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JPMorgan International Bond Opportunities ETF

42 hedge funds and large institutions have $125M invested in JPMorgan International Bond Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 4042 (+2)

3.11% less ownership

Funds ownership: 76.49%73.38% (-3.1%)

16% less capital invested

Capital invested by funds: $149M → $125M (-$23.6M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
9
Increased
21
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Colony Group
Massachusetts
$302K +$308K +6,040 New
CA
27
Continuum Advisory
Idaho
$276K +$71.4K +1,401 +34%
NL
28
NWAM LLC
Washington
$210K
RJFSA
29
Raymond James Financial Services Advisors
Florida
$205K
DAS
30
Dynamic Advisor Solutions
Arizona
$203K +$207K +4,060 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$129K +$131K +2,575 New
Morgan Stanley
32
Morgan Stanley
New York
$105K
M
33
MOTCO
Texas
$81K +$6.07K +119 +8%
GRP
34
Global Retirement Partners
California
$64K -$29.4K -576 -31%
Deutsche Bank
35
Deutsche Bank
Germany
$63K
LFG
36
Larson Financial Group
Missouri
$60K +$60.8K +1,193 New
AG
37
Advisor Group
Arizona
$46K +$408 +8 +0.9%
Wells Fargo
38
Wells Fargo
California
$13K +$13.5K +265 +26,500%
SFS
39
Sowell Financial Services
Arkansas
$7K +$2.75K +54 +57%
UBS Group
40
UBS Group
Switzerland
$6K +$3.01K +59 +87%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$306 +6 +8%
AF
42
Allworth Financial
California
$3K
Citadel Advisors
43
Citadel Advisors
Florida
-$602K -11,767 Closed
KWM
44
Kingsview Wealth Management
Oregon
-$547K -10,708 Closed
FTUS
45
Flow Traders U.S.
New York
-$487K -9,519 Closed
Ameriprise
46
Ameriprise
Minnesota
-$416K -8,145 Closed
FAAS
47
First Allied Advisory Services
California
-$99K -1,940 Closed
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
-$9K -184 Closed