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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
CAL
101
Capital Analysts LLC
Pennsylvania
$35K +$1.28K +27 +4%
JP Morgan Chase
102
JP Morgan Chase
New York
$29.3K
IA
103
IFP Advisors
Florida
$22.9K
PTC
104
Private Trust Company
Ohio
$17.2K
TSWM
105
Tyler-Stone Wealth Management
Ohio
$16.7K
HWA
106
HHM Wealth Advisors
Tennessee
$14.1K
Wells Fargo
107
Wells Fargo
California
$13.4K -$16.2K -340 -55%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$13K -$145K -3,040 -92%
HI
109
Harbour Investments
Wisconsin
$12.5K
FGAM
110
Financial Gravity Asset Management
Texas
$12.1K +$12.1K +255 New
MHR
111
Matthew Hamilton Rosenberg
$8.76K
ACA
112
Aptus Capital Advisors
Alabama
$7.95K +$7.94K +167 New
TAM
113
Tucker Asset Management
Colorado
$1.86K
GI
114
Gradient Investments
Minnesota
$857 +$856 +18 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$476 +$475 +10 New
BCWM
116
Bartlett & Co Wealth Management
Ohio
$95 -$238 -5 -71%
Citadel Advisors
117
Citadel Advisors
Florida
-$849K -17,771 Closed
OMC
118
Old Mission Capital
Illinois
-$368K -7,692 Closed
FI
119
Financial Insights
Washington
-$350K -7,321 Closed
APWA
120
Atlas Private Wealth Advisors
New Jersey
-$256K -5,358 Closed
VPP
121
Vertex Planning Partners
Illinois
-$236K -4,943 Closed
PWM
122
Perigon Wealth Management
California
-$204K -4,265 Closed
BPC
123
Banque Pictet & Cie
Switzerland
-$201K -4,200 Closed
AC
124
AlphaCore Capital
California
-$15.7K -328 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
-$4.78K -100 Closed

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.