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JPMorgan BetaBuilders USD High Yield Corporate Bond ETF

97 hedge funds and large institutions have $405M invested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.2% more ownership

Funds ownership: 58.6%74.8% (+16%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 9997 (-2)

27% less capital invested

Capital invested by funds: $553M → $405M (-$147M)

54% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 48

Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
48
Closed
16
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
$97.4M -$4.92M -107,905 -5%
LPL Financial
2
LPL Financial
California
$46.9M -$23.8M -522,289 -34%
Bank of America
3
Bank of America
North Carolina
$41.4M -$8.43M -184,814 -17%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$25.2M -$1.08M -23,657 -4%
BlackRock
5
BlackRock
New York
$21.6M +$306K +6,713 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$21.5M -$566K -12,410 -3%
Morgan Stanley
7
Morgan Stanley
New York
$20.3M -$13.1M -287,359 -40%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$17.1M -$11.1M -242,484 -40%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.9M -$20.3M -444,169 -58%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.54M -$5.9M -129,385 -41%
AssetMark Inc
11
AssetMark Inc
California
$6.55M -$5.01M -109,744 -44%
OPAM
12
Ocean Park Asset Management
California
$5.85M
WCM
13
Windsor Capital Management
Arizona
$5.36M -$162K -3,543 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$5.06M +$4.95M +108,434 New
RFM
15
Royal Fund Management
Florida
$4.83M +$165K +3,609 +4%
PWPS
16
Pinnacle Wealth Planning Services
Ohio
$4.82M +$265K +5,801 +6%
MWM
17
Mission Wealth Management
California
$4.39M +$291K +6,382 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.84M +$2.17M +47,534 +134%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.47M -$3.26M -71,348 -49%
CWM
20
Congress Wealth Management
Massachusetts
$3.45M +$3.38M +74,049 New
EF
21
Empowered Funds
Pennsylvania
$2.91M +$2.86M +62,648 New
Raymond James Financial
22
Raymond James Financial
Florida
$2.46M +$404K +8,855 +20%
OMC
23
Old Mission Capital
Illinois
$2.44M -$1.7M -37,234 -42%
AFG
24
Albion Financial Group
Utah
$2.39M -$1.32K -29 -0.1%
IPAM
25
Investment Partners Asset Management
New Jersey
$2.15M -$1.28K -28 -0.1%

BBHY Hedge Fund Activity: Q2 2025 in Review

97 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) for Q2 2025, worth a combined $405M — down 27% from $553M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BBHY and 15 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 22 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.95M. The largest seller was Great Valley Advisor Group, cutting an estimated $24.3M.

  • 97 institutional investors held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) as of Q2 2025, down from 99 in Q1 2025.
  • Funds reported $405M of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF stock for Q2 2025, down 27% quarter-over-quarter.
  • 15 funds opened new JPMorgan BetaBuilders USD High Yield Corporate Bond ETF positions in Q2 2025 and 16 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF buyer in Q2 2025 was Citadel Advisors, an estimated $4.95M added.
  • The largest JPMorgan BetaBuilders USD High Yield Corporate Bond ETF seller in Q2 2025 was Great Valley Advisor Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2025.