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JPMorgan International Bond Opportunities ETF
JPIB

85 hedge funds and large institutions have $211M invested in JPMorgan International Bond Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 87 → 85 (-2)

12.02% less ownership

Funds ownership: 84.16% → 72.13% (-12%)

17% less capital invested

Capital invested by funds: $256M → $211M (-$44.6M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.35%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
31
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$5.43M
2
GAG
Goodman Advisory Group
Massachusetts
+$5.21M
3
SS
Simplicity Solutions
Minnesota
+$4.24M
4
TCFP
Treasure Coast Financial Planning
Florida
+$3.46M
5
LPL Financial
LPL Financial
California
+$2.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$61.8M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$7.31M
3
CA
CGN Advisors
Kansas
-$3.91M
4
FIM
Freedom Investment Management
Connecticut
-$2.3M
5
SB
Sunflower Bank
Texas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
51
Falcon Wealth Planning
California
$426K -$12.2K -260 -3%
OPS
52
Orion Portfolio Solutions
Nebraska
$386K -$86.7K -1,844 -18%
BCI
53
Brinker Capital Investments
Pennsylvania
$386K +$383K +8,146 New
CG
54
Colony Group
Massachusetts
$358K -$5.74K -122 -2%
GCM
55
Gallacher Capital Management
Colorado
$352K – – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$300K -$16.8K -357 -5%
BFA
57
Beaumont Financial Advisors
Massachusetts
$293K – – –
OMC
58
Old Mission Capital
Illinois
$282K -$56.6K -1,204 -17%
M
59
MOTCO
Texas
$281K +$141K +2,991 +102%
VWA
60
Visionary Wealth Advisors
Illinois
$254K +$46.2K +983 +22%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$238K +$93.1K +1,980 +37%
GRP
62
Global Retirement Partners
California
$226K -$12K -256 -5%
Morgan Stanley
63
Morgan Stanley
New York
$223K +$13.2K +281 +6%
WFAG
64
Wescott Financial Advisory Group
Pennsylvania
$211K +$1.41K +30 +0.7%
GWM
65
Geneos Wealth Management
Colorado
$152K +$151K +3,210 New
PPC
66
Park Place Capital
Alabama
$123K +$49.8K +1,059 +69%
SS
67
Sunbelt Securities
Texas
$107K +$107K +2,272 New
DZ Bank
68
DZ Bank
Germany
$83.5K – – –
ASN
69
Advisory Services Network
Georgia
$72.3K +$71.8K +1,527 New
LFG
70
Larson Financial Group
Missouri
$67.2K – – –
CAL
71
Capital Analysts LLC
Pennsylvania
$46K -$31.9K -678 -41%
PTC
72
Private Trust Company
Ohio
$26.6K – – –
US Bancorp
73
US Bancorp
Minnesota
$25.3K +$23.9K +509 +1,958%
IGWM
74
ICA Group Wealth Management
Colorado
$24.7K – – –
CSPAM
75
Cary Street Partners Asset Management
Virginia
$21.3K -$107K -2,273 -84%
1 2
3
4

JPIB Hedge Fund Activity: Q1 2023 in Review

85 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2023, worth a combined $211M — down 17% from $256M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPIB and 12 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 31 added.

The largest buyer was HighTower Advisors, adding an estimated $5.43M. The largest seller was Jane Street, cutting an estimated $61.8M.

  • 85 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2023, down from 87 in Q4 2022.
  • Funds reported $211M of JPMorgan International Bond Opportunities ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 12 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2023 and 13 closed out, a net change of -1 holder.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2023 was HighTower Advisors, an estimated $5.43M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2023 was Jane Street, an estimated $61.8M sold.

Based on aggregated 13F filings for Q1 2023.