JPMorgan International Research Enhanced Equity ETF
JIRE
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.
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: 42 → 45 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$17.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.5M |
| 3 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$8.4M |
| 4 |
JP Morgan Chase
New York
|
+$6.37M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$8.59M |
| 2 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$4.91M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.21M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.05M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIM
51
Goelzer Investment Management
Carmel,
Indiana
| – | -$210K | -4,343 | Closed |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$7 | -132 | Closed |
|
|
PFGIA
53
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$6K | -116 | Closed |
|
|
AWM
54
Avior Wealth Management
Omaha,
Nebraska
| – | +$630 | +13 | New |
|
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.