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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

43 hedge funds and large institutions have $124M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

19% more funds holding

Funds holding: 3643 (+7)

10% more capital invested

Capital invested by funds: $112M → $124M (+$11.4M)

6.67% more ownership

Funds ownership: 68.79%75.45% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
20
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$30.4M -$3.82M -74,522 -11%
NAS
2
Nicolet Advisory Services
Wisconsin
$22M -$2.82M -54,878 -11%
Morgan Stanley
3
Morgan Stanley
New York
$16.8M +$5.79M +112,821 +53%
PFG
4
Pacific Financial Group
Washington
$5.52M +$2.18M +42,440 +65%
CW
5
CreativeOne Wealth
Kansas
$4.87M +$476K +9,279 +11%
GM
6
GeoWealth Management
Illinois
$4.36M +$4.13M +80,457 +1,821%
GI
7
Gradient Investments
Minnesota
$4.25M +$586K +11,426 +16%
MPWT
8
MassMutual Private Wealth & Trust
Connecticut
$3.82M +$380K +7,396 +11%
FTUS
9
Flow Traders U.S.
New York
$3.82M +$2.23M +43,446 +140%
RWP
10
RWA Wealth Partners
Massachusetts
$3.59M -$4.88K -95 -0.1%
PWA
11
Peterson Wealth Advisors
Utah
$2.94M +$74.9K +1,460 +3%
PWPS
12
Pinnacle Wealth Planning Services
Ohio
$2.78M +$230K +4,487 +9%
WCM
13
Windsor Capital Management
Arizona
$2.71M +$572K +11,146 +27%
AssetMark Inc
14
AssetMark Inc
California
$1.97M +$192K +3,740 +11%
SC
15
Slow Capital
California
$1.33M +$89.6K +1,746 +7%
LPL Financial
16
LPL Financial
California
$1.31M +$384K +7,492 +42%
Jane Street
17
Jane Street
New York
$1.29M -$2.45M -47,764 -65%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.26M
CA
19
Continuum Advisory
Idaho
$1M +$73.2K +1,427 +8%
WP
20
WealthPLAN Partners
Nebraska
$956K -$9.13K -178 -0.9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$829K -$21.2K -413 -2%
NB
22
Nicolet Bankshares
Wisconsin
$707K +$707K +13,777 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$687K -$81K -1,579 -11%
Citadel Advisors
24
Citadel Advisors
Florida
$641K +$641K +12,486 New
BCI
25
Brinker Capital Investments
Pennsylvania
$596K -$43.4K -845 -7%

BBHY Hedge Fund Activity: Q3 2019 in Review

43 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2019, worth a combined $124M — up 10% from $112M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BBHY positions and 2 closed out — a net gain of 7 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.79M. The largest seller was FormulaFolio Investments, cutting an estimated $3.82M.

  • 43 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2019, up from 36 in Q2 2019.
  • Funds reported $124M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2019 and 2 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2019 was Morgan Stanley, an estimated $5.79M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2019 was FormulaFolio Investments, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2019.