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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

84 hedge funds and large institutions have $1.45B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

14% more funds holding

Funds holding: 7484 (+10)

1.54% more ownership

Funds ownership: 92.72%94.26% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $1.49B → $1.45B (-$33M)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
37
Reduced
20
Closed
6
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
$1.14B -$33.5M -648,091 -3%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$51.8M
Jane Street
3
Jane Street
New York
$25.7M +$12.1M +235,243 +90%
Morgan Stanley
4
Morgan Stanley
New York
$22M -$877K -16,978 -4%
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$17.5M +$2.91M +56,271 +20%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.4M +$5.86M +113,505 +56%
SA
7
SAM Advisors
California
$14M +$2.48M +48,051 +21%
GI
8
Gradient Investments
Minnesota
$12.4M -$27.5M -533,370 -69%
CCM
9
Condor Capital Management
New Jersey
$12.1M -$64.5K -1,248 -0.5%
SB
10
Simmons Bank
Arkansas
$11.1M +$543K +10,505 +5%
NAS
11
Nicolet Advisory Services
Wisconsin
$8.4M +$12.6K +244 +0.2%
PAA
12
Peregrine Asset Advisers
Oregon
$8.09M -$28.8K -558 -0.4%
WCM
13
Windsor Capital Management
Arizona
$7.64M +$275K +5,334 +4%
MWM
14
Mission Wealth Management
California
$6.47M -$1.2M -23,145 -16%
VWA
15
Visionary Wealth Advisors
Illinois
$6.29M +$394K +7,626 +7%
Citadel Advisors
16
Citadel Advisors
Florida
$5.75M -$3.04M -58,907 -35%
PWA
17
Peterson Wealth Advisors
Utah
$5.61M +$241K +4,666 +4%
WGCA
18
Wolf Group Capital Advisors
Virginia
$5.04M +$3.38M +65,447 +205%
MWM
19
Marion Wealth Management
Pennsylvania
$4.31M +$4.3M +83,212 New
Osaic Holdings
20
Osaic Holdings
Arizona
$4.24M +$621K +12,031 +17%
AssetMark Inc
21
AssetMark Inc
California
$3.73M +$153K +2,955 +4%
BEC
22
Blue Edge Capital
Virginia
$3.56M -$2.56M -49,511 -42%
5L
23
55I LLC
Massachusetts
$3.49M +$2.61M +50,457 +296%
Bank of America
24
Bank of America
North Carolina
$3.19M +$293K +5,680 +10%
HIM
25
HawsGoodwin Investment Management
Tennessee
$3.15M +$127K +2,459 +4%

BBHY Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2021, worth a combined $1.45B — down 2.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBHY positions and 6 closed out — a net gain of 11 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Jane Street, adding an estimated $12.1M. The largest seller was JP Morgan Chase, cutting an estimated $33.5M.

  • 84 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2021, up from 74 in Q3 2021.
  • Funds reported $1.45B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2021, down 2.2% quarter-over-quarter.
  • 17 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2021 and 6 closed out, a net change of +11 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $12.1M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2021 was JP Morgan Chase, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2021.