We are live on ! Find out more
JIRE icon

JPMorgan International Research Enhanced Equity ETF

45 hedge funds and large institutions have $4.03B invested in JPMorgan International Research Enhanced Equity ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

7% more funds holding

Funds holding: 4245 (+3)

0.47% less ownership

Funds ownership: 85.22%84.76% (-0.47%)

9% less capital invested

Capital invested by funds: $4.43B → $4.03B (-$399M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
21
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
26
Two Sigma Securities
New York
$227K +$253K +5,217 New
CFGS
27
Concourse Financial Group Securities
Alabama
$212K +$17.3K +356 +8%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$111K +$122K +2,520 +7,875%
AF
29
Allworth Financial
California
$106K -$340K -7,005 -74%
Morgan Stanley
30
Morgan Stanley
New York
$100K -$25.6K -528 -19%
Wells Fargo
31
Wells Fargo
California
$65K -$13.3K -275 -16%
GRP
32
Global Retirement Partners
California
$55K -$5.87K -121 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31K -$306K -6,312 -90%
IA
34
IFP Advisors
Florida
$31K +$1.84K +38 +6%
CIAS
35
Capital Investment Advisory Services
North Carolina
$24K
FFA
36
Founders Financial Alliance
North Carolina
$21K
ACA
37
Aptus Capital Advisors
Alabama
$15K +$16.5K +340 New
SPIA
38
Steward Partners Investment Advisory
New York
$13K
HGERS
39
Householder Group Estate & Retirement Specialist
Arizona
$9K +$10.4K +215 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$4K +$3.78K +78 +411%
APA
41
American Portfolios Advisors
New York
$3.7K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.64K +75 New
GEA
43
Glen Eagle Advisors
New Jersey
$2.87K +$3.2K +66 New
AF
44
Advisornet Financial
Minnesota
$1K +$1.11K +23 New
Citadel Advisors
45
Citadel Advisors
Florida
-$8.59M -177,883 Closed
UBS Group
46
UBS Group
Switzerland
-$1.05M -21,764 Closed
PTC
47
Private Trust Company
Ohio
-$343K -7,095 Closed
PCIA
48
Prime Capital Investment Advisors
Kansas
-$295K -6,105 Closed
AWM
49
AE Wealth Management
Kansas
-$284K -5,884 Closed
BFG
50
Berger Financial Group
Minnesota
-$219K -4,545 Closed

JIRE Hedge Fund Activity: Q3 2022 in Review

45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q3 2022, worth a combined $4.03B — down 9% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JIRE positions and 9 closed out — a net gain of 3 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $17.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $8.59M sold.

  • 45 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q3 2022, up from 42 in Q2 2022.
  • Funds reported $4.03B of JPMorgan International Research Enhanced Equity ETF stock for Q3 2022, down 9% quarter-over-quarter.
  • 12 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q3 2022 and 9 closed out, a net change of +3 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q3 2022 was AssetMark Inc, an estimated $17.6M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q3 2022 was Citadel Advisors, an estimated $8.59M sold.

Based on aggregated 13F filings for Q3 2022.