JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
36 hedge funds and large institutions have $112M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
13% more funds holding
Funds holding: 32 → 36 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $130M → $112M (-$17.5M)
23.34% less ownership
Funds ownership: 92.12% → 68.79% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$3.54M |
| 2 |
Morgan Stanley
New York
|
+$3.03M |
| 3 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$2.4M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$951K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$839K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$9.33M |
| 2 |
Jane Street
New York
|
-$6.88M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$6.69M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$5.99M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$2.98M |
BBHY Hedge Fund Activity: Q2 2019 in Review
36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2019, worth a combined $112M — down 13% from $130M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BBHY positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $3.54M. The largest seller was FormulaFolio Investments, cutting an estimated $9.33M.
- 36 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2019, up from 32 in Q1 2019.
- Funds reported $112M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2019, down 13% quarter-over-quarter.
- 11 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2019 and 6 closed out, a net change of +5 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2019 was RWA Wealth Partners, an estimated $3.54M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2019 was FormulaFolio Investments, an estimated $9.33M sold.
Based on aggregated 13F filings for Q2 2019.