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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

74 hedge funds and large institutions have $354M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.39% more ownership

Funds ownership: 50.57%57.96% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 7974 (-5)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

49% less capital invested

Capital invested by funds: $699M → $354M (-$345M)

54% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 35

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
16
Reduced
35
Closed
14
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
$207M -$207M -4,497,404 -49%
Jane Street
2
Jane Street
New York
$18.8M +$15.8M +344,170 +400%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$15.7M -$1.42M -30,858 -8%
SA
4
SAM Advisors
California
$14.9M +$2.6M +56,577 +20%
HighTower Advisors
5
HighTower Advisors
Illinois
$14M +$210K +4,563 +1%
CCM
6
Condor Capital Management
New Jersey
$9.75M -$342K -7,437 -3%
SB
7
Simmons Bank
Arkansas
$8.39M -$773K -16,804 -8%
NAS
8
Nicolet Advisory Services
Wisconsin
$6.43M -$250K -5,426 -4%
WCM
9
Windsor Capital Management
Arizona
$5.87M -$982K -21,346 -14%
MWM
10
Mission Wealth Management
California
$4.22M +$571K +12,422 +15%
VWA
11
Visionary Wealth Advisors
Illinois
$3.96M -$1.72M -37,358 -29%
MWM
12
Marion Wealth Management
Pennsylvania
$3.95M +$252K +5,478 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.58M -$547K -11,890 -13%
PAA
14
Peregrine Asset Advisers
Oregon
$3.52M -$55.3K -1,203 -1%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3M +$2.89M +62,811 +1,068%
RFM
16
Royal Fund Management
Florida
$2.98M +$112K +2,429 +4%
CW
17
CreativeOne Wealth
Kansas
$2.56M -$435K -9,447 -14%
PWPS
18
Pinnacle Wealth Planning Services
Ohio
$2.36M +$120K +2,603 +5%
LPL Financial
19
LPL Financial
California
$1.74M -$880K -19,124 -32%
CI
20
Conning Inc
Connecticut
$1.53M
GGS
21
Galvin Gaustad & Stein
Arizona
$1.44M +$545K +11,837 +56%
Citadel Advisors
22
Citadel Advisors
Florida
$1.4M +$1.47M +31,987 New
RWB
23
RMR Wealth Builders
New Jersey
$1.27M -$1.38M -30,070 -51%
WGCA
24
Wolf Group Capital Advisors
Virginia
$1.19M -$239K -5,200 -16%
FTUS
25
Flow Traders U.S.
New York
$1.16M +$1.02M +22,182 +515%

BBHY Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2022, worth a combined $354M — down 49% from $699M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BBHY and 12 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 16 added.

The largest buyer was Jane Street, adding an estimated $15.8M. The largest seller was JP Morgan Chase, cutting an estimated $207M.

  • 74 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2022, down from 79 in Q1 2022.
  • Funds reported $354M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2022, down 49% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2022 and 14 closed out, a net change of -2 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $15.8M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2022 was JP Morgan Chase, an estimated $207M sold.

Based on aggregated 13F filings for Q2 2022.