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VanEck JP Morgan EM Local Currency Bond ETF

230 hedge funds and large institutions have $2.63B invested in VanEck JP Morgan EM Local Currency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

30% more capital invested

Capital invested by funds: $2.02B → $2.63B (+$606M)

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

7.4% more ownership

Funds ownership: 71.22%78.62% (+7.4%)

2% more funds holding

Funds holding: 226230 (+4)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

82% less call options, than puts

Call options by funds: $202K | Put options by funds: $1.1M

Holders
230
Holders Change
+4
Holders Change %
+1.77%
% of All Funds
3.67%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
46
Increased
84
Reduced
59
Closed
37
Calls
$202K
Puts
$1.1M
Net Calls
-$896K
Net Calls Change
-$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
151
Invesco
Georgia
$271K -$28.3K -1,138 -10%
HighTower Advisors
152
HighTower Advisors
Illinois
$269K +$265K +10,668 New
AAS
153
Avantax Advisory Services
Texas
$267K +$2.53K +102 +1%
OPS
154
Orion Portfolio Solutions
Nebraska
$265K -$90.6K -3,649 -26%
BCI
155
Brinker Capital Investments
Pennsylvania
$265K +$261K +10,505 New
IA
156
IFG Advisory
Georgia
$262K +$1.29K +52 +0.5%
WP
157
WMS Partners
Maryland
$253K -$968K -39,000 -80%
AIP
158
Almanack Investment Partners
Pennsylvania
$252K +$248K +9,973 New
BWP
159
Balboa Wealth Partners
Arizona
$252K +$247K +9,962 New
MA
160
MONECO Advisors
Connecticut
$250K +$246K +9,919 New
AWM
161
Accurate Wealth Management
Florida
$240K -$10.4K -418 -4%
LA
162
Latitude Advisors
Florida
$237K +$74 +3 +0%
PFA
163
Petra Financial Advisors
Colorado
$221K -$7.77K -313 -3%
CIAS
164
Capital Investment Advisory Services
North Carolina
$193K -$19.6K -789 -9%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$182K -$1.29K -52 -0.7%
AAM
166
Advisors Asset Management
Colorado
$160K +$87.7K +3,532 +126%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$143K -$3.63K -146 -3%
PA
168
Parallel Advisors
California
$137K +$135K +5,429 New
MM
169
Main Management
California
$93K
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$88.2K +$33.2K +1,336 +62%
CFGS
171
Concourse Financial Group Securities
Alabama
$78.5K -$10K -404 -12%
NA
172
NewEdge Advisors
Louisiana
$76.5K -$52.1K -2,097 -41%
BCV
173
Banque Cantonale Vaudoise
Switzerland
$76K
CM
174
Cornerstone Management
Georgia
$74.3K
CA
175
Clearstead Advisors
Ohio
$73.5K -$2.13K -86 -3%