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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

70 hedge funds and large institutions have $1.51B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $1.5B → $1.51B (+$8.29M)

0.35% more ownership

Funds ownership: 92.04%92.39% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 7170 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
36
Reduced
15
Closed
12
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
$1.23B -$49.7M -958,009 -4%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$52.3M +$51.9M +1,000,000 New
GI
3
Gradient Investments
Minnesota
$35.2M +$479K +9,241 +1%
Morgan Stanley
4
Morgan Stanley
New York
$18.5M +$1.85M +35,681 +11%
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$13.9M +$708K +13,657 +5%
CCM
6
Condor Capital Management
New Jersey
$12.3M -$32.3K -622 -0.3%
Citadel Advisors
7
Citadel Advisors
Florida
$10.8M -$1.71M -32,963 -14%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.4M +$504K +9,720 +5%
SB
9
Simmons Bank
Arkansas
$9.87M +$4.14M +79,737 +73%
AssetMark Inc
10
AssetMark Inc
California
$9.3M +$388K +7,475 +4%
Bank of America
11
Bank of America
North Carolina
$8.79M -$2.18M -42,094 -20%
NAS
12
Nicolet Advisory Services
Wisconsin
$8.6M -$70.7K -1,363 -0.8%
MWM
13
Mission Wealth Management
California
$8.26M -$885K -17,060 -10%
PAA
14
Peregrine Asset Advisers
Oregon
$8.14M -$125K -2,410 -2%
WCM
15
Windsor Capital Management
Arizona
$7.04M +$507K +9,785 +8%
BEC
16
Blue Edge Capital
Virginia
$5.99M +$50.3K +970 +0.9%
PWA
17
Peterson Wealth Advisors
Utah
$5.65M +$624K +12,036 +13%
Jane Street
18
Jane Street
New York
$5.28M -$23.4M -450,721 -82%
VWA
19
Visionary Wealth Advisors
Illinois
$5.19M +$1.77M +34,093 +52%
CW
20
CreativeOne Wealth
Kansas
$4.84M +$297K +5,721 +7%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$4.3M -$158K -3,055 -4%
HIM
22
HawsGoodwin Investment Management
Tennessee
$3.01M -$380K -7,329 -11%
NWM
23
Nicola Wealth Management
British Columbia, Canada
$2.62M +$2.59M +50,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.56M +$20.6K +397 +0.8%
AWM
25
Avior Wealth Management
Nebraska
$2.43M -$186K -3,589 -7%

BBHY Hedge Fund Activity: Q2 2021 in Review

70 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2021, worth a combined $1.51B — up 0.55% from $1.5B a quarter earlier.

Fund positioning in BBHY was balanced in Q2 2021: 12 funds opened new positions, 12 closed out, 36 added to existing stakes and 15 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $51.9M. The largest seller was JP Morgan Chase, cutting an estimated $49.7M.

  • 70 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2021, down from 71 in Q1 2021.
  • Funds reported $1.51B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2021, up 0.55% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2021 and 12 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2021 was State of New Jersey Common Pension Fund D, an estimated $51.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $49.7M sold.

Based on aggregated 13F filings for Q2 2021.