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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
AAS
51
Ameritas Advisory Services
Nebraska
$28.4K +$26.8K +499 New
SPIA
52
Steward Partners Investment Advisory
New York
$16.2K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$15.6K -$13.9K -259 -48%
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$12K +$11.6K +215 New
AIP
55
Ahrens Investment Partners
Louisiana
$7.49K +$7.31K +136 New
VWM
56
Venturi Wealth Management
Texas
$2.75K +$2.69K +50 New
AWM
57
Avior Wealth Management
Nebraska
$715
Fidelity Investments
58
Fidelity Investments
Massachusetts
$551 -$537 -10 -50%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
-$15.3M -296,735 Closed
Bank of America
60
Bank of America
North Carolina
-$13.1M -261,908 Closed
Citadel Advisors
61
Citadel Advisors
Florida
-$1.98M -39,638 Closed
SWP
62
Stratos Wealth Partners
Ohio
-$1.22M -24,401 Closed
BF
63
BOK Financial
Oklahoma
-$211K -4,223 Closed
IGWM
64
ICA Group Wealth Management
Colorado
-$69.1K -1,380 Closed
CS
65
Comerica Securities
Michigan
-$46K -918 Closed
IA
66
IFP Advisors
Florida
-$30K -625 Closed
SCA
67
Stonebridge Capital Advisors
Minnesota
-$26.9K -538 Closed
FFA
68
Founders Financial Alliance
North Carolina
-$24.2K -483 Closed
ACA
69
Aptus Capital Advisors
Alabama
-$15.2K -303 Closed
MCC
70
Money Concepts Capital
Florida
-$6.96K -139 Closed
MPCL
71
My Personal CFO LLC
Washington
-$6.06K -121 Closed
GEA
72
Glen Eagle Advisors
New Jersey
-$3.39K -68 Closed

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.