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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

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

1% more capital invested

Capital invested by funds: $304M → $308M (+$4.26M)

0.3% more ownership

Funds ownership: 94.68%94.97% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

7% less funds holding

Funds holding: 7267 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.05%
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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$127M -$950K -21,426 -0.7%
Jane Street
2
Jane Street
New York
$40.4M -$905K -20,423 -2%
GVAG
3
Great Valley Advisor Group
Delaware
$18.2M +$515K +11,620 +3%
LPL Financial
4
LPL Financial
California
$15.9M +$12M +271,886 +320%
HighTower Advisors
5
HighTower Advisors
Illinois
$15.4M +$842K +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 +$141K +3,185 +2%
NAS
8
Nicolet Advisory Services
Wisconsin
$5.6M -$63.8K -1,440 -1%
DAS
9
Dynamic Advisor Solutions
Arizona
$5.4M +$2.17M +48,898 +68%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.01M +$442K +9,963 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.15M +$855K +19,304 +26%
BlackRock
12
BlackRock
New York
$3.84M +$3.81M +86,007 New
FFA
13
Founders Financial Alliance
North Carolina
$3.63M +$65.3K +1,474 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.56M +$126K +2,852 +4%
GGS
15
Galvin Gaustad & Stein
Arizona
$3.54M -$333K -7,504 -9%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$3.48M -$402K -9,062 -10%
RFM
17
Royal Fund Management
Florida
$3.03M +$27.3K +616 +0.9%
SB
18
Simmons Bank
Arkansas
$2.99M -$506K -11,420 -15%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.98M -$514K -11,601 -15%
MWM
20
Mission Wealth Management
California
$2.81M -$480K -10,820 -15%
OMC
21
Old Mission Capital
Illinois
$2.77M +$2.76M +62,200 New
GLLW
22
Graves Light Lenhart Wealth
Virginia
$2.17M +$157K +3,551 +8%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$1.93M
WGCA
24
Wolf Group Capital Advisors
Virginia
$1.38M +$68.7K +1,550 +5%
PA
25
PFG Advisors
Arizona
$1.31M +$187K +4,230 +17%

BBHY Hedge Fund Activity: Q2 2023 in Review

67 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2023, worth a combined $308M — up 1.4% from $304M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BBHY and 4 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.26M sold.

  • 67 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2023, down from 72 in Q1 2023.
  • Funds reported $308M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2023, up 1.4% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of -5 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $12M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2023 was Citadel Advisors, an estimated $7.26M sold.

Based on aggregated 13F filings for Q2 2023.