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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

100 hedge funds and large institutions have $450M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 28

12% more funds holding

Funds holding: 89100 (+11)

7% more capital invested

Capital invested by funds: $419M → $450M (+$30.4M)

1.58% more ownership

Funds ownership: 90.57%92.15% (+1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
40
Reduced
28
Closed
6
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
$151M +$7.51M +169,523 +5%
LPL Financial
2
LPL Financial
California
$40.7M -$3.27M -73,693 -8%
Morgan Stanley
3
Morgan Stanley
New York
$39.5M +$25.9M +583,225 +210%
Bank of America
4
Bank of America
North Carolina
$23.5M +$11.8M +266,079 +109%
GVAG
5
Great Valley Advisor Group
Delaware
$20M +$622K +14,034 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.6M +$1.6M +36,193 +14%
BlackRock
7
BlackRock
New York
$13.5M +$6.67M +150,408 +104%
AssetMark Inc
8
AssetMark Inc
California
$12M +$3.91M +88,152 +51%
HighTower Advisors
9
HighTower Advisors
Illinois
$12M -$3.91M -88,177 -25%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$10.8M +$4.05M +91,460 +63%
DAS
11
Dynamic Advisor Solutions
Arizona
$10.6M +$1.86M +42,018 +22%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$9.77M +$2.9M +65,426 +44%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.81M +$1.36M +30,650 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.87M -$1.03M -23,262 -13%
DWP
15
Daymark Wealth Partners
Ohio
$6.05M +$1.7M +38,399 +41%
WCM
16
Windsor Capital Management
Arizona
$6.02M -$204K -4,595 -3%
Goldman Sachs
17
Goldman Sachs
New York
$4.37M +$4.22M +95,200 New
Jane Street
18
Jane Street
New York
$3.95M -$3.24M -73,046 -46%
FFA
19
Founders Financial Alliance
North Carolina
$3.9M +$69.3K +1,564 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.88M -$13.5K -304 -0.4%
PWPS
21
Pinnacle Wealth Planning Services
Ohio
$3.61M -$81.7K -1,844 -2%
RFM
22
Royal Fund Management
Florida
$3.27M +$25.5K +575 +0.8%
MWM
23
Mission Wealth Management
California
$3.18M +$222K +5,000 +8%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2.48M -$155K -3,501 -6%
IPAM
25
Investment Partners Asset Management
New Jersey
$2.23M +$2.15M +48,519 New

BBHY Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2023, worth a combined $450M — up 7.3% from $419M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BBHY positions and 6 closed out — a net gain of 13 holders — while 40 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $11M sold.

  • 100 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $450M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2023, up 7.3% quarter-over-quarter.
  • 19 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +13 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2023 was State of New Jersey Common Pension Fund D, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2023.