JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
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.
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: 1 → 2 (+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: 100 → 103 (+3)
1.73% more ownership
Funds ownership: 92.15% → 93.87% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$366M |
| 2 |
BlackRock
New York
|
+$7.09M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$6.93M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.54M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.46M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.18M |
| 3 |
Goldman Sachs
New York
|
-$4.37M |
| 4 |
Jane Street
New York
|
-$1.72M |
| 5 |
GGS
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.89K | +$1.88K | +41 | New |
|
|
LFG
102
Larson Financial Group
St Louis,
Missouri
| $1.65K | +$46 | +1 | +3% |
|
|
AF
103
Allworth Financial
Folsom,
California
| $1.16K | -$5.55K | -121 | -83% |
|
|
104
Goldman Sachs
New York
| – | -$4.37M | -95,200 | Closed |
|
|
GGS
105
Galvin Gaustad & Stein
Scottsdale,
Arizona
| – | -$1.23M | -26,821 | Closed |
|
|
VWA
106
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$201K | -4,367 | Closed |
|
|
AFAS
107
Acorn Financial Advisory Services
Reston,
Virginia
| – | -$200K | -4,360 | Closed |
|
|
GI
108
Gradient Investments
Arden Hills,
Minnesota
| – | -$57.5K | -1,253 | Closed |
|
|
ASN
109
Advisory Services Network
Atlanta,
Georgia
| – | -$30.8K | -671 | Closed |
|
110
Fidelity Investments
Boston,
Massachusetts
| – | -$10.6K | -231 | Closed |
|
|
RAM
111
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$2.11K | -46 | Closed |
|
|
CFD
112
Creative Financial Designs
Kokomo,
Indiana
| – | -$1.27K | -28 | Closed |
|
|
SWM
113
Spire Wealth Management
Mclean,
Virginia
| – | -$917 | -20 | Closed |
|
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.