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JPMorgan International Bond Opportunities ETF

87 hedge funds and large institutions have $256M invested in JPMorgan International Bond Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

23% more funds holding

Funds holding: 7187 (+16)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $220M → $256M (+$35.9M)

9.31% more ownership

Funds ownership: 74.85%84.16% (+9.3%)

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
24
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.5M +$1.56M +34,509 +173%
CAC
27
Certified Advisory Corp
Florida
$2.16M +$2.13M +46,960 New
LA
28
LexAurum Advisors
Kansas
$1.93M -$63.6K -1,403 -3%
LSPW
29
Lake Street Private Wealth
Illinois
$1.84M -$11.9K -263 -0.7%
LA
30
Lane & Associates
New Jersey
$1.68M +$1.65M +36,471 New
EWA
31
Etesian Wealth Advisors
Oregon
$1.61M +$1.59M +35,017 New
Osaic Holdings
32
Osaic Holdings
Arizona
$1.47M +$1.44M +31,778 +14,187%
FI
33
Financial Insights
Washington
$1.11M -$733K -16,162 -40%
DBT
34
Dubuque Bank & Trust
Iowa
$992K
RPCA
35
Running Point Capital Advisors
California
$890K +$30.7K +677 +4%
RJA
36
Raymond James & Associates
Florida
$886K -$126K -2,769 -13%
GLA
37
Good Life Advisors
Pennsylvania
$827K +$816K +17,992 New
SFI
38
SPC Financial Inc
Maryland
$742K -$78.2K -1,725 -10%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$731K -$259K -5,708 -26%
AAS
40
Ameritas Advisory Services
Nebraska
$653K +$4.08K +90 +0.6%
DAS
41
Dynamic Advisor Solutions
Arizona
$617K -$891K -19,654 -59%
SFC
42
SYM Financial Corp
Indiana
$513K +$13.1K +288 +3%
DWM
43
Drive Wealth Management
Utah
$498K +$491K +10,818 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$490K +$1.63K +36 +0.3%
OPS
45
Orion Portfolio Solutions
Nebraska
$459K -$204K -4,504 -31%
AAM
46
Advisors Asset Management
Colorado
$436K -$14.6K -321 -3%
FWP
47
Falcon Wealth Planning
California
$425K -$1.09K -24 -0.3%
CG
48
Colony Group
Massachusetts
$359K -$8.07K -178 -2%
GCM
49
Gallacher Capital Management
Colorado
$342K +$337K +7,439 New
OMC
50
Old Mission Capital
Illinois
$329K +$325K +7,159 New