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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

66 hedge funds and large institutions have $408M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

151% more capital invested

Capital invested by funds: $162M → $408M (+$246M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

18% more funds holding

Funds holding: 5666 (+10)

8.99% more ownership

Funds ownership: 73.95%82.94% (+9%)

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
26
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$242M +$238M +4,657,265 +224,555%
GI
2
Gradient Investments
Minnesota
$15.7M -$126K -2,462 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$14.1M +$1.12M +21,990 +9%
CCM
4
Condor Capital Management
New Jersey
$12.3M -$85.9K -1,684 -0.7%
MWM
5
Mission Wealth Management
California
$12.2M +$712K +13,952 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$9.64M +$612K +11,987 +7%
PAA
7
Peregrine Asset Advisers
Oregon
$8.25M +$61.8K +1,210 +0.8%
NAS
8
Nicolet Advisory Services
Wisconsin
$7.92M -$82.4K -1,614 -1%
AssetMark Inc
9
AssetMark Inc
California
$7.14M -$6.24M -122,278 -47%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$7.11M +$6.5M +127,347 +1,326%
Bank of America
11
Bank of America
North Carolina
$6.79M -$4.39M -86,090 -40%
SB
12
Simmons Bank
Arkansas
$5.6M +$43K +842 +0.8%
BEC
13
Blue Edge Capital
Virginia
$5.55M +$5.45M +106,857 New
PWA
14
Peterson Wealth Advisors
Utah
$5M +$412K +8,081 +9%
WCM
15
Windsor Capital Management
Arizona
$4.91M +$319K +6,243 +7%
CW
16
CreativeOne Wealth
Kansas
$4.73M -$1.48M -28,992 -24%
MPWT
17
MassMutual Private Wealth & Trust
Connecticut
$4.53M -$1.12M -22,007 -20%
Citadel Advisors
18
Citadel Advisors
Florida
$3.61M +$3.55M +69,589 New
LPL Financial
19
LPL Financial
California
$3.17M +$862K +16,889 +38%
Jane Street
20
Jane Street
New York
$2.52M -$3.62M -70,874 -59%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$2.2M +$17.1K +335 +0.7%
GM
22
GeoWealth Management
Illinois
$2.13M -$11.9K -234 -0.6%
VWA
23
Visionary Wealth Advisors
Illinois
$1.75M +$368K +7,217 +27%
WGCA
24
Wolf Group Capital Advisors
Virginia
$1.61M +$1.58M +30,968 New
FTUS
25
Flow Traders U.S.
New York
$1.43M +$839K +16,448 +148%

BBHY Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2020, worth a combined $408M — up 151% from $162M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BBHY positions and 3 closed out — a net gain of 11 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was AssetMark Inc, cutting an estimated $6.24M.

  • 66 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $408M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2020, up 151% quarter-over-quarter.
  • 14 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $238M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2020 was AssetMark Inc, an estimated $6.24M sold.

Based on aggregated 13F filings for Q4 2020.