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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

25 hedge funds and large institutions have $116M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$62.1M
PFG
2
Pacific Financial Group
Washington
$9.7M +$9.7M +203,629 New
AssetMark Inc
3
AssetMark Inc
California
$6.84M +$2.73M +57,317 +66%
Jane Street
4
Jane Street
New York
$6.35M +$503K +10,550 +9%
FWM
5
Frontier Wealth Management
Missouri
$5.41M +$1.27M +26,717 +31%
Morgan Stanley
6
Morgan Stanley
New York
$3.89M +$1.53M +32,079 +65%
PWA
7
Peterson Wealth Advisors
Utah
$3.68M +$253K +5,310 +7%
PWPS
8
Pinnacle Wealth Planning Services
Ohio
$3.6M +$1.43M +29,959 +66%
LPL Financial
9
LPL Financial
California
$3.42M +$100K +2,108 +3%
GI
10
Gradient Investments
Minnesota
$2.46M -$60.2K -1,263 -2%
WCM
11
Windsor Capital Management
Arizona
$1.44M +$205K +4,299 +17%
CW
12
CreativeOne Wealth
Kansas
$1.31M +$969K +20,357 +289%
SC
13
Slow Capital
California
$1.11M -$600K -12,598 -35%
WP
14
WealthPLAN Partners
Nebraska
$983K +$6.56K +132 +0.7%
BCI
15
Brinker Capital Investments
Pennsylvania
$692K -$107K -2,248 -13%
CA
16
Continuum Advisory
Idaho
$629K -$309K -6,489 -33%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$528K -$16.1M -336,868 -97%
FIA
18
Foundations Investment Advisors
Arizona
$524K +$524K +10,546 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$330K +$84.9K +1,784 +35%
BCM
20
Bluefin Capital Management
New York
$255K -$2.43M -51,066 -90%
SIS
21
Sound Income Strategies
Florida
$231K -$85.3K -1,793 -27%
TSS
22
Two Sigma Securities
New York
$227K +$227K +4,768 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$222K +$117K +2,450 +111%
AG
24
Advisor Group
Arizona
$67K +$48.3K +1,008 +259%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4K +$4K +81 New