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JPMorgan International Research Enhanced Equity ETF

61 hedge funds and large institutions have $4.31B invested in JPMorgan International Research Enhanced Equity ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

36% more funds holding

Funds holding: 4561 (+16)

7% more capital invested

Capital invested by funds: $4.03B → $4.31B (+$276M)

4.21% more ownership

Funds ownership: 84.76%88.97% (+4.2%)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
61
Holders Change
+16
Holders Change %
+35.56%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
11
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
26
Vantage Financial Partners (Wisconsin)
Wisconsin
$701K -$351K -7,187 -34%
TA
27
TFB Advisors
Kansas
$427K +$416K +8,523 New
SRWM
28
Shira Ridge Wealth Management
California
$403K +$393K +8,057 New
KAS
29
Kestra Advisory Services
Texas
$380K -$145K -2,963 -28%
PTC
30
Private Trust Company
Ohio
$364K +$354K +7,266 New
SIC
31
Sterling Investment Counsel
New York
$354K -$30.7K -629 -8%
OIA
32
OneDigital Investment Advisors
Kansas
$303K +$295K +6,055 New
CA
33
Continuum Advisory
Idaho
$283K -$317K -6,492 -53%
CFGS
34
Concourse Financial Group Securities
Alabama
$282K +$37.3K +765 +16%
CA
35
Cetera Advisors
Colorado
$246K +$240K +4,915 New
BFG
36
Berger Financial Group
Minnesota
$233K +$227K +4,663 New
ACP
37
Aveo Capital Partners
Colorado
$224K +$218K +4,472 New
GIM
38
Goelzer Investment Management
Indiana
$217K +$212K +4,343 New
BF
39
BOK Financial
Oklahoma
$211K +$206K +4,223 New
UBS Group
40
UBS Group
Switzerland
$174K +$170K +3,478 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$125K -$2.73K -56 -2%
Morgan Stanley
42
Morgan Stanley
New York
$124K +$9.71K +199 +9%
AF
43
Allworth Financial
California
$85.7K -$35.7K -732 -30%
Wells Fargo
44
Wells Fargo
California
$74.9K
IGWM
45
ICA Group Wealth Management
Colorado
$69.1K +$67.3K +1,380 New
CS
46
Comerica Securities
Michigan
$46K +$44.8K +918 New
GRP
47
Global Retirement Partners
California
$43.9K -$15.2K -312 -26%
ASN
48
Advisory Services Network
Georgia
$39.8K +$38.8K +795 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$33.5K -$10.5M -216,049 -100%
IA
50
IFP Advisors
Florida
$30K -$927 -19 -3%

JIRE Hedge Fund Activity: Q4 2022 in Review

61 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q4 2022, worth a combined $4.31B — up 6.9% from $4.03B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JIRE positions and 6 closed out — a net gain of 17 holders — while 11 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $73.1M. The largest seller was JP Morgan Chase, cutting an estimated $455M.

  • 61 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q4 2022, up from 45 in Q3 2022.
  • Funds reported $4.31B of JPMorgan International Research Enhanced Equity ETF stock for Q4 2022, up 6.9% quarter-over-quarter.
  • 23 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q4 2022 and 6 closed out, a net change of +17 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q4 2022 was Jane Street, an estimated $73.1M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q4 2022 was JP Morgan Chase, an estimated $455M sold.

Based on aggregated 13F filings for Q4 2022.