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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

32 hedge funds and large institutions have $130M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

28% more funds holding

Funds holding: 2532 (+7)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

12% more capital invested

Capital invested by funds: $116M → $130M (+$14M)

7.18% more ownership

Funds ownership: 84.94%92.12% (+7.2%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$42.8M -$19.7M -397,900 -32%
NAS
2
Nicolet Advisory Services
Wisconsin
$22M +$21.6M +436,056 New
Jane Street
3
Jane Street
New York
$10.5M +$3.74M +75,559 +57%
FTUS
4
Flow Traders U.S.
New York
$8.22M +$8.08M +163,124 New
Morgan Stanley
5
Morgan Stanley
New York
$7.8M +$3.63M +73,177 +90%
FWM
6
Frontier Wealth Management
Missouri
$5.99M +$264K +5,332 +5%
MPWT
7
MassMutual Private Wealth & Trust
Connecticut
$3.55M +$3.49M +70,436 New
CW
8
CreativeOne Wealth
Kansas
$3.37M +$1.96M +39,480 +144%
PFG
9
Pacific Financial Group
Washington
$3.3M -$6.84M -138,071 -68%
GI
10
Gradient Investments
Minnesota
$3M +$385K +7,774 +15%
BCM
11
Bluefin Capital Management
New York
$2.98M +$2.66M +53,710 +1,001%
PWA
12
Peterson Wealth Advisors
Utah
$2.71M -$1.19M -24,054 -31%
PWPS
13
Pinnacle Wealth Planning Services
Ohio
$2.37M -$1.42M -28,559 -38%
AssetMark Inc
14
AssetMark Inc
California
$2.23M -$4.92M -99,268 -69%
WCM
15
Windsor Capital Management
Arizona
$1.75M +$226K +4,552 +15%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.24M +$669K +13,501 +122%
SC
17
Slow Capital
California
$1.23M +$62.8K +1,268 +5%
WP
18
WealthPLAN Partners
Nebraska
$992K -$942 -19 -0.1%
LPL Financial
19
LPL Financial
California
$829K -$2.74M -55,236 -77%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$742K +$386K +7,793 +112%
CA
21
Continuum Advisory
Idaho
$713K +$45.8K +924 +7%
BCI
22
Brinker Capital Investments
Pennsylvania
$678K -$52.8K -1,065 -7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$368K +$362K +7,311 New
ECA
24
Elevated Capital Advisors
Utah
$245K +$256K +5,162 New
SIS
25
Sound Income Strategies
Florida
$107K -$135K -2,725 -56%

BBHY Hedge Fund Activity: Q1 2019 in Review

32 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2019, worth a combined $130M — up 12% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BBHY positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $8.08M. The largest seller was FormulaFolio Investments, cutting an estimated $19.7M.

  • 32 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2019, up from 25 in Q4 2018.
  • Funds reported $130M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2019, up 12% quarter-over-quarter.
  • 10 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2019 and 3 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2019 was Flow Traders U.S., an estimated $8.08M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2019 was FormulaFolio Investments, an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2019.