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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $308M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
23
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$15.9M
2
BlackRock
BlackRock
New York
$3.84M
3
OMC
Old Mission Capital
Illinois
$2.77M
4
DAS
Dynamic Advisor Solutions
Arizona
$5.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
GCM
Gallacher Capital Management
Colorado
$0
3
CW
CreativeOne Wealth
Kansas
$207K
4
VWA
Visionary Wealth Advisors
Illinois
$915K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$127M -$956K -21,426 -0.7%
Jane Street
2
Jane Street
New York
$40.4M -$911K -20,423 -2%
GVAG
3
Great Valley Advisor Group
Delaware
$18.2M +$518K +11,620 +3%
LPL Financial
4
LPL Financial
California
$15.9M +$12.1M +271,886 +320%
HighTower Advisors
5
HighTower Advisors
Illinois
$15.4M +$846K +18,992 +6%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$11.2M – – –
WCM
7
Windsor Capital Management
Arizona
$5.99M +$142K +3,185 +2%
NAS
8
Nicolet Advisory Services
Wisconsin
$5.6M -$63.2K -1,440 -1%
DAS
9
Dynamic Advisor Solutions
Arizona
$5.4M +$2.18M +48,898 +68%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.01M +$441K +9,963 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.15M +$861K +19,304 +26%
BlackRock
12
BlackRock
New York
$3.84M +$3.84M +86,007 New
FFA
13
Founders Financial Alliance
North Carolina
$3.63M +$65.8K +1,474 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.56M +$127K +2,852 +4%
GGS
15
Galvin Gaustad & Stein
Arizona
$3.54M -$335K -7,504 -9%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$3.48M -$404K -9,062 -10%
RFM
17
Royal Fund Management
Florida
$3.03M +$27.5K +616 +0.9%
SB
18
Simmons Bank
Arkansas
$2.99M -$509K -11,420 -15%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.98M -$517K -11,601 -15%
MWM
20
Mission Wealth Management
California
$2.81M -$483K -10,820 -15%
OMC
21
Old Mission Capital
Illinois
$2.77M +$2.77M +62,200 New
GLLW
22
Graves Light Lenhart Wealth
Virginia
$2.17M +$158K +3,551 +8%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$1.93M – – –
WGCA
24
Wolf Group Capital Advisors
Virginia
$1.38M +$68.4K +1,550 +5%
PA
25
PFG Advisors
Arizona
$1.31M +$189K +4,230 +17%
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