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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

75 hedge funds and large institutions have $339M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 6975 (+6)

8% more capital invested

Capital invested by funds: $314M → $339M (+$25M)

6.44% more ownership

Funds ownership: 81.39%87.84% (+6.4%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
26
Closed
7
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
$183M -$14M -318,967 -7%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$21.9M +$21.9M +500,000 New
GI
3
Gradient Investments
Minnesota
$17.5M +$4.47M +102,074 +34%
Jane Street
4
Jane Street
New York
$14.5M +$7.12M +162,449 +97%
HighTower Advisors
5
HighTower Advisors
Illinois
$14M -$125K -2,848 -0.9%
SB
6
Simmons Bank
Arkansas
$7.41M -$689K -15,722 -9%
NAS
7
Nicolet Advisory Services
Wisconsin
$6M -$330K -7,529 -5%
WCM
8
Windsor Capital Management
Arizona
$5.63M -$165K -3,774 -3%
LPL Financial
9
LPL Financial
California
$4.49M +$2.17M +49,597 +94%
CCM
10
Condor Capital Management
New Jersey
$4.48M -$2.18M -49,741 -33%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$4.1M +$1.6M +36,476 +64%
VWA
12
Visionary Wealth Advisors
Illinois
$3.77M +$16.2K +369 +0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.69M -$75.4K -1,720 -2%
GGS
14
Galvin Gaustad & Stein
Arizona
$3.49M +$1.15M +26,187 +49%
FFA
15
Founders Financial Alliance
North Carolina
$3.42M +$3.42M +77,940 New
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$3.41M +$318K +7,257 +10%
MWM
17
Mission Wealth Management
California
$3.16M -$580K -13,229 -15%
RFM
18
Royal Fund Management
Florida
$2.93M -$29.4K -670 -1%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$2.86M +$1.51M +34,419 +111%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.61M +$468K +10,682 +22%
GCM
21
Gallacher Capital Management
Colorado
$1.87M +$1.87M +42,675 New
CW
22
CreativeOne Wealth
Kansas
$1.87M -$579K -13,204 -24%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.86M +$1.27M +29,075 +219%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$1.55M +$737K +16,816 +91%
OMC
25
Old Mission Capital
Illinois
$1.47M +$1.16M +26,526 +380%

BBHY Hedge Fund Activity: Q4 2022 in Review

75 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2022, worth a combined $339M — up 8% from $314M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $21.9M. The largest seller was Rainey & Randall Wealth Advisors, exiting entirely with an estimated $14.6M sold.

  • 75 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $339M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2022, up 8% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2022 was State of New Jersey Common Pension Fund D, an estimated $21.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2022 was Rainey & Randall Wealth Advisors, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2022.