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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
JP Morgan Chase
1
JP Morgan Chase
New York
$4.27B +$45.5M +847,512 +1%
Jane Street
2
Jane Street
New York
$178M +$90.8M +1,689,674 +110%
AssetMark Inc
3
AssetMark Inc
California
$153M -$3.72M -69,217 -2%
LPL Financial
4
LPL Financial
California
$60.7M +$4.1M +76,286 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.9M +$1.74M +32,293 +5%
FTUS
6
Flow Traders U.S.
New York
$25.5M -$3.44M -63,940 -12%
Osaic Holdings
7
Osaic Holdings
Arizona
$22M +$805K +14,973 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$14.9M -$2.82M -52,489 -16%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$12.8M +$12.5M +231,850 New
PCA
10
Pallas Capital Advisors
Massachusetts
$12M +$770K +14,331 +7%
PAG
11
Private Advisor Group
New Jersey
$10.8M +$10.6M +196,981 New
PAS
12
Park Avenue Securities
New York
$7.85M +$529K +9,841 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.27M -$940K -17,495 -30%
CAG
14
Csenge Advisory Group
Florida
$2.21M -$20.1K -374 -0.9%
CAN
15
Cetera Advisor Networks
California
$1.81M -$19.1K -356 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.79M +$238K +4,424 +16%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.64M -$514K -9,564 -24%
AG
18
Ascent Group
Virginia
$1.44M -$96.1K -1,789 -6%
QA
19
Quantitative Advantage
Minnesota
$996K +$971K +18,078 New
LFG
20
Lockerman Financial Group
California
$977K -$18.6K -346 -2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$834K +$5.16K +96 +0.6%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$725K -$44.9K -835 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$688K -$406K -7,550 -38%
TA
24
TFB Advisors
Kansas
$645K +$171K +3,183 +37%
CA
25
Cetera Advisors
Colorado
$484K +$208K +3,865 +79%

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.