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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
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Overview Fund Activity

89 hedge funds and large institutions have $419M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+22
Holders Change %
+32.84%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
35
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DT
Daniels + Tansey
Delaware
$35.5M
2
LPL Financial
LPL Financial
California
$42.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$137M
4
Morgan Stanley
Morgan Stanley
New York
$12.2M
5
Bank of America
Bank of America
North Carolina
$10.7M

Top Sellers

1
Jane Street
Jane Street
New York
$6.98M
2
GLLW
Graves Light Lenhart Wealth
Virginia
$789K
3
GGS
Galvin Gaustad & Stein
Arizona
$2.63M
4
SB
Simmons Bank
Arkansas
$2.46M
5
VWA
Visionary Wealth Advisors
Illinois
$457K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$137M +$11.5M +262,843 +9%
LPL Financial
2
LPL Financial
California
$42.2M +$26.5M +603,889 +169%
DT
3
Daniels + Tansey
Delaware
$35.5M +$27M +63,269 +321%
GVAG
4
Great Valley Advisor Group
Delaware
$18.5M +$549K +12,515 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$15.3M +$150K +3,428 +1%
Morgan Stanley
6
Morgan Stanley
New York
$12.2M +$11.4M +259,123 +1,420%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.4M +$7.28M +165,864 +178%
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$11M – – –
Bank of America
9
Bank of America
North Carolina
$10.7M +$10.7M +243,978 +26,234%
DAS
10
Dynamic Advisor Solutions
Arizona
$8.38M +$3.07M +69,935 +58%
AssetMark Inc
11
AssetMark Inc
California
$7.61M +$7.49M +170,585 +6,079%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.59M +$2.63M +59,903 +53%
Jane Street
13
Jane Street
New York
$6.98M -$32.8M -746,856 -82%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$6.47M +$6.47M +147,440 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$6.35M +$6.35M +144,691 New
BlackRock
16
BlackRock
New York
$6.33M +$2.56M +58,289 +68%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.12M +$6.12M +139,542 New
WCM
18
Windsor Capital Management
Arizona
$5.95M +$58.3K +1,328 +1%
NAS
19
Nicolet Advisory Services
Wisconsin
$5.26M -$255K -5,905 -5%
DWP
20
Daymark Wealth Partners
Ohio
$4.1M +$4.1M +93,432 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.72M +$219K +5,002 +6%
FFA
22
Founders Financial Alliance
North Carolina
$3.66M +$88.2K +2,011 +2%
PWPS
23
Pinnacle Wealth Planning Services
Ohio
$3.53M +$108K +2,459 +3%
OPAM
24
Ocean Park Asset Management
California
$3.51M +$3.51M +80,000 New
RFM
25
Royal Fund Management
Florida
$3.1M +$116K +2,638 +4%
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