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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

103 hedge funds and large institutions have $995M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $841M → $995M (+$154M)

0% more funds holding

Funds holding: 103103 (0)

4.01% less ownership

Funds ownership: 93.87%89.87% (-4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
52
Reduced
23
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
$552M +$36.2M +794,152 +7%
LPL Financial
2
LPL Financial
California
$67.2M +$24.8M +543,660 +59%
Bank of America
3
Bank of America
North Carolina
$64.4M +$38.9M +853,584 +154%
Morgan Stanley
4
Morgan Stanley
New York
$37.2M +$6.24M +136,775 +20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.2M +$13.1M +286,155 +81%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$25.6M +$11.2M +246,010 +79%
BlackRock
7
BlackRock
New York
$24.3M +$3.78M +82,776 +18%
GVAG
8
Great Valley Advisor Group
Delaware
$21.7M +$1.31M +28,813 +6%
VAS
9
Vestmark Advisory Solutions
Massachusetts
$20.9M +$8.43M +184,867 +68%
HighTower Advisors
10
HighTower Advisors
Illinois
$20.3M +$1.42M +31,069 +8%
AssetMark Inc
11
AssetMark Inc
California
$16.8M +$4.12M +90,395 +33%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.1M +$5.66M +124,022 +67%
DWP
13
Daymark Wealth Partners
Ohio
$10.4M +$3.05M +66,903 +42%
Goldman Sachs
14
Goldman Sachs
New York
$8.89M +$8.87M +194,349 New
WCM
15
Windsor Capital Management
Arizona
$5.87M -$86.4K -1,893 -1%
OMC
16
Old Mission Capital
Illinois
$5.57M +$3.6M +78,859 +184%
Jane Street
17
Jane Street
New York
$5.24M +$3.01M +65,979 +136%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.34M +$1.75M +38,368 +68%
PWPS
19
Pinnacle Wealth Planning Services
Ohio
$4.04M +$188K +4,123 +5%
RFM
20
Royal Fund Management
Florida
$3.66M +$143K +3,124 +4%
PAS
21
Park Avenue Securities
New York
$3.4M +$1.7M +37,217 +100%
MWM
22
Mission Wealth Management
California
$3.2M -$499K -10,949 -14%
MWA
23
MN Wealth Advisors
Kansas
$3.09M +$1.03M +22,621 +50%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.92M +$1.14M +24,913 +64%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$2.35M -$82.1K -1,799 -3%

BBHY Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2024, worth a combined $995M — up 18% from $841M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBHY positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $38.9M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $10.3M.

  • 103 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $995M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 12 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2024 and 9 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2024 was Bank of America, an estimated $38.9M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2024 was Dynamic Advisor Solutions, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2024.