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JPMorgan International Bond Opportunities ETF

109 hedge funds and large institutions have $290M invested in JPMorgan International Bond Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

11% more funds holding

Funds holding: 98109 (+11)

4% more capital invested

Capital invested by funds: $279M → $290M (+$10.9M)

0.83% less ownership

Funds ownership: 75.74%74.91% (-0.83%)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
45
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
51
Lane & Associates
New Jersey
$876K -$229K -4,974 -21%
Citadel Advisors
52
Citadel Advisors
Florida
$849K +$562K +12,193 +219%
GWM
53
Geneos Wealth Management
Colorado
$783K +$93.1K +2,020 +14%
CSPAM
54
Cary Street Partners Asset Management
Virginia
$775K +$331K +7,183 +80%
OIA
55
OneDigital Investment Advisors
Kansas
$724K -$887K -19,255 -56%
AAS
56
Ameritas Advisory Services
Nebraska
$714K +$2.86K +62 +0.4%
DAS
57
Dynamic Advisor Solutions
Arizona
$684K +$22.7K +492 +4%
BCM
58
Brasada Capital Management
Texas
$651K +$628K +13,629 New
SFI
59
SPC Financial Inc
Maryland
$651K -$69.1K -1,500 -10%
CPA
60
Clear Point Advisors
New York
$581K +$560K +12,165 New
SPC
61
Sigma Planning Corp
Michigan
$532K -$436K -9,462 -46%
Mariner
62
Mariner
Kansas
$519K +$500K +10,850 New
PAG
63
Private Advisor Group
New Jersey
$495K +$15.2K +329 +3%
AAM
64
Advisors Asset Management
Colorado
$473K +$645 +14 +0.1%
Jane Street
65
Jane Street
New York
$446K -$4.5M -97,680 -91%
CAN
66
Cetera Advisor Networks
California
$427K +$66.6K +1,445 +19%
OMC
67
Old Mission Capital
Illinois
$368K +$354K +7,692 New
NFP
68
Narus Financial Partners
Utah
$355K +$342K +7,430 New
FI
69
Financial Insights
Washington
$350K -$152K -3,300 -31%
DWM
70
Drive Wealth Management
Utah
$328K -$51.3K -1,113 -14%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$317K +$305K +6,626 New
AA
72
Advisory Alpha
Michigan
$314K +$303K +6,570 New
BFA
73
Beaumont Financial Advisors
Massachusetts
$295K
VWA
74
Visionary Wealth Advisors
Illinois
$272K +$369 +8 +0.1%
M
75
MOTCO
Texas
$263K -$44.8K -973 -15%

JPIB Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q4 2023, worth a combined $290M — up 3.9% from $279M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPIB positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $12.2M.

  • 109 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $290M of JPMorgan International Bond Opportunities ETF stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 23 funds opened new JPMorgan International Bond Opportunities ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $10.7M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.