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JPMorgan International Research Enhanced Equity ETF

83 hedge funds and large institutions have $5.44B invested in JPMorgan International Research Enhanced Equity ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 6883 (+15)

21% more capital invested

Capital invested by funds: $4.5B → $5.44B (+$942M)

0.79% more ownership

Funds ownership: 86.79%87.58% (+0.79%)

Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
38
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$8.09M +$6.54M +117,337 +557%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$7.17M +$220K +3,941 +3%
RPSA
28
Richard P. Slaughter Associates
Texas
$6.93M +$3.06M +54,846 +86%
FHA
29
First Horizon Advisors
Tennessee
$6.64M -$1.12M -20,113 -15%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$5.07M +$3.19M +57,287 +194%
PAS
31
Park Avenue Securities
New York
$4.09M -$45.7K -819 -1%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.96M +$1.62M +29,029 +75%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.9M +$2.11M +37,905 +131%
BAM
34
Bellevue Asset Management
Washington
$3.52M +$3.36M +60,233 New
LFAS
35
Level Four Advisory Services
Texas
$3.12M +$34.1K +612 +1%
NEWAS
36
N.E.W. Advisory Services
Wisconsin
$2.07M +$1.97M +35,361 New
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$1.27M +22,713 +187%
CAG
38
Csenge Advisory Group
Florida
$1.37M -$55K -986 -4%
SIAS
39
Summit Investment Advisory Services
Minnesota
$1.35M +$1.28M +23,041 New
SOS
40
Silver Oak Securities
Tennessee
$1.29M +$530K +9,511 +76%
BAM
41
Belpointe Asset Management
Nevada
$1.23M +$1.18M +21,132 New
HAS
42
HBW Advisory Services
California
$1.05M -$117K -2,091 -10%
CA
43
Cetera Advisors
Colorado
$1.05M +$144K +2,577 +17%
BCI
44
Brinker Capital Investments
Pennsylvania
$1M +$960K +17,216 New
OPS
45
Orion Portfolio Solutions
Nebraska
$1M +$960K +17,216 New
SWP
46
Stratos Wealth Partners
Ohio
$882K -$54.7K -980 -6%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$815K +$307K +5,496 +65%
IWC
48
Integrated Wealth Concepts
Massachusetts
$810K +$25.7K +460 +3%
LWL
49
Leo Wealth LLC
Texas
$783K +$709K +12,722 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$751K -$172K -3,076 -19%

JIRE Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q4 2023, worth a combined $5.44B — up 21% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JIRE positions and 9 closed out — a net gain of 15 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $410M. The largest seller was Lido Advisors, exiting entirely with an estimated $15M sold.

  • 83 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $5.44B of JPMorgan International Research Enhanced Equity ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 24 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q4 2023 and 9 closed out, a net change of +15 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q4 2023 was Fidelity Investments, an estimated $410M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q4 2023 was Lido Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2023.