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JPMorgan International Research Enhanced Equity ETF

58 hedge funds and large institutions have $4.83B invested in JPMorgan International Research Enhanced Equity ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.31B → $4.83B (+$525M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

1.9% less ownership

Funds ownership: 88.97%87.07% (-1.9%)

5% less funds holding

Funds holding: 6158 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
26
Shira Ridge Wealth Management
California
$432K -$11K -205 -3%
OMC
27
Old Mission Capital
Illinois
$419K -$1.52M -28,333 -79%
SIC
28
Sterling Investment Counsel
New York
$382K -$7.85K -146 -2%
OIA
29
OneDigital Investment Advisors
Kansas
$352K +$18K +335 +6%
PTC
30
Private Trust Company
Ohio
$351K -$47.8K -889 -12%
CFGS
31
Concourse Financial Group Securities
Alabama
$350K +$39.3K +731 +13%
HAS
32
HBW Advisory Services
California
$331K +$323K +6,015 New
Ameriprise
33
Ameriprise
Minnesota
$320K +$312K +5,814 New
CA
34
Continuum Advisory
Idaho
$304K -$6.34K -118 -2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$302K +$295K +5,486 New
KAS
36
Kestra Advisory Services
Texas
$298K -$117K -2,180 -29%
GRP
37
Global Retirement Partners
California
$274K +$214K +3,990 +455%
BFG
38
Berger Financial Group
Minnesota
$257K
ACP
39
Aveo Capital Partners
Colorado
$252K +$5.27K +98 +2%
GIM
40
Goelzer Investment Management
Indiana
$239K
SOS
41
Silver Oak Securities
Tennessee
$225K +$220K +4,094 New
UBS Group
42
UBS Group
Switzerland
$212K +$20.1K +374 +11%
Morgan Stanley
43
Morgan Stanley
New York
$144K +$6.93K +129 +5%
Wells Fargo
44
Wells Fargo
California
$98.3K +$15.5K +288 +19%
AF
45
Allworth Financial
California
$97.3K +$2.96K +55 +3%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$65K -$70.6K -1,313 -53%
ASN
47
Advisory Services Network
Georgia
$43.8K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$36.9K
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$34.3K +$3.46M +64,340 +12%
CIAS
50
Capital Investment Advisory Services
North Carolina
$29.8K

JIRE Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q1 2023, worth a combined $4.83B — up 12% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JIRE and 11 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Jane Street, adding an estimated $90.8M. The largest seller was Bank of Montreal, exiting entirely with an estimated $15.3M sold.

  • 58 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q1 2023, down from 61 in Q4 2022.
  • Funds reported $4.83B of JPMorgan International Research Enhanced Equity ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 11 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q1 2023 and 14 closed out, a net change of -3 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q1 2023 was Jane Street, an estimated $90.8M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q1 2023 was Bank of Montreal, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2023.