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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
APWA
76
Atlas Private Wealth Advisors
New Jersey
$256K -$79.6K -1,728 -24%
AWS
77
Atria Wealth Solutions
New York
$255K +$246K +5,341 New
VPP
78
Vertex Planning Partners
Illinois
$236K -$6.59M -142,996 -97%
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
$224K +$136K +2,944 +170%
WFAG
80
Wescott Financial Advisory Group
Pennsylvania
$220K +$2.12K +46 +1%
PWM
81
Prosperity Wealth Management
California
$220K +$212K +4,611 New
VCM
82
Virtue Capital Management
Tennessee
$215K +$190K +4,115 New
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$215K -$131K -2,850 -39%
FWP
84
Falcon Wealth Planning
California
$206K -$55.7K -1,209 -22%
PWM
85
Perigon Wealth Management
California
$204K +$196K +4,265 New
SFG
86
Sage Financial Group
Pennsylvania
$201K +$194K +4,208 New
BPC
87
Banque Pictet & Cie
Switzerland
$201K +$193K +4,200 New
GRP
88
Global Retirement Partners
California
$179K -$26.4K -574 -13%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$158K +$153K +3,311 New
SS
90
Sunbelt Securities
Texas
$105K +$184 +4 +0.2%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$92K -$14.1K -305 -14%
PPC
92
Park Place Capital
Alabama
$66.6K -$38.1K -828 -37%
LFG
93
Larson Financial Group
Missouri
$66.1K
CAL
94
Capital Analysts LLC
Pennsylvania
$34K -$13.9K -301 -30%
Wells Fargo
95
Wells Fargo
California
$29.6K -$30.1K -653 -51%
JP Morgan Chase
96
JP Morgan Chase
New York
$29.4K +$20.6K +447 +264%
IA
97
IFP Advisors
Florida
$22.9K +$22.1K +480 New
PTC
98
Private Trust Company
Ohio
$17.3K -$9.21K -200 -36%
TSWM
99
Tyler-Stone Wealth Management
Ohio
$16.7K
AC
100
AlphaCore Capital
California
$15.7K -$92 -2 -0.6%

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.