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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

99 hedge funds and large institutions have $1.19B invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

19% more capital invested

Capital invested by funds: $995M → $1.19B (+$192M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.98% less ownership

Funds ownership: 89.87%88.89% (-0.98%)

4% less funds holding

Funds holding: 10399 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
46
Reduced
28
Closed
13
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
$694M +$120M +2,589,512 +21%
LPL Financial
2
LPL Financial
California
$70.1M +$529K +11,379 +0.8%
Bank of America
3
Bank of America
North Carolina
$63.7M -$2.94M -63,253 -4%
Morgan Stanley
4
Morgan Stanley
New York
$38.4M -$111K -2,391 -0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.9M +$5.49M +118,093 +18%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$29.8M +$3.24M +69,715 +12%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$25M +$3.23M +69,394 +15%
BlackRock
8
BlackRock
New York
$24.9M -$296K -6,371 -1%
GVAG
9
Great Valley Advisor Group
Delaware
$23.2M +$649K +13,965 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$21M +$24.9K +536 +0.1%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$20.4M +$18.3M +394,500 New
Jane Street
12
Jane Street
New York
$18.7M +$13.1M +280,936 +245%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$15M +$404K +8,683 +3%
AssetMark Inc
14
AssetMark Inc
California
$14.7M -$2.58M -55,464 -15%
DWP
15
Daymark Wealth Partners
Ohio
$11.6M +$774K +16,659 +7%
WCM
16
Windsor Capital Management
Arizona
$6.05M -$30.7K -660 -0.5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.16M +$654K +14,068 +15%
RFM
18
Royal Fund Management
Florida
$4.37M +$579K +12,444 +16%
PAS
19
Park Avenue Securities
New York
$4.36M +$818K +17,588 +24%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$4.14M -$46.4K -999 -1%
MWM
21
Mission Wealth Management
California
$3.85M +$524K +11,268 +16%
MWA
22
MN Wealth Advisors
Kansas
$3.25M +$49.2K +1,059 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.12M +$94.5K +2,032 +3%
VF
24
Vawter Financial
Ohio
$2.35M +$479K +10,310 +26%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$2.32M -$86.6K -1,863 -4%

BBHY Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q3 2024, worth a combined $1.19B — up 19% from $995M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BBHY and 10 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 46 added.

The largest buyer was JP Morgan Chase, adding an estimated $120M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.89M sold.

  • 99 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q3 2024, down from 103 in Q2 2024.
  • Funds reported $1.19B of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 10 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q3 2024 and 13 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $120M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2024.