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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

105 hedge funds and large institutions have $790M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

6% more funds holding

Funds holding: 99105 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.19% less ownership

Funds ownership: 88.89%85.7% (-3.2%)

33% less capital invested

Capital invested by funds: $1.19B → $790M (-$397M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
29
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
76
Sound Income Strategies
Florida
$166K +$47 +1 +0%
RFS
77
Richardson Financial Services
Massachusetts
$96.2K -$67.3K -1,440 -41%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$71.1K +$58.3K +1,248 +424%
CA
79
Continuum Advisory
Idaho
$49.1K
AF
80
Advisornet Financial
Minnesota
$43.5K +$44K +943 New
NFSG
81
Newbridge Financial Services Group
Florida
$35K
WTC
82
WhitTier Trust Company
Nevada
$31K -$3.08K -66 -9%
LFA
83
LGT Financial Advisors
Texas
$30.8K -$15.5K -332 -33%
MTIC
84
Missouri Trust & Investment Company
Missouri
$29.4K +$29.8K +639 New
SPIA
85
Steward Partners Investment Advisory
New York
$25.8K
GWM
86
Geneos Wealth Management
Colorado
$24.2K +$7.01K +150 +40%
PS
87
Principal Securities
Iowa
$23.4K
NA
88
NewEdge Advisors
Louisiana
$21.1K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$21K
Comerica Bank
90
Comerica Bank
Texas
$15.5K -$2.06K -44 -12%
HI
91
Harbour Investments
Wisconsin
$11.1K +$187 +4 +2%
SS
92
Sunbelt Securities
Texas
$9.83K +$9.9K +212 New
Wells Fargo
93
Wells Fargo
California
$7.67K -$435K -9,319 -98%
HI
94
Human Investing
Oregon
$6.91K +$7.01K +150 New
ME
95
McIlrath & Eck
Washington
$6.81K +$140 +3 +2%
UBS Group
96
UBS Group
Switzerland
$6.36K +$6.45K +138 New
PWA
97
Principia Wealth Advisory
Texas
$4.1K +$4.16K +89 New
WP
98
WealthShield Partners
North Carolina
$3.94K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$3.6K +$3.64K +78 New
WWP
100
WR Wealth Planners
Missouri
$2.21K

BBHY Hedge Fund Activity: Q4 2024 in Review

105 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2024, worth a combined $790M — down 33% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBHY positions and 10 closed out — a net gain of 10 holders — while 29 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $5.7M. The largest seller was JP Morgan Chase, cutting an estimated $313M.

  • 105 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $790M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2024, down 33% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $5.7M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2024.