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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

99 hedge funds and large institutions have $553M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

6% less funds holding

Funds holding: 10599 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

27.1% less ownership

Funds ownership: 85.7%58.6% (-27%)

30% less capital invested

Capital invested by funds: $790M → $553M (-$237M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
-6
Holders Change %
-5.71%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
43
Reduced
33
Closed
15
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
$101M -$267M -5,745,945 -72%
LPL Financial
2
LPL Financial
California
$70.4M +$3.66M +78,952 +5%
Bank of America
3
Bank of America
North Carolina
$49.4M +$2.72M +58,516 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35.2M +$2.61M +56,136 +8%
Morgan Stanley
5
Morgan Stanley
New York
$33.2M +$2.44M +52,626 +8%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$28M +$1.43M +30,899 +5%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$26M +$3.05M +65,805 +13%
GVAG
8
Great Valley Advisor Group
Delaware
$24.9M +$402K +8,668 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$21.8M +$284K +6,114 +1%
BlackRock
10
BlackRock
New York
$21M -$1.25M -26,867 -6%
Barclays
11
Barclays
United Kingdom
$14.7M +$14.8M +318,453 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.4M +$1.55M +33,341 +12%
AssetMark Inc
13
AssetMark Inc
California
$11.5M -$490K -10,553 -4%
DWP
14
Daymark Wealth Partners
Ohio
$9.96M +$55.1K +1,188 +0.6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.72M +$1.58M +33,958 +30%
OPAM
16
Ocean Park Asset Management
California
$5.85M +$3.79M +81,600 +180%
WCM
17
Windsor Capital Management
Arizona
$5.46M -$137K -2,944 -2%
RFM
18
Royal Fund Management
Florida
$4.61M +$167K +3,597 +4%
PAS
19
Park Avenue Securities
New York
$4.53M +$135K +2,904 +3%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$4.49M +$198K +4,265 +5%
OMC
21
Old Mission Capital
Illinois
$4.13M -$228K -4,912 -5%
MWM
22
Mission Wealth Management
California
$4.04M +$246K +5,293 +6%
VF
23
Vawter Financial
Ohio
$3.59M +$1.14M +24,637 +46%
BOC
24
Blue Oak Capital
California
$3.35M -$128K -2,756 -4%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.91M +$143K +3,079 +5%

BBHY Hedge Fund Activity: Q1 2025 in Review

99 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q1 2025, worth a combined $553M — down 30% from $790M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BBHY and 11 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 43 added.

The largest buyer was Barclays, opening a new position worth an estimated $14.8M. The largest seller was JP Morgan Chase, cutting an estimated $267M.

  • 99 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q1 2025, down from 105 in Q4 2024.
  • Funds reported $553M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q1 2025, down 30% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q1 2025 and 15 closed out, a net change of -4 holders.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q1 2025 was Barclays, an estimated $14.8M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $267M sold.

Based on aggregated 13F filings for Q1 2025.