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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

54 hedge funds and large institutions have $104M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 5454 (0)

0.44% less ownership

Funds ownership: 74.4%73.96% (-0.44%)

7% less capital invested

Capital invested by funds: $112M → $104M (-$8.25M)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$12.4M +$5.56M +116,852 +84%
Morgan Stanley
2
Morgan Stanley
New York
$10M +$1.54M +32,302 +19%
MWM
3
Mission Wealth Management
California
$7.96M +$1.08M +22,613 +16%
NAS
4
Nicolet Advisory Services
Wisconsin
$7.78M -$928K -19,509 -11%
Jane Street
5
Jane Street
New York
$7.69M -$39.9M -839,318 -84%
AssetMark Inc
6
AssetMark Inc
California
$7.45M +$7.28M +152,946 +50,311%
FTUS
7
Flow Traders U.S.
New York
$5.34M +$1.34M +28,250 +35%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.22M +$2.71M +57,066 +113%
SB
9
Simmons Bank
Arkansas
$5.14M -$352K -7,398 -7%
WCM
10
Windsor Capital Management
Arizona
$3.92M +$618K +12,987 +19%
PWA
11
Peterson Wealth Advisors
Utah
$3.77M +$15.1K +317 +0.4%
PWPS
12
Pinnacle Wealth Planning Services
Ohio
$3.46M +$859K +18,048 +30%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$3.44M +$3.37M +70,808 New
CW
14
CreativeOne Wealth
Kansas
$3.2M +$2M +41,968 +176%
GFPC
15
Global Financial Private Capital
Florida
$1.7M -$1.42M -29,808 -46%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$1.54M +$543K +11,414 +56%
SC
17
Slow Capital
California
$1.24M -$33.6K -707 -3%
GM
18
GeoWealth Management
Illinois
$1.22M -$205K -4,313 -15%
KWA
19
KCS Wealth Advisory
California
$1.19M +$99.8K +2,097 +9%
WP
20
WealthPLAN Partners
Nebraska
$910K -$2.14K -45 -0.2%
Lido Advisors
21
Lido Advisors
California
$897K -$38.2K -804 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$822K +$208K +4,366 +35%
HIM
23
HawsGoodwin Investment Management
Tennessee
$706K +$392K +8,247 +131%
SIA
24
Strategic Investment Advisors
Michigan
$634K -$91.7K -1,928 -13%
HighTower Advisors
25
HighTower Advisors
Illinois
$631K +$30.4K +639 +5%

BBHY Hedge Fund Activity: Q2 2020 in Review

54 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2020, worth a combined $104M — down 7.4% from $112M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BBHY positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 20 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $7.28M. The largest seller was Jane Street, cutting an estimated $39.9M.

  • 54 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $104M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2020, down 7.4% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2020 was AssetMark Inc, an estimated $7.28M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $39.9M sold.

Based on aggregated 13F filings for Q2 2020.