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JPMorgan International Bond Opportunities ETF
JPIB

96 hedge funds and large institutions have $262M invested in JPMorgan International Bond Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

24% more capital invested

Capital invested by funds: $211M → $262M (+$50.7M)

13% more funds holding

Funds holding: 85 → 96 (+11)

5.87% more ownership

Funds ownership: 72.13% → 78% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
96
Holders Change
+11
Holders Change %
+12.94%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
47
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$8.52M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$7.5M
3
Jane Street
Jane Street
New York
+$7.43M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$7.35M
5
Goldman Sachs
Goldman Sachs
New York
+$4.71M

Top Sellers

1
GAG
Goodman Advisory Group
Massachusetts
-$5.2M
2
OIA
OneDigital Investment Advisors
Kansas
-$1.22M
3
PWA
Peterson Wealth Advisors
Utah
-$828K
4
SB
Sunflower Bank
Texas
-$775K
5
AAS
Ameritas Advisory Services
Nebraska
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
26
FSM Wealth Advisors
Ohio
$4.18M +$1.34M +28,454 +46%
FIM
27
Freedom Investment Management
Connecticut
$3.56M -$90.6K -1,924 -2%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$3.49M +$1.1M +23,286 +45%
CAC
29
Certified Advisory Corp
Florida
$3.23M +$869K +18,460 +36%
SI
30
Saxon Interests
Texas
$3.08M -$155K -3,291 -5%
LA
31
LexAurum Advisors
Kansas
$2.57M +$471K +10,015 +22%
LSPW
32
Lake Street Private Wealth
Illinois
$2.53M +$551K +11,702 +27%
FA
33
Fiduciary Alliance
South Carolina
$2.51M +$2.54M +53,874 New
Citadel Advisors
34
Citadel Advisors
Florida
$2.31M +$2.34M +49,641 New
FWM
35
ForthRight Wealth Management
Georgia
$2.2M +$2.23M +47,302 New
OIA
36
OneDigital Investment Advisors
Kansas
$2M -$1.22M -25,821 -38%
CG
37
Colony Group
Massachusetts
$1.99M +$1.65M +35,155 +465%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.58M +$225K +4,779 +16%
EWA
39
Etesian Wealth Advisors
Oregon
$1.55M +$10.8K +230 +0.7%
Morgan Stanley
40
Morgan Stanley
New York
$1.5M +$1.29M +27,436 +582%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.46M +$90.8K +1,930 +7%
OC
42
Oppenheimer & Co
New York
$1.29M +$165K +3,501 +15%
LA
43
Lane & Associates
New Jersey
$1.28M -$316K -6,715 -20%
PA
44
PFG Advisors
Arizona
$1.21M +$1.22M +25,952 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.04M +$56.5K +1,200 +6%
DBT
46
Dubuque Bank & Trust
Iowa
$1.01M – – –
GLA
47
Good Life Advisors
Pennsylvania
$963K -$15.1K -321 -2%
RPCA
48
Running Point Capital Advisors
California
$913K +$9.93K +211 +1%
RJA
49
Raymond James & Associates
Florida
$898K – – –
SPC
50
Sigma Planning Corp
Michigan
$869K +$877K +18,639 New
1
2
3 4 5

JPIB Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q2 2023, worth a combined $262M — up 24% from $211M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JPIB positions and 5 closed out — a net gain of 12 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $8.52M. The largest seller was Goodman Advisory Group, cutting an estimated $5.2M.

  • 96 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q2 2023, up from 85 in Q1 2023.
  • Funds reported $262M of JPMorgan International Bond Opportunities ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 17 funds opened new JPMorgan International Bond Opportunities ETF positions in Q2 2023 and 5 closed out, a net change of +12 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q2 2023 was Baird Financial Group, an estimated $8.52M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q2 2023 was Goodman Advisory Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2023.