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JPMorgan International Research Enhanced Equity ETF

64 hedge funds and large institutions have $4.93B invested in JPMorgan International Research Enhanced Equity ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

10% more funds holding

Funds holding: 5864 (+6)

2% more capital invested

Capital invested by funds: $4.83B → $4.93B (+$100M)

0.73% more ownership

Funds ownership: 87.07%87.8% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
20
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.27M +$1.25M +22,257 New
LFG
27
Lockerman Financial Group
California
$1.06M +$45.6K +809 +5%
CA
28
Cetera Advisors
Colorado
$1.04M +$535K +9,487 +108%
AG
29
Ascent Group
Virginia
$1.03M -$457K -8,110 -31%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.01M +$692K +12,271 +224%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$978K +$949K +16,839 +5,950%
TA
32
TFB Advisors
Kansas
$727K +$57K +1,012 +9%
HAS
33
HBW Advisory Services
California
$715K +$366K +6,501 +108%
IWC
34
Integrated Wealth Concepts
Massachusetts
$712K -$151K -2,681 -18%
LB
35
Leo Brokerage
Texas
$611K +$607K +10,764 New
CFGS
36
Concourse Financial Group Securities
Alabama
$407K +$42.1K +747 +12%
IA
37
IFP Advisors
Florida
$395K +$389K +6,910 New
SRWM
38
Shira Ridge Wealth Management
California
$377K -$71K -1,259 -16%
OIA
39
OneDigital Investment Advisors
Kansas
$340K -$24.5K -435 -7%
SOS
40
Silver Oak Securities
Tennessee
$320K +$84.8K +1,505 +37%
SIC
41
Sterling Investment Counsel
New York
$314K -$81.2K -1,440 -21%
BFG
42
Berger Financial Group
Minnesota
$266K
CA
43
Continuum Advisory
Idaho
$264K -$51K -905 -16%
PTC
44
Private Trust Company
Ohio
$259K -$104K -1,846 -29%
GIM
45
Goelzer Investment Management
Indiana
$248K
ACP
46
Aveo Capital Partners
Colorado
$224K -$36.9K -654 -14%
Citadel Advisors
47
Citadel Advisors
Florida
$211K +$209K +3,700 New
KAS
48
Kestra Advisory Services
Texas
$201K -$107K -1,894 -35%
GRP
49
Global Retirement Partners
California
$199K -$77.6K -1,376 -28%
NCM
50
Northwest Capital Management
Oregon
$184K +$182K +3,221 New

JIRE Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q2 2023, worth a combined $4.93B — up 2.1% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JIRE positions and 5 closed out — a net gain of 9 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $30.2M. The largest seller was Jane Street, cutting an estimated $160M.

  • 64 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $4.93B of JPMorgan International Research Enhanced Equity ETF stock for Q2 2023, up 2.1% quarter-over-quarter.
  • 14 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q2 2023 and 5 closed out, a net change of +9 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q2 2023 was Bogart Wealth LLC, an estimated $30.2M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q2 2023 was Jane Street, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2023.