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JPMorgan International Bond Opportunities ETF
JPIB

69 hedge funds and large institutions have $248M invested in JPMorgan International Bond Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

5% more capital invested

Capital invested by funds: $235M → $248M (+$12.8M)

1% more funds holding

Funds holding: 68 → 69 (+1)

0.55% less ownership

Funds ownership: 75.06% → 74.51% (-0.55%)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
12
Increased
31
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$8.65M
2
Jane Street
Jane Street
New York
+$4.66M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.65M
4
CA
CGN Advisors
Kansas
+$2.66M
5
OIA
OneDigital Investment Advisors
Kansas
+$2.11M

Top Sellers

1
FIM
Freedom Investment Management
Connecticut
-$2.95M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.84M
3
FMP
Financial Management Professionals
Texas
-$1.48M
4
AA
Advisory Alpha
Michigan
-$1.29M
5
FI
Financial Insights
Washington
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.08M +$1.09M +22,029 New
OPS
27
Orion Portfolio Solutions
Nebraska
$916K +$73.9K +1,495 +9%
MA
28
Mutual Advisors
Nebraska
$855K +$155K +3,133 +22%
AAS
29
Ameritas Advisory Services
Nebraska
$738K +$49.6K +1,004 +7%
GRP
30
Global Retirement Partners
California
$738K +$783K +15,844 New
SWA
31
Stratos Wealth Advisors
Ohio
$733K -$29.5K -596 -4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$692K -$233K -4,715 -25%
HBT
33
Hills Bank & Trust
Iowa
$641K -$297 -6 -0%
RPCA
34
Running Point Capital Advisors
California
$558K +$564K +11,412 New
SWP
35
Summit Wealth Partners
Florida
$491K -$170K -3,440 -26%
EL
36
EQ LLC
Washington
$487K +$840 +17 +0.2%
CG
37
Colony Group
Massachusetts
$408K +$4K +81 +1%
ACM
38
AlphaStar Capital Management
North Carolina
$369K -$1.84M -37,256 -83%
SFC
39
SYM Financial Corp
Indiana
$369K +$123K +2,491 +49%
AAM
40
Advisors Asset Management
Colorado
$368K +$91.4K +1,850 +33%
BFA
41
Beacon Financial Advisory
Ohio
$337K +$18.1K +367 +6%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$308K +$54.6K +1,105 +20%
SCM
43
Stonehearth Capital Management
Massachusetts
$303K +$10.2K +207 +3%
BFA
44
Beaumont Financial Advisors
Massachusetts
$302K – – –
Morgan Stanley
45
Morgan Stanley
New York
$298K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$272K – – –
LPL Financial
47
LPL Financial
California
$233K +$235K +4,754 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$217K -$255K -5,168 -54%
FA
49
Faithward Advisors
Pennsylvania
$212K +$214K +4,332 New
WFAG
50
Wescott Financial Advisory Group
Pennsylvania
$211K +$213K +4,310 New
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JPIB Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2022, worth a combined $248M — up 5.4% from $235M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIB positions and 8 closed out — a net gain of 4 holders — while 31 added to existing stakes and 14 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $8.65M. The largest seller was Freedom Investment Management, cutting an estimated $2.95M.

  • 69 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2022, up from 68 in Q4 2021.
  • Funds reported $248M of JPMorgan International Bond Opportunities ETF stock for Q1 2022, up 5.4% quarter-over-quarter.
  • 12 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2022 and 8 closed out, a net change of +4 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2022 was MML Investors Services, an estimated $8.65M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2022 was Freedom Investment Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2022.