JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
15 hedge funds and large institutions have $88.8M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
16% more capital invested
Capital invested by funds: $76.5M → $88.8M (+$12.3M)
6% less funds holding
Funds holding: 16 → 15 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
191.44% less ownership
Funds ownership: 248.76% → 57.32% (-191%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$5.01M |
| 2 |
SC
Slow Capital
Greenbrae,
California
|
+$3.07M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.47M |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$1.64M |
| 5 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$916K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$433K |
| 4 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$415K |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$89K |
BBHY Hedge Fund Activity: Q1 2018 in Review
15 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2018, worth a combined $88.8M — up 16% from $76.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BBHY and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.
The largest buyer was FormulaFolio Investments, adding an estimated $5.01M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.
- 15 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2018, down from 16 in Q4 2017.
- Funds reported $88.8M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2018, up 16% quarter-over-quarter.
- 3 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2018 and 4 closed out, a net change of -1 holder.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2018 was FormulaFolio Investments, an estimated $5.01M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2018 was Susquehanna International Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2018.