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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

69 hedge funds and large institutions have $314M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23.43% more ownership

Funds ownership: 57.96%81.39% (+23%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

7% less funds holding

Funds holding: 7469 (-5)

11% less capital invested

Capital invested by funds: $354M → $314M (-$40M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
23
Reduced
25
Closed
11
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
$190M -$11.2M -250,731 -5%
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$14.6M -$761K -16,978 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$13.7M +$10.9K +243 +0.1%
GI
4
Gradient Investments
Minnesota
$12.6M +$13.3M +295,752 +85,725%
SB
5
Simmons Bank
Arkansas
$7.83M -$346K -7,729 -4%
Jane Street
6
Jane Street
New York
$7.11M -$11.8M -262,529 -61%
CCM
7
Condor Capital Management
New Jersey
$6.44M -$3.21M -71,653 -32%
NAS
8
Nicolet Advisory Services
Wisconsin
$5.91M -$254K -5,675 -4%
WCM
9
Windsor Capital Management
Arizona
$5.6M -$111K -2,487 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.64M +$170K +3,790 +5%
VWA
11
Visionary Wealth Advisors
Illinois
$3.62M -$243K -5,417 -6%
MWM
12
Mission Wealth Management
California
$3.62M -$515K -11,484 -12%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.99M +$78.4K +1,749 +3%
RFM
14
Royal Fund Management
Florida
$2.86M -$34.6K -772 -1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.65M +$2.81M +62,640 New
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$2.42M +$125K +2,796 +5%
CW
17
CreativeOne Wealth
Kansas
$2.36M -$134K -2,986 -5%
GGS
18
Galvin Gaustad & Stein
Arizona
$2.26M +$910K +20,298 +61%
LPL Financial
19
LPL Financial
California
$2.24M +$576K +12,857 +32%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.07M +$1.52M +33,922 +229%
CI
21
Conning Inc
Connecticut
$1.48M
FTUS
22
Flow Traders U.S.
New York
$1.39M +$283K +6,325 +24%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$1.31M +$991K +22,120 +251%
WGCA
24
Wolf Group Capital Advisors
Virginia
$1.2M +$51.4K +1,147 +4%
Lido Advisors
25
Lido Advisors
California
$1.04M +$22.9K +511 +2%

BBHY Hedge Fund Activity: Q3 2022 in Review

69 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2022, worth a combined $314M — down 11% from $354M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BBHY and 7 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was Gradient Investments, adding an estimated $13.3M. The largest seller was SAM Advisors, cutting an estimated $15M.

  • 69 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $314M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -4 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2022 was Gradient Investments, an estimated $13.3M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2022 was SAM Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2022.