JPMorgan International Bond Opportunities ETF
JPIB
61 hedge funds and large institutions have $270M invested in JPMorgan International Bond Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
142% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 12
51% more capital invested
Capital invested by funds: $178M → $270M (+$91.8M)
13% more funds holding
Funds holding: 54 → 61 (+7)
0.21% more ownership
Funds ownership: 68.56% → 68.78% (+0.21%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.5M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$2.52M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$2.26M |
| 4 |
SB
Sunflower Bank
Dallas,
Texas
|
+$1.73M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRSA
S.R. Schill & Associates
Mercer Island,
Washington
|
-$3.03M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.28M |
| 3 |
FI
Financial Insights
Tacoma,
Washington
|
-$1.26M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$570K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$418K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
M
51
MOTCO
San Antonio,
Texas
| $101K | +$13.8K | +269 | +16% |
|
|
AAM
52
Advisors Asset Management
Monument,
Colorado
| $99K | +$99.1K | +1,927 | New |
|
|
GA
53
GoalVest Advisory
New York
| $90K | +$90.1K | +1,752 | New |
|
|
CAL
54
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $75K | +$26.4K | +513 | +54% |
|
55
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $65K | – | – | – |
|
|
HI
56
Harbour Investments
Madison,
Wisconsin
| $29K | – | – | – |
|
|
AA
57
Ancora Advisors
Cleveland,
Ohio
| $14K | – | – | – |
|
58
Osaic Holdings
Scottsdale,
Arizona
| $14K | +$51 | +1 | +0.4% |
|
|
PFGIA
59
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10K | – | – | – |
|
60
Rockefeller Capital Management
New York
| $4K | +$4.17K | +81 | New |
|
|
GWM
61
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
CAN
62
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$327K | -6,383 | Closed |
|
|
MWM
63
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$28K | -550 | Closed |
|
JPIB Hedge Fund Activity: Q2 2021 in Review
61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q2 2021, worth a combined $270M — up 51% from $178M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPIB positions and 2 closed out — a net gain of 7 holders — while 29 added to existing stakes and 12 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $9.5M. The largest seller was S.R. Schill & Associates, cutting an estimated $3.03M.
- 61 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q2 2021, up from 54 in Q1 2021.
- Funds reported $270M of JPMorgan International Bond Opportunities ETF stock for Q2 2021, up 51% quarter-over-quarter.
- 9 funds opened new JPMorgan International Bond Opportunities ETF positions in Q2 2021 and 2 closed out, a net change of +7 holders.
- The largest JPMorgan International Bond Opportunities ETF buyer in Q2 2021 was OneDigital Investment Advisors, an estimated $9.5M added.
- The largest JPMorgan International Bond Opportunities ETF seller in Q2 2021 was S.R. Schill & Associates, an estimated $3.03M sold.
Based on aggregated 13F filings for Q2 2021.