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JPMorgan International Bond Opportunities ETF

27 hedge funds and large institutions have $140M invested in JPMorgan International Bond Opportunities ETF in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

29% more funds holding

Funds holding: 2127 (+6)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $147M → $140M (-$6.83M)

53.35% less ownership

Funds ownership: 133.18%79.82% (-53%)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$92.8M +$198 +4 +0%
FI
2
Financial Insights
Washington
$8.64M +$8.83M +178,653 New
QA
3
Quantitative Advantage
Minnesota
$7.72M -$155K -3,140 -2%
Jane Street
4
Jane Street
New York
$5.76M -$5.23M -105,811 -46%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$4.97M -$2.46M -49,840 -32%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.36M -$1.6M -32,367 -26%
PWA
7
Peterson Wealth Advisors
Utah
$3.45M +$324K +6,552 +10%
DADC
8
D.A. Davidson & Co
Montana
$2.75M +$2.88M +58,240 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.74M +$1.81M +36,740 New
PAG
10
Private Advisor Group
New Jersey
$1.43M +$3.65K +74 +0.2%
AP
11
Advisors Preferred
Maryland
$1.43M +$463K +9,372 +45%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$897K -$104K -2,109 -10%
WCM
13
Windsor Capital Management
Arizona
$833K +$870K +17,616 New
LA
14
LexAurum Advisors
Kansas
$601K +$79.4K +1,608 +14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$561K +$586K +11,862 New
VF
16
Virtu Financial
New York
$516K +$539K +10,909 New
MWM
17
Mascoma Wealth Management
New Hampshire
$418K -$1.35M -27,295 -76%
APP
18
Avantax Planning Partners
Iowa
$316K +$311K +6,291 +1,597%
CA
19
Continuum Advisory
Idaho
$202K +$210K +4,261 New
Bank of America
20
Bank of America
North Carolina
$197K -$2.95M -59,642 -93%
M
21
MOTCO
Texas
$145K +$494 +10 +0.3%
Deutsche Bank
22
Deutsche Bank
Germany
$59K +$62.3K +1,262 New
UBS Group
23
UBS Group
Switzerland
$51K +$49.2K +995 +1,259%
GRP
24
Global Retirement Partners
California
$27K
Citigroup
25
Citigroup
New York
$6K

JPIB Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q4 2018, worth a combined $140M — down 4.7% from $147M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPIB positions and 4 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $2.88M. The largest seller was Jane Street, cutting an estimated $5.23M.

  • 27 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q4 2018, up from 21 in Q3 2018.
  • Funds reported $140M of JPMorgan International Bond Opportunities ETF stock for Q4 2018, down 4.7% quarter-over-quarter.
  • 10 funds opened new JPMorgan International Bond Opportunities ETF positions in Q4 2018 and 4 closed out, a net change of +6 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q4 2018 was D.A. Davidson & Co, an estimated $2.88M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q4 2018 was Jane Street, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2018.