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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

20 hedge funds and large institutions have $96.3M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more funds holding

Funds holding: 1520 (+5)

18.65% more ownership

Funds ownership: 197.44%216.09% (+19%)

8% more capital invested

Capital invested by funds: $88.8M → $96.3M (+$7.48M)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
5
Increased
11
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$45.5M +$2M +40,129 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$24.3M -$14K -281 -0.1%
FWM
3
Frontier Wealth Management
Missouri
$3.94M +$1.02M +20,446 +35%
AssetMark Inc
4
AssetMark Inc
California
$3.16M +$1.98M +39,696 +164%
SC
5
Slow Capital
California
$3.04M +$39.5K +790 +1%
PWA
6
Peterson Wealth Advisors
Utah
$2.99M +$438K +8,757 +17%
LPL Financial
7
LPL Financial
California
$2.63M +$2.66M +53,229 New
GI
8
Gradient Investments
Minnesota
$2.56M -$16.9K -338 -0.7%
PWPS
9
Pinnacle Wealth Planning Services
Ohio
$1.62M +$72.4K +1,449 +5%
Morgan Stanley
10
Morgan Stanley
New York
$1.03M +$1.04M +20,914 New
WCM
11
Windsor Capital Management
Arizona
$982K +$168K +3,363 +20%
WP
12
WealthPLAN Partners
Nebraska
$977K +$5.85K +117 +0.6%
BCI
13
Brinker Capital Investments
Pennsylvania
$954K +$111K +2,220 +13%
CA
14
Continuum Advisory
Idaho
$943K +$952K +19,056 New
PWM
15
Perigon Wealth Management
California
$660K +$629K +12,592 +1,784%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$409K
Jane Street
17
Jane Street
New York
$319K -$2.73M -54,552 -89%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$237K +$8.09K +162 +4%
BCA
19
Bay Colony Advisors
Massachusetts
$4K +$4.25K +85 New
Bank of America
20
Bank of America
North Carolina
$2K +$2.05K +41 New

BBHY Hedge Fund Activity: Q2 2018 in Review

20 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2018, worth a combined $96.3M — up 8.4% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBHY positions and 0 closed out — a net gain of 5 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $2.66M. The largest seller was Jane Street, cutting an estimated $2.73M.

  • 20 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2018, up from 15 in Q1 2018.
  • Funds reported $96.3M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2018, up 8.4% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2018 and 0 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2018 was LPL Financial, an estimated $2.66M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2018 was Jane Street, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2018.