BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY

Overview Fund Activity

25 hedge funds and large institutions have $118M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
13
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$16.3M
2
Jane Street
Jane Street
New York
+$5.79M
3
BCM
Bluefin Capital Management
New York
+$2.81M
4
Morgan Stanley
Morgan Stanley
New York
+$1.43M
5
AssetMark Inc
AssetMark Inc
California
+$1.11M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
2
SC
Slow Capital
California
-$1.27M
3
PWM
Perigon Wealth Management
California
-$660K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$297K
5
BCI
Brinker Capital Investments
Pennsylvania
-$124K
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$62.1M +$16.3M +328,368 +36%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.3M -$7.09M -142,623 -29%
Jane Street
3
Jane Street
New York
$6.11M +$5.79M +116,340 +1,807%
FWM
4
Frontier Wealth Management
Missouri
$4.32M +$357K +7,168 +9%
AssetMark Inc
5
AssetMark Inc
California
$4.29M +$1.11M +22,370 +35%
PWA
6
Peterson Wealth Advisors
Utah
$3.58M +$579K +11,631 +19%
LPL Financial
7
LPL Financial
California
$3.46M +$813K +16,347 +31%
BCM
8
Bluefin Capital Management
New York
$2.81M +$2.81M +56,429 New
GI
9
Gradient Investments
Minnesota
$2.64M +$65.3K +1,313 +3%
Morgan Stanley
10
Morgan Stanley
New York
$2.47M +$1.43M +28,658 +137%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$2.27M +$650K +13,062 +40%
SC
12
Slow Capital
California
$1.78M -$1.27M -25,546 -42%
WCM
13
Windsor Capital Management
Arizona
$1.29M +$305K +6,130 +31%
CA
14
Continuum Advisory
Idaho
$983K +$32.3K +648 +3%
WP
15
WealthPLAN Partners
Nebraska
$949K -$4.59K -95 -0.5%
BCI
16
Brinker Capital Investments
Pennsylvania
$835K -$124K -2,498 -13%
CW
17
CreativeOne Wealth
Kansas
$350K +$350K +7,049 New
SIS
18
Sound Income Strategies
Florida
$331K +$331K +6,646 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$256K +$17.9K +360 +8%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$110K -$297K -5,972 -73%
CI
21
CX Institutional
Indiana
$100K +$100K +2,011 New
UBS Group
22
UBS Group
Switzerland
$78K +$78K +1,569 New
AG
23
Advisor Group
Arizona
$19K +$19K +389 New
Bank of America
24
Bank of America
North Carolina
$12K +$9.94K +198 +483%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +47 New
1
2