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JPMorgan International Bond Opportunities ETF

116 hedge funds and large institutions have $345M invested in JPMorgan International Bond Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

19% more capital invested

Capital invested by funds: $290M → $345M (+$55.4M)

6.59% more ownership

Funds ownership: 74.91%81.5% (+6.6%)

6% more funds holding

Funds holding: 109116 (+7)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
20
Increased
55
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCFP
26
Treasure Coast Financial Planning
Florida
$5.42M +$235K +4,943 +5%
Jane Street
27
Jane Street
New York
$5.18M +$4.73M +99,452 +1,066%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$5.01M -$6.09M -127,987 -55%
FMP
29
Financial Management Professionals
Texas
$4.61M -$16.9K -355 -0.4%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.46M -$4.89M -102,793 -52%
RPCA
31
Running Point Capital Advisors
California
$4.43M +$193K +4,057 +5%
IP
32
Ignite Planners
California
$4.31M +$1.18M +24,725 +37%
BFA
33
BBJS Financial Advisors
Washington
$4.01M +$4M +84,224 New
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$3.58M +$3.57M +75,121 New
FA
35
Fiduciary Alliance
South Carolina
$3.38M +$192K +4,044 +6%
LA
36
LexAurum Advisors
Kansas
$3.08M +$446K +9,388 +17%
HPC
37
Hobart Private Capital
North Carolina
$2.81M +$2.81M +59,003 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$2.79M +$2.78M +58,486 New
CAN
39
Cetera Advisor Networks
California
$2.75M +$2.32M +48,901 +548%
NW
40
NewEdge Wealth
Pennsylvania
$2.64M +$2.67M +56,253 New
FIM
41
Freedom Investment Management
Connecticut
$2.58M -$185K -3,888 -7%
MFG
42
Marmo Financial Group
Tennessee
$2.53M +$2.52M +53,094 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$2.5M +$250K +5,259 +11%
WIA
44
Wetzel Investment Advisors
Indiana
$2.4M -$5.9K -124 -0.2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.02M +$999K +21,020 +98%
RJA
46
Raymond James & Associates
Florida
$2M +$990K +20,831 +98%
SWA
47
Stratos Wealth Advisors
Ohio
$1.85M +$407K +8,560 +28%
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.77M +$88K +1,850 +5%
AAS
49
Ameritas Advisory Services
Nebraska
$1.64M +$931K +19,584 +131%
SFC
50
SYM Financial Corp
Indiana
$1.58M +$232K +4,888 +17%

JPIB Hedge Fund Activity: Q1 2024 in Review

116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2024, worth a combined $345M — up 19% from $290M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPIB positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Acima Private Wealth, opening a new position worth an estimated $13M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.09M.

  • 116 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2024, up from 109 in Q4 2023.
  • Funds reported $345M of JPMorgan International Bond Opportunities ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 20 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2024 was Acima Private Wealth, an estimated $13M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2024 was Thrivent Financial for Lutherans, an estimated $6.09M sold.

Based on aggregated 13F filings for Q1 2024.