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JPMorgan International Bond Opportunities ETF
JPIB

49 hedge funds and large institutions have $114M invested in JPMorgan International Bond Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $101M → $114M (+$12.2M)

7% more funds holding

Funds holding: 46 → 49 (+3)

0.78% more ownership

Funds ownership: 67.38% → 68.16% (+0.78%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
9
Increased
22
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
Financial Insights
Washington
+$6.62M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.62M
3
SB
Sunflower Bank
Texas
+$2.62M
4
ACM
AlphaStar Capital Management
North Carolina
+$1.75M
5
SFI
SPC Financial Inc
Maryland
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
SWP
Summit Wealth Partners
Florida
-$6.39M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$2.09M
3
Bank of America
Bank of America
North Carolina
-$1.6M
4
SRSA
S.R. Schill & Associates
Washington
-$1.44M
5
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$433K +$435K +8,604 New
FMP
27
Financial Management Professionals
Texas
$400K +$402K +7,952 New
SC
28
Savant Capital
Illinois
$339K +$67.2K +1,329 +25%
HHGA
29
Halbert Hargrove Global Advisors
California
$313K +$315K +6,222 New
BFA
30
Beaumont Financial Advisors
Massachusetts
$311K – – –
Truist Financial
31
Truist Financial
North Carolina
$285K -$16.5K -326 -5%
RJT
32
Raymond James Trust
Florida
$234K +$235K +4,645 New
CA
33
Continuum Advisory
Idaho
$219K -$21K -416 -9%
HBT
34
Hills Bank & Trust
Iowa
$215K +$62.4K +1,233 +41%
AF
35
Allworth Financial
California
$213K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$211K +$5.06K +100 +2%
WAS
37
Wealth Advisory Solutions
Indiana
$201K +$202K +3,985 New
LFG
38
Larson Financial Group
Missouri
$194K – – –
PA
39
Parallel Advisors
California
$159K +$159K +3,150 New
Morgan Stanley
40
Morgan Stanley
New York
$119K – – –
SFC
41
SYM Financial Corp
Indiana
$105K +$34.4K +680 +48%
M
42
MOTCO
Texas
$87K -$5.26K -104 -6%
Deutsche Bank
43
Deutsche Bank
Germany
$64K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$53K +$40.1K +792 +305%
CAL
45
Capital Analysts LLC
Pennsylvania
$22K +$1.47K +29 +7%
UBS Group
46
UBS Group
Switzerland
$15K +$8.55K +169 +139%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
GRP
48
Global Retirement Partners
California
$4K -$809 -16 -16%
SFS
49
Sowell Financial Services
Arkansas
$3K – – –
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
– -$2.09M -42,088 Closed
1
2
3

JPIB Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q3 2020, worth a combined $114M — up 12% from $101M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPIB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Financial Insights, adding an estimated $6.62M. The largest seller was Summit Wealth Partners, cutting an estimated $6.39M.

  • 49 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $114M of JPMorgan International Bond Opportunities ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 9 funds opened new JPMorgan International Bond Opportunities ETF positions in Q3 2020 and 6 closed out, a net change of +3 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q3 2020 was Financial Insights, an estimated $6.62M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q3 2020 was Summit Wealth Partners, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2020.