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JPMorgan International Bond Opportunities ETF
JPIB

119 hedge funds and large institutions have $357M invested in JPMorgan International Bond Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 116 → 119 (+3)

3% more capital invested

Capital invested by funds: $345M → $357M (+$11.6M)

2.64% less ownership

Funds ownership: 81.5% → 78.86% (-2.6%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
63
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.98M
2
VCP
Verus Capital Partners
Arizona
+$4.92M
3
FTUS
Flow Traders U.S.
New York
+$3.28M
4
AAS
Avantax Advisory Services
Texas
+$3.22M
5
APP
Avantax Planning Partners
Iowa
+$3.17M

Top Sellers

1
SB
Sunflower Bank
Texas
-$7.86M
2
APW
Acima Private Wealth
Virginia
-$3.39M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.78M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$2.09M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
PFG Advisors
Arizona
$429K -$942K -19,983 -69%
AWS
77
Atria Wealth Solutions
New York
$410K +$100K +2,123 +32%
AA
78
Advisory Alpha
Michigan
$371K +$23.6K +501 +7%
APWA
79
Atlas Private Wealth Advisors
New Jersey
$361K +$361K +7,668 New
Stifel Financial
80
Stifel Financial
Missouri
$314K +$37.2K +789 +13%
VWA
81
Visionary Wealth Advisors
Illinois
$294K +$64.1K +1,360 +28%
BFA
82
Beaumont Financial Advisors
Massachusetts
$291K – – –
PWM
83
Prosperity Wealth Management
California
$289K +$35.5K +754 +14%
MCM
84
Mainstay Capital Management
Michigan
$281K – – –
M
85
MOTCO
Texas
$274K +$9.14K +194 +3%
SFG
86
Sage Financial Group
Pennsylvania
$257K +$58.7K +1,245 +30%
VCM
87
Virtue Capital Management
Tennessee
$246K -$40.4K -856 -16%
LA
88
Lane & Associates
New Jersey
$246K -$477K -10,129 -66%
TFM
89
Trademark Financial Management
Minnesota
$242K +$242K +5,141 New
DWM
90
Drive Wealth Management
Utah
$242K -$16.4K -348 -6%
AWMS
91
Advocacy Wealth Management Services
Georgia
$237K +$237K +5,021 New
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$227K +$227K +4,820 New
WFAG
93
Wescott Financial Advisory Group
Pennsylvania
$222K +$2.55K +54 +1%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$219K +$6.27K +133 +3%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$218K +$4.24K +90 +2%
GRP
96
Global Retirement Partners
California
$140K – – –
SS
97
Sunbelt Securities
Texas
$99.2K -$4.62K -98 -4%
FCG
98
Financial Connections Group
California
$93K +$93.2K +1,978 New
CA
99
Continuum Advisory
Idaho
$92.3K – – –
EWA
100
EverSource Wealth Advisors
Alabama
$79.3K +$25.3K +536 +48%
2 3
4
5 6

JPIB Hedge Fund Activity: Q2 2024 in Review

119 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q2 2024, worth a combined $357M — up 3.4% from $345M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIB positions and 8 closed out — a net gain of 4 holders — while 63 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.98M. The largest seller was Sunflower Bank, cutting an estimated $7.86M.

  • 119 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q2 2024, up from 116 in Q1 2024.
  • Funds reported $357M of JPMorgan International Bond Opportunities ETF stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 12 funds opened new JPMorgan International Bond Opportunities ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $9.98M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q2 2024 was Sunflower Bank, an estimated $7.86M sold.

Based on aggregated 13F filings for Q2 2024.