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JPMorgan International Bond Opportunities ETF

46 hedge funds and large institutions have $101M invested in JPMorgan International Bond Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more funds holding

Funds holding: 4046 (+6)

9% more capital invested

Capital invested by funds: $92.8M → $101M (+$8.61M)

1.9% more ownership

Funds ownership: 65.48%67.38% (+1.9%)

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
13
Increased
21
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1
SPC Financial Inc
Maryland
$11M +$64.9K +1,346 +0.6%
PAG
2
Private Advisor Group
New Jersey
$10.4M +$971K +20,132 +11%
SB
3
Sunflower Bank
Texas
$9.93M +$9.64M +199,872 New
HighTower Advisors
4
HighTower Advisors
Illinois
$9.87M +$602K +12,496 +7%
WCM
5
Windsor Capital Management
Arizona
$7.29M +$568K +11,791 +9%
SWP
6
Summit Wealth Partners
Florida
$6.85M -$364K -7,551 -5%
22CM
7
20/20 Capital Management
California
$6.75M +$3.07M +63,575 +92%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.59M +$4.71M +97,665 +659%
QA
9
Quantitative Advantage
Minnesota
$5.55M +$199K +4,121 +4%
PWA
10
Peterson Wealth Advisors
Utah
$5M +$61.9K +1,283 +1%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$4.43M +$4.3M +89,109 New
SRSA
12
S.R. Schill & Associates
Washington
$4.27M +$4.14M +85,888 New
Bank of America
13
Bank of America
North Carolina
$2.62M +$1.25M +25,889 +96%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$2.09M +$2.03M +42,088 New
FWM
15
Foresight Wealth Management
Utah
$1.9M +$351K +7,270 +23%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.37M -$254K -5,262 -16%
LA
17
LexAurum Advisors
Kansas
$1.21M -$129K -2,675 -10%
MA
18
Mutual Advisors
Nebraska
$726K +$335K +6,943 +91%
REMPR
19
Roof Eidam Maycock Peralta (REMP)
California
$507K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$486K +$472K +9,788 New
APP
21
Avantax Planning Partners
Iowa
$405K +$20.1K +417 +5%
CFG
22
Cooper Financial Group
California
$325K +$315K +6,539 New
BFA
23
Beaumont Financial Advisors
Massachusetts
$307K +$3.18K +66 +1%
BCI
24
Brinker Capital Investments
Pennsylvania
$300K +$291K +6,031 New
Truist Financial
25
Truist Financial
North Carolina
$297K -$181K -3,747 -39%