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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

72 hedge funds and large institutions have $304M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.84% more ownership

Funds ownership: 87.84%94.68% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

4% less funds holding

Funds holding: 7572 (-3)

10% less capital invested

Capital invested by funds: $339M → $304M (-$35M)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
25
Closed
12
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
$129M -$58.1M -1,302,176 -31%
Jane Street
2
Jane Street
New York
$41.6M +$26.6M +596,382 +181%
GVAG
3
Great Valley Advisor Group
Delaware
$17.8M +$17.7M +397,034 New
HighTower Advisors
4
HighTower Advisors
Illinois
$14.6M +$331K +7,430 +2%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$11.2M -$11.2M -250,000 -50%
Citadel Advisors
6
Citadel Advisors
Florida
$7.26M +$7.21M +161,643 New
WCM
7
Windsor Capital Management
Arizona
$5.89M +$122K +2,733 +2%
NAS
8
Nicolet Advisory Services
Wisconsin
$5.73M -$145K -3,241 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.59M +$853K +19,129 +23%
PWPS
10
Pinnacle Wealth Planning Services
Ohio
$3.92M -$282K -6,332 -7%
GGS
11
Galvin Gaustad & Stein
Arizona
$3.9M +$324K +7,261 +9%
LPL Financial
12
LPL Financial
California
$3.81M -$778K -17,446 -17%
FFA
13
Founders Financial Alliance
North Carolina
$3.59M +$87.3K +1,957 +3%
SB
14
Simmons Bank
Arkansas
$3.53M -$4.04M -90,495 -54%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$3.52M +$30.8K +690 +0.9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.46M +$784K +17,570 +30%
MWM
17
Mission Wealth Management
California
$3.32M +$77.4K +1,736 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.32M +$1.4M +31,488 +74%
DAS
19
Dynamic Advisor Solutions
Arizona
$3.24M +$2.01M +45,027 +167%
RFM
20
Royal Fund Management
Florida
$3.03M +$24.9K +559 +0.8%
VWA
21
Visionary Wealth Advisors
Illinois
$2.73M -$1.12M -25,104 -29%
CW
22
CreativeOne Wealth
Kansas
$2.03M +$115K +2,572 +6%
GLLW
23
Graves Light Lenhart Wealth
Virginia
$2.02M +$435K +9,762 +28%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$1.94M -$987K -22,120 -34%
GCM
25
Gallacher Capital Management
Colorado
$1.92M

BBHY Hedge Fund Activity: Q1 2023 in Review

72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2023, worth a combined $304M — down 10% from $339M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BBHY and 9 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Jane Street, adding an estimated $26.6M. The largest seller was JP Morgan Chase, cutting an estimated $58.1M.

  • 72 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2023, down from 75 in Q4 2022.
  • Funds reported $304M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2023 and 12 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $26.6M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $58.1M sold.

Based on aggregated 13F filings for Q1 2023.