JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
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.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
25% more funds holding
Funds holding: 20 → 25 (+5)
23% more capital invested
Capital invested by funds: $96.3M → $118M (+$22.2M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
139.27% less ownership
Funds ownership: 216.09% → 76.82% (-139%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$16.4M |
| 2 |
Jane Street
New York
|
+$5.8M |
| 3 |
BCM
Bluefin Capital Management
New York
|
+$2.81M |
| 4 |
Morgan Stanley
New York
|
+$1.43M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$7.11M |
| 2 |
SC
Slow Capital
Greenbrae,
California
|
-$1.27M |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$660K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$298K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$125K |
BBHY Hedge Fund Activity: Q3 2018 in Review
25 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2018, worth a combined $118M — up 23% from $96.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BBHY positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $16.4M. The largest seller was JP Morgan Chase, cutting an estimated $7.11M.
- 25 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2018, up from 20 in Q2 2018.
- Funds reported $118M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2018, up 23% quarter-over-quarter.
- 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2018 and 2 closed out, a net change of +5 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2018 was FormulaFolio Investments, an estimated $16.4M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2018 was JP Morgan Chase, an estimated $7.11M sold.
Based on aggregated 13F filings for Q3 2018.