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JPMorgan International Bond Opportunities ETF
JPIB

61 hedge funds and large institutions have $270M invested in JPMorgan International Bond Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

51% more capital invested

Capital invested by funds: $178M → $270M (+$91.8M)

13% more funds holding

Funds holding: 54 → 61 (+7)

0.21% more ownership

Funds ownership: 68.56% → 68.78% (+0.21%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
9
Increased
29
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$9.5M
2
FMP
Financial Management Professionals
Texas
+$2.52M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.26M
4
SB
Sunflower Bank
Texas
+$1.73M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
SRSA
S.R. Schill & Associates
Washington
-$3.03M
2
MA
Mutual Advisors
Nebraska
-$2.28M
3
FI
Financial Insights
Washington
-$1.26M
4
HBT
Hills Bank & Trust
Iowa
-$570K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Summit Wealth Partners
Florida
$602K +$2.21K +43 +0.4%
APP
27
Avantax Planning Partners
Iowa
$587K +$72.9K +1,418 +14%
OPS
28
Orion Portfolio Solutions
Nebraska
$572K +$29.7K +577 +5%
HBT
29
Hills Bank & Trust
Iowa
$529K -$570K -11,075 -52%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$525K -$76.3K -1,483 -13%
AIC
31
Ameritas Investment Company
Nebraska
$485K +$485K +9,422 New
OMC
32
Old Mission Capital
Illinois
$455K +$155K +3,009 +52%
DAS
33
Dynamic Advisor Solutions
Arizona
$403K +$402K +7,824 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$398K +$14K +272 +4%
SCM
35
Stonehearth Capital Management
Massachusetts
$395K +$142K +2,760 +56%
BFA
36
Beacon Financial Advisory
Ohio
$379K +$6.53K +127 +2%
LFGH
37
Lee Financial Group Hawaii
Hawaii
$373K +$373K +7,247 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$365K -$771 -15 -0.2%
BFA
39
Beaumont Financial Advisors
Massachusetts
$318K – – –
MA
40
Mutual Advisors
Nebraska
$296K -$2.28M -44,286 -89%
SC
41
Savant Capital
Illinois
$252K -$25.9K -503 -9%
RJT
42
Raymond James Trust
Florida
$227K – – –
SRSA
43
S.R. Schill & Associates
Washington
$220K -$3.03M -58,850 -93%
APSP
44
Asset Planning Services (Pennsylvania)
Pennsylvania
$218K +$217K +4,223 New
AF
45
Allworth Financial
California
$214K – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$211K -$5.14K -100 -2%
Morgan Stanley
47
Morgan Stanley
New York
$211K – – –
Bank of America
48
Bank of America
North Carolina
$177K -$43.9K -854 -20%
SFC
49
SYM Financial Corp
Indiana
$149K +$36.3K +706 +32%
LFG
50
Larson Financial Group
Missouri
$146K – – –
1
2
3

JPIB Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q2 2021, worth a combined $270M — up 51% from $178M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPIB positions and 2 closed out — a net gain of 7 holders — while 29 added to existing stakes and 12 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $9.5M. The largest seller was S.R. Schill & Associates, cutting an estimated $3.03M.

  • 61 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $270M of JPMorgan International Bond Opportunities ETF stock for Q2 2021, up 51% quarter-over-quarter.
  • 9 funds opened new JPMorgan International Bond Opportunities ETF positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q2 2021 was OneDigital Investment Advisors, an estimated $9.5M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q2 2021 was S.R. Schill & Associates, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2021.