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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

79 hedge funds and large institutions have $699M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 8479 (-5)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43.69% less ownership

Funds ownership: 94.26%50.57% (-44%)

52% less capital invested

Capital invested by funds: $1.45B → $699M (-$755M)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
26
Reduced
33
Closed
10
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
$452M -$638M -12,842,444 -58%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$48.9M
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$19.2M +$2.65M +53,285 +16%
HighTower Advisors
4
HighTower Advisors
Illinois
$15.5M +$10.4K +210 +0.1%
SA
5
SAM Advisors
California
$14M +$546K +10,985 +4%
Morgan Stanley
6
Morgan Stanley
New York
$11.6M -$9.31M -187,380 -44%
CCM
7
Condor Capital Management
New Jersey
$11.3M -$128K -2,581 -1%
GI
8
Gradient Investments
Minnesota
$10.5M -$1.22M -24,529 -10%
SB
9
Simmons Bank
Arkansas
$10.2M -$212K -4,258 -2%
AssetMark Inc
10
AssetMark Inc
California
$9.02M +$5.58M +112,400 +156%
WCM
11
Windsor Capital Management
Arizona
$7.63M +$416K +8,377 +6%
NAS
12
Nicolet Advisory Services
Wisconsin
$7.17M -$565K -11,364 -7%
VWA
13
Visionary Wealth Advisors
Illinois
$6.27M +$335K +6,737 +6%
PWA
14
Peterson Wealth Advisors
Utah
$5.26M -$40.9K -823 -0.8%
Jane Street
15
Jane Street
New York
$4.21M -$20.4M -411,359 -83%
MWM
16
Marion Wealth Management
Pennsylvania
$4.17M +$97.8K +1,968 +2%
MWM
17
Mission Wealth Management
California
$4.13M -$2.01M -40,539 -32%
PAA
18
Peregrine Asset Advisers
Oregon
$4M -$3.7M -74,517 -48%
CW
19
CreativeOne Wealth
Kansas
$3.34M +$899K +18,101 +36%
BEC
20
Blue Edge Capital
Virginia
$3.32M -$43.8K -882 -1%
RFM
21
Royal Fund Management
Florida
$3.22M +$392K +7,895 +14%
RWB
22
RMR Wealth Builders
New Jersey
$2.89M +$33.1K +666 +1%
LPL Financial
23
LPL Financial
California
$2.89M +$51.9K +1,045 +2%
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$2.52M +$137K +2,754 +6%
SC
25
Slow Capital
California
$2.5M -$36.9K -743 -1%

BBHY Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2022, worth a combined $699M — down 52% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BBHY and 7 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 26 added.

The largest buyer was AssetMark Inc, adding an estimated $5.58M. The largest seller was JP Morgan Chase, cutting an estimated $638M.

  • 79 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2022, down from 84 in Q4 2021.
  • Funds reported $699M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2022, down 52% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2022 and 10 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2022 was AssetMark Inc, an estimated $5.58M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $638M sold.

Based on aggregated 13F filings for Q1 2022.