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JPMorgan International Bond Opportunities ETF

42 hedge funds and large institutions have $125M invested in JPMorgan International Bond Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 4042 (+2)

3.11% less ownership

Funds ownership: 76.49%73.38% (-3.1%)

16% less capital invested

Capital invested by funds: $149M → $125M (-$23.6M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
9
Increased
21
Reduced
7
Closed
6
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
$25.4M -$35M -685,840 -57%
QA
2
Quantitative Advantage
Minnesota
$9.87M +$704K +13,818 +8%
FI
3
Financial Insights
Washington
$9.12M -$45.2K -887 -0.5%
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$8.65M -$493K -9,675 -5%
HighTower Advisors
5
HighTower Advisors
Illinois
$8.3M +$530K +10,405 +7%
SFI
6
SPC Financial Inc
Maryland
$7.65M +$6.37M +124,917 +446%
CCFM
7
Clear Creek Financial Management
Washington
$7.26M -$1.59M -31,253 -18%
SWP
8
Summit Wealth Partners
Florida
$7.01M +$7.15M +140,211 New
PAG
9
Private Advisor Group
New Jersey
$6.69M +$1.31M +25,773 +24%
WCM
10
Windsor Capital Management
Arizona
$6.66M +$498K +9,762 +8%
Jane Street
11
Jane Street
New York
$4.82M -$6.42M -126,037 -57%
PWA
12
Peterson Wealth Advisors
Utah
$4.52M +$179K +3,504 +4%
22CM
13
20/20 Capital Management
California
$3.49M +$3.52M +69,155 New
AP
14
Advisors Preferred
Maryland
$2.02M +$498K +9,768 +32%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.02M +$242K +4,756 +13%
LWPC
16
Legacy Wealth Partners (California)
California
$1.81M +$1.83M +35,888 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.57M +$172K +3,381 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.49M +$114K +2,241 +8%
FWM
19
Foresight Wealth Management
Utah
$1.39M +$781K +15,322 +124%
LA
20
LexAurum Advisors
Kansas
$1.05M +$362K +7,111 +51%
Bank of America
21
Bank of America
North Carolina
$713K +$586K +11,504 +419%
VF
22
Virtu Financial
New York
$461K -$1.39M -27,237 -75%
MA
23
Mutual Advisors
Nebraska
$447K +$456K +8,944 New
APP
24
Avantax Planning Partners
Iowa
$387K +$17.7K +347 +5%
Truist Financial
25
Truist Financial
North Carolina
$330K +$336K +6,593 New