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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

56 hedge funds and large institutions have $162M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

56% more capital invested

Capital invested by funds: $104M → $162M (+$58.4M)

4% more funds holding

Funds holding: 5456 (+2)

0.01% less ownership

Funds ownership: 73.96%73.95% (-0.01%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
28
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$15.8M +$3.06M +60,876 +24%
AssetMark Inc
2
AssetMark Inc
California
$13M +$5.35M +106,599 +70%
Morgan Stanley
3
Morgan Stanley
New York
$12.5M +$2.18M +43,419 +21%
CCM
4
Condor Capital Management
New Jersey
$11.9M +$12M +238,430 New
MWM
5
Mission Wealth Management
California
$11M +$2.83M +56,386 +34%
Bank of America
6
Bank of America
North Carolina
$10.8M +$10.6M +210,492 +3,237%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.67M +$8.09M +161,139 +1,238%
PAA
8
Peregrine Asset Advisers
Oregon
$7.89M +$7.92M +157,739 New
NAS
9
Nicolet Advisory Services
Wisconsin
$7.71M -$296K -5,887 -4%
CW
10
CreativeOne Wealth
Kansas
$6.01M +$2.73M +54,299 +82%
Jane Street
11
Jane Street
New York
$5.97M -$1.95M -38,931 -25%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$5.46M +$3.89M +77,514 +244%
SB
13
Simmons Bank
Arkansas
$5.35M +$65K +1,295 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.11M -$269K -5,360 -5%
WCM
15
Windsor Capital Management
Arizona
$4.42M +$381K +7,584 +9%
PWA
16
Peterson Wealth Advisors
Utah
$4.42M +$540K +10,752 +14%
RCAG
17
Rehmann Capital Advisory Group
Michigan
$3.85M +$314K +6,258 +9%
LPL Financial
18
LPL Financial
California
$2.21M +$1.61M +31,991 +264%
PWPS
19
Pinnacle Wealth Planning Services
Ohio
$2.11M -$1.44M -28,611 -36%
GM
20
GeoWealth Management
Illinois
$2.06M +$807K +16,078 +64%
SC
21
Slow Capital
California
$1.57M +$295K +5,886 +23%
VWA
22
Visionary Wealth Advisors
Illinois
$1.32M +$1.33M +26,421 New
KWA
23
KCS Wealth Advisory
California
$1.12M -$103K -2,049 -8%
ECM
24
ETrade Capital Management
Virginia
$1M +$1.01M +20,093 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1M +$520K +10,352 +107%

BBHY Hedge Fund Activity: Q3 2020 in Review

56 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2020, worth a combined $162M — up 56% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BBHY positions and 3 closed out — a net gain of 4 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Condor Capital Management, opening a new position worth an estimated $12M. The largest seller was Flow Traders U.S., cutting an estimated $4.96M.

  • 56 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $162M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2020, up 56% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2020 and 3 closed out, a net change of +4 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2020 was Condor Capital Management, an estimated $12M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2020 was Flow Traders U.S., an estimated $4.96M sold.

Based on aggregated 13F filings for Q3 2020.