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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

71 hedge funds and large institutions have $1.5B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more capital invested

Capital invested by funds: $408M → $1.5B (+$1.09B)

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

9.1% more ownership

Funds ownership: 82.94%92.04% (+9.1%)

8% more funds holding

Funds holding: 6671 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
30
Reduced
16
Closed
13
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
$1.26B +$1.02B +19,722,192 +423%
GI
2
Gradient Investments
Minnesota
$34.2M +$18.1M +350,141 +112%
Jane Street
3
Jane Street
New York
$28.4M +$26M +503,156 +1,037%
Morgan Stanley
4
Morgan Stanley
New York
$16.4M +$2.37M +45,757 +17%
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$13M +$13.1M +252,984 New
Citadel Advisors
6
Citadel Advisors
Florida
$12.3M +$8.78M +169,645 +244%
CCM
7
Condor Capital Management
New Jersey
$12.2M -$45.9K -887 -0.4%
Bank of America
8
Bank of America
North Carolina
$10.8M +$4.1M +79,289 +61%
HighTower Advisors
9
HighTower Advisors
Illinois
$9.69M +$99.6K +1,925 +1%
MWM
10
Mission Wealth Management
California
$9.02M -$3.06M -59,175 -25%
AssetMark Inc
11
AssetMark Inc
California
$8.78M +$1.69M +32,655 +24%
NAS
12
Nicolet Advisory Services
Wisconsin
$8.55M +$685K +13,231 +9%
PAA
13
Peregrine Asset Advisers
Oregon
$8.14M -$51.7K -999 -0.6%
WCM
14
Windsor Capital Management
Arizona
$6.43M +$1.56M +30,196 +32%
BEC
15
Blue Edge Capital
Virginia
$5.85M +$346K +6,677 +6%
SB
16
Simmons Bank
Arkansas
$5.61M +$52.4K +1,012 +0.9%
PWA
17
Peterson Wealth Advisors
Utah
$4.95M -$24.7K -478 -0.5%
CW
18
CreativeOne Wealth
Kansas
$4.47M -$229K -4,431 -5%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$4.39M -$103K -1,985 -2%
LPL Financial
20
LPL Financial
California
$3.44M +$299K +5,770 +9%
VWA
21
Visionary Wealth Advisors
Illinois
$3.35M +$1.63M +31,436 +93%
HIM
22
HawsGoodwin Investment Management
Tennessee
$3.35M +$2.23M +43,012 +196%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.75M -$4.33M -83,681 -61%
AWM
24
Avior Wealth Management
Nebraska
$2.58M +$2.59M +50,133 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.5M +$1.9M +36,795 +315%

BBHY Hedge Fund Activity: Q1 2021 in Review

71 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2021, worth a combined $1.5B — up 268% from $408M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBHY positions and 13 closed out — a net gain of 7 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Susquehanna International Group, cutting an estimated $4.33M.

  • 71 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2021, up from 66 in Q4 2020.
  • Funds reported $1.5B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2021, up 268% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2021 and 13 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2021 was Susquehanna International Group, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2021.