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JPMorgan International Bond Opportunities ETF

116 hedge funds and large institutions have $345M invested in JPMorgan International Bond Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

19% more capital invested

Capital invested by funds: $290M → $345M (+$55.4M)

6.59% more ownership

Funds ownership: 74.91%81.5% (+6.6%)

6% more funds holding

Funds holding: 109116 (+7)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
20
Increased
55
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
76
Narus Financial Partners
Utah
$406K +$52.2K +1,098 +15%
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
$353K +$130K +2,730 +58%
AA
78
Advisory Alpha
Michigan
$351K +$38.6K +811 +12%
AWS
79
Atria Wealth Solutions
New York
$313K +$58.4K +1,229 +23%
FWP
80
Falcon Wealth Planning
California
$300K +$94.6K +1,989 +46%
BFA
81
Beaumont Financial Advisors
Massachusetts
$294K
VCM
82
Virtue Capital Management
Tennessee
$288K +$58.9K +1,239 +30%
MCM
83
Mainstay Capital Management
Michigan
$284K +$284K +5,970 New
Stifel Financial
84
Stifel Financial
Missouri
$280K +$280K +5,881 New
M
85
MOTCO
Texas
$268K +$5.66K +119 +2%
DWM
86
Drive Wealth Management
Utah
$261K -$64.7K -1,361 -20%
PWM
87
Prosperity Wealth Management
California
$257K +$36.9K +776 +17%
VWA
88
Visionary Wealth Advisors
Illinois
$232K -$38.6K -812 -14%
WFAG
89
Wescott Financial Advisory Group
Pennsylvania
$222K +$1.9K +40 +0.9%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$216K -$99.4K -2,090 -32%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$213K
SFG
92
Sage Financial Group
Pennsylvania
$200K
GRP
93
Global Retirement Partners
California
$142K -$37.8K -795 -21%
SS
94
Sunbelt Securities
Texas
$105K +$190 +4 +0.2%
CA
95
Continuum Advisory
Idaho
$92.5K +$93.1K +1,959 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$87K -$4.14K -87 -5%
LFG
97
Larson Financial Group
Missouri
$65.9K +$48 +1 +0.1%
PPC
98
Park Place Capital
Alabama
$59.6K -$6.75K -142 -10%
EWA
99
EverSource Wealth Advisors
Alabama
$52.4K +$53.2K +1,119 New
DZ Bank
100
DZ Bank
Germany
$42.7K +$32.6K +686 +327%

JPIB Hedge Fund Activity: Q1 2024 in Review

116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2024, worth a combined $345M — up 19% from $290M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPIB positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Acima Private Wealth, opening a new position worth an estimated $13M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.09M.

  • 116 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2024, up from 109 in Q4 2023.
  • Funds reported $345M of JPMorgan International Bond Opportunities ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 20 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2024 was Acima Private Wealth, an estimated $13M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2024 was Thrivent Financial for Lutherans, an estimated $6.09M sold.

Based on aggregated 13F filings for Q1 2024.