas
$28.2K +$2.37K +52 +9%
SPIA
79
Steward Partners Investment Advisory
New York
$25.6K
PS
80
Principal Securities
Iowa
$23.2K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$21K
Comerica Bank
82
Comerica Bank
Texas
$20.5K -$54.8K -1,202 -73%
GWM
83
Geneos Wealth Management
Colorado
$17.9K -$6.11K -134 -26%
NA
84
NewEdge Advisors
Louisiana
$17.2K +$17.2K +377 New
FFA
85
Founders Financial Alliance
North Carolina
$13K -$4.21M -92,292 -100%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$11.7K +$11.6K +255 New
HI
87
Harbour Investments
Wisconsin
$10.6K +$182 +4 +2%
FAM
88
Family Asset Management
South Carolina
$10.6K +$2.14K +47 +25%
FMP
89
Financial Management Professionals
Texas
$9K
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$8.96K -$4.7K -103 -34%
ME
91
McIlrath & Eck
Washington
$6.52K +$91 +2 +1%
SIS
92
Sound Income Strategies
Florida
$4.17K +$2.28K +50 +122%
WP
93
WealthShield Partners
North Carolina
$3.89K
JWM
94
Janiczek Wealth Management
Colorado
$3.75K
AWM
95
Avior Wealth Management
Nebraska
$3.25K
DJSG
96
D.J. St. Germain
Massachusetts
$3.06K +$3.06K +67 New
GIA
97
GHP Investment Advisors
Colorado
$2.61K +$2.6K +57 New
EW
98
Element Wealth
Mississippi
$2.47K
LFG
99
Larson Financial Group
Missouri
$1.66K
AF
100
Allworth Financial
California
$1.16K

BBHY Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2024, worth a combined $995M — up 18% from $841M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBHY positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $38.9M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $10.3M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $995M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2024 and 9 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2024 was Bank of America, an estimated $38.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2024 was Dynamic Advisor Solutions, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2024.