We are live on ! Find out more
BBHY icon

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

105 hedge funds and large institutions have $790M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

6% more funds holding

Funds holding: 99105 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.19% less ownership

Funds ownership: 88.89%85.7% (-3.2%)

33% less capital invested

Capital invested by funds: $1.19B → $790M (-$397M)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
29
Reduced
44
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
$366M -$313M -6,708,458 -46%
LPL Financial
2
LPL Financial
California
$66.8M -$1.46M -31,212 -2%
Bank of America
3
Bank of America
North Carolina
$46.7M -$15.5M -331,800 -25%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M -$2.28M -48,773 -6%
Morgan Stanley
5
Morgan Stanley
New York
$30.8M -$6.59M -141,090 -17%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$26.6M -$2.4M -51,345 -8%
GVAG
7
Great Valley Advisor Group
Delaware
$24.5M +$2.04M +43,572 +9%
VAS
8
Vestmark Advisory Solutions
Massachusetts
$23M -$1.32M -28,327 -5%
BlackRock
9
BlackRock
New York
$22.2M -$2M -42,920 -8%
HighTower Advisors
10
HighTower Advisors
Illinois
$21.5M +$1.12M +23,902 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$12.9M -$1.78M -38,009 -12%
AssetMark Inc
12
AssetMark Inc
California
$12M -$2.36M -50,507 -16%
DWP
13
Daymark Wealth Partners
Ohio
$9.91M -$1.37M -29,238 -12%
Goldman Sachs
14
Goldman Sachs
New York
$5.63M +$5.7M +122,138 New
WCM
15
Windsor Capital Management
Arizona
$5.6M -$292K -6,255 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.16M +$137K +2,940 +3%
RFM
17
Royal Fund Management
Florida
$4.45M +$192K +4,120 +4%
PAS
18
Park Avenue Securities
New York
$4.39M +$155K +3,321 +4%
OMC
19
Old Mission Capital
Illinois
$4.36M +$2.13M +45,612 +93%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$4.3M +$276K +5,904 +7%
MWM
21
Mission Wealth Management
California
$3.8M +$60.4K +1,294 +2%
BOC
22
Blue Oak Capital
California
$3.5M +$3.52M +75,410 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.77M -$265K -5,666 -9%
MWA
24
MN Wealth Advisors
Kansas
$2.68M -$495K -10,595 -15%
VF
25
Vawter Financial
Ohio
$2.46M +$173K +3,708 +7%

BBHY Hedge Fund Activity: Q4 2024 in Review

105 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q4 2024, worth a combined $790M — down 33% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BBHY positions and 10 closed out — a net gain of 10 holders — while 29 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $5.7M. The largest seller was JP Morgan Chase, cutting an estimated $313M.

  • 105 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $790M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q4 2024, down 33% quarter-over-quarter.
  • 20 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q4 2024 and 10 closed out, a net change of +10 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $5.7M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $313M sold.

Based on aggregated 13F filings for Q4 2024.