JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
44 hedge funds and large institutions have $114M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
2% more funds holding
Funds holding: 43 → 44 (+1)
8% less capital invested
Capital invested by funds: $124M → $114M (-$9.67M)
8.59% less ownership
Funds ownership: 75.45% → 66.86% (-8.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$5.87M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.16M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$917K |
| 4 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
+$621K |
| 5 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
+$582K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$6.95M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.82M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.81M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$1.68M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.65M |
BBHY Hedge Fund Activity: Q4 2019 in Review
44 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2019, worth a combined $114M — down 7.8% from $124M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BBHY positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Mission Wealth Management, adding an estimated $5.87M. The largest seller was Nicolet Advisory Services, cutting an estimated $6.95M.
- 44 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2019, up from 43 in Q3 2019.
- Funds reported $114M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2019, down 7.8% quarter-over-quarter.
- 8 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2019 and 6 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2019 was Mission Wealth Management, an estimated $5.87M added.
- The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2019 was Nicolet Advisory Services, an estimated $6.95M sold.
Based on aggregated 13F filings for Q4 2019.