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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

103 hedge funds and large institutions have $841M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more capital invested

Capital invested by funds: $450M → $841M (+$392M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 100103 (+3)

1.73% more ownership

Funds ownership: 92.15%93.87% (+1.7%)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
53
Reduced
23
Closed
10
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
$520M +$366M +7,986,745 +243%
LPL Financial
2
LPL Financial
California
$42.8M +$1.77M +38,586 +4%
Morgan Stanley
3
Morgan Stanley
New York
$31.2M -$8.46M -184,517 -21%
Bank of America
4
Bank of America
North Carolina
$25.7M +$2.04M +44,444 +9%
BlackRock
5
BlackRock
New York
$20.8M +$7.09M +154,615 +52%
GVAG
6
Great Valley Advisor Group
Delaware
$20.6M +$503K +10,972 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
$19M +$6.93M +151,017 +58%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.3M +$2.64M +57,578 +20%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$14.5M +$3.54M +77,106 +33%
AssetMark Inc
10
AssetMark Inc
California
$12.8M +$681K +14,842 +6%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$12.6M +$2.76M +60,208 +28%
DAS
12
Dynamic Advisor Solutions
Arizona
$11.6M +$839K +18,291 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.52M +$657K +14,322 +8%
DWP
14
Daymark Wealth Partners
Ohio
$7.42M +$1.32M +28,842 +22%
WCM
15
Windsor Capital Management
Arizona
$6.02M -$34.5K -751 -0.6%
FFA
16
Founders Financial Alliance
North Carolina
$4.28M +$350K +7,631 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.2M +$296K +6,459 +8%
PWPS
18
Pinnacle Wealth Planning Services
Ohio
$3.89M +$256K +5,577 +7%
MWM
19
Mission Wealth Management
California
$3.74M +$533K +11,623 +17%
RFM
20
Royal Fund Management
Florida
$3.54M +$246K +5,354 +8%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.61M +$2.04M +44,404 +367%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$2.45M -$40.3K -878 -2%
Jane Street
23
Jane Street
New York
$2.25M -$1.72M -37,493 -44%
IPAM
24
Investment Partners Asset Management
New Jersey
$2.15M -$85.6K -1,867 -4%
OPAM
25
Ocean Park Asset Management
California
$2.1M

BBHY Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2024, worth a combined $841M — up 87% from $450M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BBHY positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 23 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $366M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $841M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2024, up 87% quarter-over-quarter.
  • 13 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2024 and 10 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $366M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.