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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
Wells Fargo
76
Wells Fargo
California
$19K -$4.7K -100 -20%
AC
77
AlphaCore Capital
California
$17K +$16.8K +358 New
AA
78
Ancora Advisors
Ohio
$12.8K – – –
HI
79
Harbour Investments
Wisconsin
$12.4K – – –
CFGS
80
Concourse Financial Group Securities
Alabama
$11.7K +$11.6K +247 New
HWA
81
HHM Wealth Advisors
Tennessee
$11.6K -$2.3K -49 -17%
TAM
82
Tucker Asset Management
Colorado
$1.85K – – –
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$947 – – –
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$749 -$3.67K -78 -0.5%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$47 -$141 -3 -75%
PCIA
86
Prime Capital Investment Advisors
Kansas
– -$7.31M -158,868 Closed
EL
87
EQ LLC
Washington
– -$258K -5,615 Closed
MGIA
88
Moneta Group Investment Advisors
Missouri
– -$248K -5,239 Closed
SWP
89
Summit Wealth Partners
Florida
– -$210K -4,575 Closed
SC
90
Scotia Capital
Ontario, Canada
– -$202K -4,400 Closed
WOSD
91
WFA of San Diego
California
– -$119K -2,580 Closed
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
– -$96K -2,102 Closed
UBS Group
93
UBS Group
Switzerland
– -$80.6K -1,754 Closed
IA
94
IFP Advisors
Florida
– -$23K -460 Closed
BCMIO
95
Beacon Capital Management Inc (Ohio)
Ohio
– -$16.4K -357 Closed
MCC
96
Money Concepts Capital
Florida
– -$14.4K -313 Closed
BWL
97
Bogart Wealth LLC
Virginia
– -$9.2K -200 Closed
FGAM
98
Financial Gravity Asset Management
Texas
– -$68K -46 Closed
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.