Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBHY)

106 + Investors. Track Smart Money conviction in BBHY. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
43%

Smart Money Signals — BBHY

Based on 107 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BBHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
107 hedge funds hold BBHY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

46 buying62 selling
Last quarter: 62 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 13 → 16 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 21% medium 22% new
61 out of 107 hedge funds have held BBHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

12 → 14 → 13 → 16 → 16 new funds/Q
New funds entering each quarter: 14 → 13 → 16 → 16. A growing number of institutions are discovering BBHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 11% 1-2yr 27% new
Of 107 current holders: 66 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
11 of 107 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in BBHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BBHY

In 2026 Q1, 46 hedge funds were net buyers of BBHY (16 opened a new position, 30 added to an existing one), while 62 reduced or exited (48 trimmed, 14 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in BBHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: BBHY

How many hedge funds hold BBHY — quarterly history vs. share price
Quarterly hedge fund ownership of BBHY vs. share price

Market Analysis: BBHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBHY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy J P MORGAN EXCHANGE TRADED F (BBHY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BBHY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 72d ago
BBHY
+8.0%
SPY
+11.7%

BBHY outperformed SPY by -3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
BBHY
+0.1%
SPY
-1.7%

Since the filing became public, BBHY outperformed SPY by +1.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BBHY
106 + Investors

Track Smart Money conviction in BBHY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 106 105 0.95%
13F Shares 7M 10M -34.63%
Total Value $288M $483M -40.31%
New Positions 15 16 -1
Increased Positions 30 48 -18
Closed Positions 14 7 +7
Reduced Positions 48 28 +20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBHY

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Institutional Holders (2026 Q1)

106 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBHY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of BBHY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vawter Financial, Ltd. 2.33% 120,789 $5.5M
2 Windsor Capital Management, LLC 1.40% 108,184 $5.0M
3 Menard Financial Group LLC 1.33% 41,462 $1.9M
4 Investment Partners Asset Management, Inc. 1.32% 46,724 $2.1M
5 Nolet Wealth Management, LLC 0.61% 23,506 $1.1M
6 Pinnacle Wealth Planning Services, Inc. 0.56% 118,778 $5.4M
7 LOCKERMAN FINANCIAL GROUP, INC. 0.50% 6,098 $279K
8 Royal Fund Management, LLC 0.48% 111,316 $5.1M
9 5T Wealth, LLC 0.41% 22,502 $1.0M
10 Midwestern Financial, LLC /IA 0.39% 10,859 $498K
11 MN Wealth Advisors, LLC 0.36% 16,151 $740K
12 Portfolio Strategies, Inc. 0.18% 32,239 $1.5M
13 Independent Wealth Network Inc. 0.18% 12,921 $592K
14 WCG Wealth Advisors LLC 0.16% 121,225 $5.6M
15 ALBION FINANCIAL GROUP /UT 0.14% 48,815 $2.2M
16 Vestmark Advisory Solutions, Inc. 0.09% 186,329 $8.5M
17 MISSION WEALTH MANAGEMENT, LP 0.09% 95,748 $4.4M
18 Acorn Wealth Advisors, LLC 0.09% 6,684 $306K
19 TBH Global Asset Management, LLC 0.08% 8,727 $400K
20 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% 12,746 $584K
21 LGT Financial Advisors LLC 0.06% 242 $11K
22 Legacy Edge Advisors, LLC 0.06% 11,543 $529K
23 Simmons Bank 0.05% 17,529 $803K
24 Keating Financial Advisory Services, Inc. 0.04% 5,241 $240K
25 Summit Financial, LLC 0.04% 64,181 $2.9M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P MORGAN EXCHANGE TRADED F (BBHY)

What does the Smart Money Trend signal show for BBHY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BBHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BBHY?

More sellers than buyers — 43% buying: Last quarter: 62 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BBHY holders?

Elite ownership — 57% AUM from top-100 funds: 11 of 107 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in BBHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBHY?

57% of holders stayed for 2+ years: 61 out of 107 hedge funds have held BBHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy J P MORGAN EXCHANGE TRADED F (BBHY) following the 2026 Q1 hedge fund 13F filings?

As of today, BBHY has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), BBHY has gained +8.0% vs +11.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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