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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

74 hedge funds and large institutions have $1.49B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 7074 (+4)

0.33% more ownership

Funds ownership: 92.39%92.72% (+0.33%)

1% less capital invested

Capital invested by funds: $1.51B → $1.49B (-$20.9M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
32
Reduced
21
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
$1.18B -$36.2M -693,515 -3%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$52.1M
GI
3
Gradient Investments
Minnesota
$40.3M +$5.23M +100,159 +15%
Morgan Stanley
4
Morgan Stanley
New York
$23M +$4.59M +87,895 +25%
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$14.7M +$817K +15,662 +6%
Jane Street
6
Jane Street
New York
$13.6M +$8.41M +161,121 +160%
CCM
7
Condor Capital Management
New Jersey
$12.2M -$16.3K -313 -0.1%
SA
8
SAM Advisors
California
$11.8M +$11.8M +226,882 New
HighTower Advisors
9
HighTower Advisors
Illinois
$10.6M +$293K +5,607 +3%
SB
10
Simmons Bank
Arkansas
$10.6M +$750K +14,373 +8%
Citadel Advisors
11
Citadel Advisors
Florida
$8.85M -$1.9M -36,337 -18%
NAS
12
Nicolet Advisory Services
Wisconsin
$8.44M -$124K -2,372 -1%
PAA
13
Peregrine Asset Advisers
Oregon
$8.17M +$71.5K +1,371 +0.9%
MWM
14
Mission Wealth Management
California
$7.71M -$513K -9,834 -6%
WCM
15
Windsor Capital Management
Arizona
$7.41M +$404K +7,739 +6%
BEC
16
Blue Edge Capital
Virginia
$6.16M +$199K +3,811 +3%
VWA
17
Visionary Wealth Advisors
Illinois
$5.93M +$769K +14,746 +15%
PWA
18
Peterson Wealth Advisors
Utah
$5.4M -$218K -4,185 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.64M +$2.18M +41,718 +148%
AssetMark Inc
20
AssetMark Inc
California
$3.6M -$5.67M -108,626 -61%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$3.17M -$1.11M -21,277 -26%
HIM
22
HawsGoodwin Investment Management
Tennessee
$3.04M +$45K +862 +1%
Bank of America
23
Bank of America
North Carolina
$2.92M -$5.85M -112,064 -67%
CW
24
CreativeOne Wealth
Kansas
$2.66M -$2.18M -41,697 -45%
NWM
25
Nicola Wealth Management
British Columbia, Canada
$2.6M

BBHY Hedge Fund Activity: Q3 2021 in Review

74 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2021, worth a combined $1.49B — down 1.4% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BBHY positions and 3 closed out — a net gain of 5 holders — while 32 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $8.41M. The largest seller was JP Morgan Chase, cutting an estimated $36.2M.

  • 74 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2021, up from 70 in Q2 2021.
  • Funds reported $1.49B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2021, down 1.4% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2021 was Jane Street, an estimated $8.41M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2021 was JP Morgan Chase, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2021.