We are live on ! Find out more
JPIB icon

JPMorgan International Bond Opportunities ETF
JPIB

109 hedge funds and large institutions have $290M invested in JPMorgan International Bond Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

11% more funds holding

Funds holding: 98 → 109 (+11)

4% more capital invested

Capital invested by funds: $279M → $290M (+$10.9M)

0.83% less ownership

Funds ownership: 75.74% → 74.91% (-0.83%)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
45
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.7M
2
RPCA
Running Point Capital Advisors
California
+$3.15M
3
Morgan Stanley
Morgan Stanley
New York
+$1.93M
4
FWA
FSM Wealth Advisors
Ohio
+$1.75M
5
IP
Ignite Planners
California
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.2M
2
VPP
Vertex Planning Partners
Illinois
-$6.59M
3
Jane Street
Jane Street
New York
-$4.5M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.37M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
26
Financial Management Professionals
Texas
$4.64M -$160K -3,469 -3%
RPCA
27
Running Point Capital Advisors
California
$4.25M +$3.15M +68,269 +329%
Morgan Stanley
28
Morgan Stanley
New York
$3.75M +$1.93M +41,879 +115%
FA
29
Fiduciary Alliance
South Carolina
$3.22M +$482K +10,455 +18%
IP
30
Ignite Planners
California
$3.15M +$1.42M +30,745 +87%
FIM
31
Freedom Investment Management
Connecticut
$2.78M -$274K -5,955 -9%
LA
32
LexAurum Advisors
Kansas
$2.64M +$43.7K +949 +2%
WIA
33
Wetzel Investment Advisors
Indiana
$2.46M +$2.37M +51,420 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.26M +$383K +8,306 +21%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.68M -$18.8K -407 -1%
EWA
36
Etesian Wealth Advisors
Oregon
$1.62M +$44.9K +974 +3%
SWA
37
Stratos Wealth Advisors
Ohio
$1.44M +$108K +2,354 +8%
PA
38
PFG Advisors
Arizona
$1.43M +$67.4K +1,462 +5%
SFG
39
StrategIQ Financial Group
Indiana
$1.42M +$410K +8,900 +43%
SI
40
Saxon Interests
Texas
$1.42M +$1.36M +29,625 New
Osaic Holdings
41
Osaic Holdings
Arizona
$1.35M +$829 +18 +0.1%
SFC
42
SYM Financial Corp
Indiana
$1.35M +$761K +16,509 +141%
OC
43
Oppenheimer & Co
New York
$1.34M +$36.2K +786 +3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.21M -$113K -2,460 -9%
FCFC
45
First Citizens Financial Corp
Iowa
$1.13M +$374K +8,121 +52%
GLA
46
Good Life Advisors
Pennsylvania
$1.07M -$2.9K -63 -0.3%
HB
47
HTLF Bank
Colorado
$1.03M +$994K +21,569 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.02M +$986K +21,392 New
RJA
49
Raymond James & Associates
Florida
$1.01M +$90.6K +1,967 +10%
IAIM
50
International Assets Investment Management
Florida
$882K +$850K +18,450 New
1
2
3 4 5

JPIB Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q4 2023, worth a combined $290M — up 3.9% from $279M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPIB positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $12.2M.

  • 109 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $290M of JPMorgan International Bond Opportunities ETF stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 23 funds opened new JPMorgan International Bond Opportunities ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $10.7M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.