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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$4.93M
2
SC
Slow Capital
California
+$3.03M
3
GI
Gradient Investments
Minnesota
+$2.43M
4
PWA
Peterson Wealth Advisors
Utah
+$1.61M
5
PWPS
Pinnacle Wealth Planning Services
Ohio
+$1.33M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Citadel Advisors
Citadel Advisors
Florida
-$916K
3
WP
WealthPLAN Partners
Nebraska
-$426K
4
AIA
Allegis Investment Advisors
Idaho
-$415K
5
NR
Newfound Research
Massachusetts
-$89K
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$44M +$4.93M +98,754 +13%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$24.5M +$63K +1,260 +0.3%
Jane Street
3
Jane Street
New York
$3.05M +$1.11M +22,306 +58%
SC
4
Slow Capital
California
$3.03M +$3.03M +60,573 New
FWM
5
Frontier Wealth Management
Missouri
$2.96M +$938K +18,766 +46%
GI
6
Gradient Investments
Minnesota
$2.6M +$2.43M +48,717 +1,485%
PWA
7
Peterson Wealth Advisors
Utah
$2.58M +$1.61M +32,259 +167%
PWPS
8
Pinnacle Wealth Planning Services
Ohio
$1.56M +$1.33M +26,528 +569%
AssetMark Inc
9
AssetMark Inc
California
$1.21M +$1.21M +24,145 New
WP
10
WealthPLAN Partners
Nebraska
$981K -$426K -8,527 -30%
BCI
11
Brinker Capital Investments
Pennsylvania
$852K -$64.5K -1,291 -7%
WCM
12
Windsor Capital Management
Arizona
$823K +$823K +16,475 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$409K -$18K -361 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$231K +$599 +12 +0.3%
PWM
15
Perigon Wealth Management
California
$35K -$3.22K -65 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$1.41M -27,442 Closed
Citadel Advisors
17
Citadel Advisors
Florida
– -$916K -17,870 Closed
AIA
18
Allegis Investment Advisors
Idaho
– -$415K -8,100 Closed
NR
19
Newfound Research
Massachusetts
– -$89K -1,737 Closed