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JPMorgan International Bond Opportunities ETF
JPIB

85 hedge funds and large institutions have $211M invested in JPMorgan International Bond Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 87 → 85 (-2)

12.02% less ownership

Funds ownership: 84.16% → 72.13% (-12%)

17% less capital invested

Capital invested by funds: $256M → $211M (-$44.6M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.35%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
31
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$5.43M
2
GAG
Goodman Advisory Group
Massachusetts
+$5.21M
3
SS
Simplicity Solutions
Minnesota
+$4.24M
4
TCFP
Treasure Coast Financial Planning
Florida
+$3.46M
5
LPL Financial
LPL Financial
California
+$2.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$61.8M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$7.31M
3
CA
CGN Advisors
Kansas
-$3.91M
4
FIM
Freedom Investment Management
Connecticut
-$2.3M
5
SB
Sunflower Bank
Texas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$3.05M -$61.8M -1,314,840 -95%
FWA
27
FSM Wealth Advisors
Ohio
$2.93M +$158K +3,356 +6%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$2.45M -$191K -4,066 -7%
CAC
29
Certified Advisory Corp
Florida
$2.4M +$178K +3,795 +8%
LA
30
LexAurum Advisors
Kansas
$2.14M +$154K +3,276 +8%
LSPW
31
Lake Street Private Wealth
Illinois
$2.03M +$130K +2,764 +7%
LA
32
Lane & Associates
New Jersey
$1.62M -$103K -2,193 -6%
EWA
33
Etesian Wealth Advisors
Oregon
$1.56M -$94K -1,999 -6%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.39M +$1.38M +29,440 New
Osaic Holdings
35
Osaic Holdings
Arizona
$1.38M -$136K -2,897 -9%
OC
36
Oppenheimer & Co
New York
$1.14M +$1.13M +24,098 New
DBT
37
Dubuque Bank & Trust
Iowa
$1.02M – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$998K +$785K +16,697 +382%
GLA
39
Good Life Advisors
Pennsylvania
$994K +$141K +2,992 +17%
FI
40
Financial Insights
Washington
$964K -$180K -3,823 -16%
RPCA
41
Running Point Capital Advisors
California
$918K +$988 +21 +0.1%
RJA
42
Raymond James & Associates
Florida
$912K – – –
SFI
43
SPC Financial Inc
Maryland
$759K -$5.13K -109 -0.7%
AAS
44
Ameritas Advisory Services
Nebraska
$698K +$26.8K +570 +4%
DAS
45
Dynamic Advisor Solutions
Arizona
$579K -$56.1K -1,193 -9%
SFC
46
SYM Financial Corp
Indiana
$528K +$94 +2 +0%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$500K -$4.51K -96 -0.9%
DWM
48
Drive Wealth Management
Utah
$483K -$29.5K -627 -6%
AAM
49
Advisors Asset Management
Colorado
$450K +$988 +21 +0.2%
PAG
50
Private Advisor Group
New Jersey
$427K +$424K +9,011 New
1
2
3 4

JPIB Hedge Fund Activity: Q1 2023 in Review

85 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2023, worth a combined $211M — down 17% from $256M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPIB and 12 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 31 added.

The largest buyer was HighTower Advisors, adding an estimated $5.43M. The largest seller was Jane Street, cutting an estimated $61.8M.

  • 85 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2023, down from 87 in Q4 2022.
  • Funds reported $211M of JPMorgan International Bond Opportunities ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 12 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2023 and 13 closed out, a net change of -1 holder.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2023 was HighTower Advisors, an estimated $5.43M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2023 was Jane Street, an estimated $61.8M sold.

Based on aggregated 13F filings for Q1 2023.