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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Mission Wealth Management
California
+$5.91M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.17M
3
Lido Advisors
Lido Advisors
California
+$928K
4
KWA
KCS Wealth Advisory
California
+$626K
5
WCM
Windsor Capital Management
Arizona
+$586K

Top Sellers

1
NAS
Nicolet Advisory Services
Wisconsin
-$7M
2
GM
GeoWealth Management
Illinois
-$3.84M
3
FTUS
Flow Traders U.S.
New York
-$3.82M
4
PFG
Pacific Financial Group
Washington
-$1.7M
5
CW
CreativeOne Wealth
Kansas
-$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
1
FormulaFolio Investments
Michigan
$31M +$341K +6,592 +1%
Morgan Stanley
2
Morgan Stanley
New York
$16.9M -$68.9K -1,331 -0.4%
NAS
3
Nicolet Advisory Services
Wisconsin
$15.2M -$7M -135,275 -32%
MWM
4
Mission Wealth Management
California
$6.17M +$5.91M +114,114 +2,266%
GI
5
Gradient Investments
Minnesota
$4.44M +$160K +3,091 +4%
PFG
6
Pacific Financial Group
Washington
$3.9M -$1.7M -32,743 -30%
RWP
7
RWA Wealth Partners
Massachusetts
$3.57M -$46.3K -894 -1%
WCM
8
Windsor Capital Management
Arizona
$3.31M +$586K +11,330 +21%
CW
9
CreativeOne Wealth
Kansas
$3.25M -$1.67M -32,159 -34%
PWA
10
Peterson Wealth Advisors
Utah
$3.22M +$255K +4,934 +9%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$3.01M +$202K +3,903 +7%
Citadel Advisors
12
Citadel Advisors
Florida
$2.82M +$2.17M +41,975 +336%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.5M -$1.35M -26,117 -35%
AssetMark Inc
14
AssetMark Inc
California
$2.08M +$94.2K +1,820 +5%
SC
15
Slow Capital
California
$1.26M -$80.8K -1,560 -6%
KWA
16
KCS Wealth Advisory
California
$1.18M +$626K +12,081 +113%
LPL Financial
17
LPL Financial
California
$1.13M -$190K -3,676 -14%
CA
18
Continuum Advisory
Idaho
$1.07M +$57.8K +1,116 +6%
WP
19
WealthPLAN Partners
Nebraska
$969K -$2.4K -46 -0.2%
HIM
20
HawsGoodwin Investment Management
Tennessee
$937K +$937K +18,090 New
Lido Advisors
21
Lido Advisors
California
$928K +$928K +17,847 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$817K -$19.6K -378 -2%
BCI
23
Brinker Capital Investments
Pennsylvania
$583K -$18.5K -358 -3%
GM
24
GeoWealth Management
Illinois
$555K -$3.84M -74,156 -87%
MA
25
Mutual Advisors
Nebraska
$450K +$11.2K +216 +3%
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