JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
99 hedge funds and large institutions have $1.19B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 13 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 28
19% more capital invested
Capital invested by funds: $995M → $1.19B (+$192M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.98% less ownership
Funds ownership: 89.87% → 88.89% (-0.98%)
4% less funds holding
Funds holding: 103 → 99 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$120M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$18.3M |
| 3 |
Jane Street
New York
|
+$13.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.49M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.89M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.38M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.94M |
| 4 |
AssetMark Inc
Concord,
California
|
-$2.58M |
| 5 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$915K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWN
101
Independent Wealth Network
Urbandale,
Iowa
| – | -$554K | -12,117 | Closed |
|
102
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$280K | -6,117 | Closed |
|
|
TA
103
TFB Advisors
Overland Park,
Kansas
| – | -$216K | -4,720 | Closed |
|
|
PFGIA
104
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$211K | -4,612 | Closed |
|
|
RFN
105
RDA Financial Network
Akron,
Iowa
| – | -$209K | -4,565 | Closed |
|
106
Fidelity Investments
Boston,
Massachusetts
| – | -$11.7K | -255 | Closed |
|
|
FMP
107
Financial Management Professionals
Austin,
Texas
| – | -$9K | -193 | Closed |
|
|
DJSG
108
D.J. St. Germain
Springfield,
Massachusetts
| – | -$3.06K | -67 | Closed |
|
|
GIA
109
GHP Investment Advisors
Denver,
Colorado
| – | -$2.61K | -57 | Closed |
|
|
EW
110
Element Wealth
Ridgeland,
Mississippi
| – | -$2.47K | -54 | Closed |
|
|
FHA
111
First Horizon Advisors
Memphis,
Tennessee
| – | -$869 | -19 | Closed |
|
|
SWM
112
Spire Wealth Management
Mclean,
Virginia
| – | -$549 | -12 | Closed |
|
BBHY Hedge Fund Activity: Q3 2024 in Review
99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2024, worth a combined $1.19B — up 19% from $995M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BBHY and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 46 added.
The largest buyer was JP Morgan Chase, adding an estimated $120M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.89M sold.
- 99 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2024, down from 103 in Q2 2024.
- Funds reported $1.19B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 10 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of -3 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $120M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $8.89M sold.
Based on aggregated 13F filings for Q3 2024.