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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

54 hedge funds and large institutions have $112M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

23% more funds holding

Funds holding: 4454 (+10)

7.54% more ownership

Funds ownership: 66.86%74.4% (+7.5%)

2% less capital invested

Capital invested by funds: $114M → $112M (-$2.12M)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
16
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$44.2M +$49.4M +997,649 New
NAS
2
Nicolet Advisory Services
Wisconsin
$7.96M -$5.63M -113,799 -39%
Morgan Stanley
3
Morgan Stanley
New York
$7.73M -$7.51M -151,774 -47%
MWM
4
Mission Wealth Management
California
$6.26M +$1.09M +22,091 +19%
GI
5
Gradient Investments
Minnesota
$6.13M +$2.6M +52,564 +61%
SB
6
Simmons Bank
Arkansas
$5.01M +$5.6M +113,155 New
FTUS
7
Flow Traders U.S.
New York
$3.62M +$4.05M +81,754 New
PWA
8
Peterson Wealth Advisors
Utah
$3.42M +$742K +15,002 +24%
WCM
9
Windsor Capital Management
Arizona
$3M +$185K +3,744 +6%
GFPC
10
Global Financial Private Capital
Florida
$2.87M +$3.21M +64,785 New
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$2.71M +$150K +3,034 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.23M +$1.71M +34,641 +220%
Citadel Advisors
13
Citadel Advisors
Florida
$1.54M -$973K -19,651 -36%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.38M +$1.29M +26,146 +518%
GM
15
GeoWealth Management
Illinois
$1.3M +$926K +18,714 +175%
SC
16
Slow Capital
California
$1.16M +$94.1K +1,902 +8%
CW
17
CreativeOne Wealth
Kansas
$1.06M -$1.92M -38,897 -62%
KWA
18
KCS Wealth Advisory
California
$991K -$20.1K -407 -2%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$901K -$1.39M -28,032 -58%
Lido Advisors
20
Lido Advisors
California
$854K +$70.3K +1,420 +8%
WP
21
WealthPLAN Partners
Nebraska
$841K -$27.1K -548 -3%
SIA
22
Strategic Investment Advisors
Michigan
$663K +$741K +14,972 New
LPL Financial
23
LPL Financial
California
$577K -$435K -8,783 -40%
Osaic Holdings
24
Osaic Holdings
Arizona
$557K +$621K +12,553 New
HighTower Advisors
25
HighTower Advisors
Illinois
$545K +$612K +12,373 New

BBHY Hedge Fund Activity: Q1 2020 in Review

54 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2020, worth a combined $112M — down 1.9% from $114M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BBHY positions and 7 closed out — a net gain of 12 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $49.4M. The largest seller was FormulaFolio Investments, cutting an estimated $29.1M.

  • 54 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2020, up from 44 in Q4 2019.
  • Funds reported $112M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2020, down 1.9% quarter-over-quarter.
  • 19 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2020 and 7 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $49.4M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2020 was FormulaFolio Investments, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2020.