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JPMorgan International Bond Opportunities ETF

61 hedge funds and large institutions have $206M invested in JPMorgan International Bond Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.03% less ownership

Funds ownership: 68.78%66.75% (-2%)

24% less capital invested

Capital invested by funds: $270M → $206M (-$64.5M)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
6
Increased
28
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$637K +$52.3K +1,015 +9%
EL
27
EQ LLC
Washington
$606K +$3.4K +66 +0.6%
AIC
28
Ameritas Investment Company
Nebraska
$602K +$118K +2,295 +24%
FTUS
29
Flow Traders U.S.
New York
$531K -$1.25M -24,202 -70%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$511K -$12.4K -241 -2%
DAS
31
Dynamic Advisor Solutions
Arizona
$472K +$70.4K +1,368 +17%
LFGH
32
Lee Financial Group Hawaii
Hawaii
$434K +$61.4K +1,192 +16%
CG
33
Colony Group
Massachusetts
$422K +$423K +8,220 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$395K -$1.65K -32 -0.4%
SCM
35
Stonehearth Capital Management
Massachusetts
$393K -$360 -7 -0.1%
BFA
36
Beacon Financial Advisory
Ohio
$361K -$16.2K -315 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$328K -$35.7K -694 -10%
BFA
38
Beaumont Financial Advisors
Massachusetts
$318K
Morgan Stanley
39
Morgan Stanley
New York
$313K +$103K +2,004 +49%
MA
40
Mutual Advisors
Nebraska
$295K +$103 +2 +0%
RJT
41
Raymond James Trust
Florida
$250K +$23.9K +464 +11%
SC
42
Savant Capital
Illinois
$242K -$9.17K -178 -4%
SFC
43
SYM Financial Corp
Indiana
$238K +$89.3K +1,735 +60%
APSP
44
Asset Planning Services (Pennsylvania)
Pennsylvania
$218K +$1.24K +24 +0.6%
OMC
45
Old Mission Capital
Illinois
$215K -$239K -4,639 -53%
LPL Financial
46
LPL Financial
California
$215K +$216K +4,185 New
AF
47
Allworth Financial
California
$214K
AA
48
Advisory Alpha
Michigan
$214K +$215K +4,168 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$211K
AAM
50
Advisors Asset Management
Colorado
$203K +$105K +2,031 +105%

JPIB Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q3 2021, worth a combined $206M — down 24% from $270M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPIB positions and 4 closed out — a net gain of 2 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $5.05M. The largest seller was Flow Traders U.S., cutting an estimated $1.25M.

  • 61 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $206M of JPMorgan International Bond Opportunities ETF stock for Q3 2021, down 24% quarter-over-quarter.
  • 6 funds opened new JPMorgan International Bond Opportunities ETF positions in Q3 2021 and 4 closed out, a net change of +2 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q3 2021 was Private Advisor Group, an estimated $5.05M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q3 2021 was Flow Traders U.S., an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2021.