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JPMorgan International Bond Opportunities ETF

98 hedge funds and large institutions have $279M invested in JPMorgan International Bond Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $262M → $279M (+$17.4M)

2% more funds holding

Funds holding: 9698 (+2)

2.26% less ownership

Funds ownership: 78%75.74% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
49
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$729K +$5.81K +126 +0.8%
FCFC
52
First Citizens Financial Corp
Iowa
$709K +$142K +3,078 +25%
SFI
53
SPC Financial Inc
Maryland
$688K -$10.4K -225 -1%
AAS
54
Ameritas Advisory Services
Nebraska
$677K +$687K +14,879 New
GWM
55
Geneos Wealth Management
Colorado
$653K -$42.3K -916 -6%
DAS
56
Dynamic Advisor Solutions
Arizona
$635K +$59.8K +1,295 +10%
SFC
57
SYM Financial Corp
Indiana
$532K +$16.7K +362 +3%
BCI
58
Brinker Capital Investments
Pennsylvania
$495K +$11.7K +254 +2%
OPS
59
Orion Portfolio Solutions
Nebraska
$495K +$11.7K +254 +2%
FI
60
Financial Insights
Washington
$479K -$183K -3,968 -27%
PAG
61
Private Advisor Group
New Jersey
$456K +$48.3K +1,047 +12%
AAM
62
Advisors Asset Management
Colorado
$450K +$20.6K +446 +5%
CSPAM
63
Cary Street Partners Asset Management
Virginia
$411K +$138K +3,000 +50%
DWM
64
Drive Wealth Management
Utah
$362K -$77K -1,668 -17%
CAN
65
Cetera Advisor Networks
California
$340K +$345K +7,484 New
GCM
66
Gallacher Capital Management
Colorado
$338K
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$332K -$8.07K -175 -2%
APWA
68
Atlas Private Wealth Advisors
New Jersey
$322K +$17.9K +388 +6%
M
69
MOTCO
Texas
$295K +$3.09K +67 +1%
BFA
70
Beaumont Financial Advisors
Massachusetts
$281K
VWA
71
Visionary Wealth Advisors
Illinois
$259K +$554 +12 +0.2%
SAM
72
SignalPoint Asset Management
Missouri
$257K +$261K +5,649 New
Citadel Advisors
73
Citadel Advisors
Florida
$254K -$2.03M -44,063 -89%
FWP
74
Falcon Wealth Planning
California
$251K -$58.6K -1,271 -19%
WFAG
75
Wescott Financial Advisory Group
Pennsylvania
$208K +$3.18K +69 +2%