JPMorgan International Bond Opportunities ETF
JPIB
49 hedge funds and large institutions have $114M invested in JPMorgan International Bond Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $101M → $114M (+$12.2M)
7% more funds holding
Funds holding: 46 → 49 (+3)
0.78% more ownership
Funds ownership: 67.38% → 68.16% (+0.78%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
Financial Insights
Tacoma,
Washington
|
+$6.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.62M |
| 3 |
SB
Sunflower Bank
Dallas,
Texas
|
+$2.62M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$1.75M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$6.39M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$2.09M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.6M |
| 4 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
-$1.44M |
| 5 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$507K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
REMPR
51
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| – | -$507K | -10,200 | Closed |
|
|
BCI
52
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$300K | -6,031 | Closed |
|
|
NL
53
NWAM LLC
Mercer Island,
Washington
| – | -$204K | -4,115 | Closed |
|
|
WR
54
Watson Rebecca
| – | -$27K | -550 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | -$51 | -1 | Closed |
|
JPIB Hedge Fund Activity: Q3 2020 in Review
49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q3 2020, worth a combined $114M — up 12% from $101M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPIB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was Financial Insights, adding an estimated $6.62M. The largest seller was Summit Wealth Partners, cutting an estimated $6.39M.
- 49 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q3 2020, up from 46 in Q2 2020.
- Funds reported $114M of JPMorgan International Bond Opportunities ETF stock for Q3 2020, up 12% quarter-over-quarter.
- 9 funds opened new JPMorgan International Bond Opportunities ETF positions in Q3 2020 and 6 closed out, a net change of +3 holders.
- The largest JPMorgan International Bond Opportunities ETF buyer in Q3 2020 was Financial Insights, an estimated $6.62M added.
- The largest JPMorgan International Bond Opportunities ETF seller in Q3 2020 was Summit Wealth Partners, an estimated $6.39M sold.
Based on aggregated 13F filings for Q3 2020.