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JPMorgan International Bond Opportunities ETF

49 hedge funds and large institutions have $114M invested in JPMorgan International Bond Opportunities ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $101M → $114M (+$12.2M)

7% more funds holding

Funds holding: 4649 (+3)

0.78% more ownership

Funds ownership: 67.38%68.16% (+0.78%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
9
Increased
22
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1
SPC Financial Inc
Maryland
$12.7M +$1.5M +29,691 +13%
SB
2
Sunflower Bank
Texas
$12.7M +$2.62M +51,731 +26%
PAG
3
Private Advisor Group
New Jersey
$11M +$516K +10,203 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.5M +$517K +10,218 +5%
FI
5
Financial Insights
Washington
$9.13M +$6.62M +130,933 +260%
WCM
6
Windsor Capital Management
Arizona
$7.51M +$129K +2,556 +2%
22CM
7
20/20 Capital Management
California
$6.85M +$172K +3,396 +3%
QA
8
Quantitative Advantage
Minnesota
$5.98M +$356K +7,046 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.16M -$504K -9,964 -9%
PWA
10
Peterson Wealth Advisors
Utah
$5.16M +$87.8K +1,736 +2%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$4.77M +$289K +5,714 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$3.6M +$3.62M +71,513 New
SRSA
13
S.R. Schill & Associates
Washington
$2.89M -$1.44M -28,456 -33%
ACM
14
AlphaStar Capital Management
North Carolina
$1.75M +$1.75M +34,556 New
LA
15
LexAurum Advisors
Kansas
$1.63M +$408K +8,074 +33%
FWM
16
Foresight Wealth Management
Utah
$1.51M -$421K -8,314 -22%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.47M +$82.5K +1,630 +6%
Bank of America
18
Bank of America
North Carolina
$1.07M -$1.6M -31,576 -60%
MA
19
Mutual Advisors
Nebraska
$846K +$111K +2,191 +15%
Jane Street
20
Jane Street
New York
$757K +$761K +15,035 New
SWP
21
Summit Wealth Partners
Florida
$587K -$6.39M -126,235 -92%
CFG
22
Cooper Financial Group
California
$508K +$180K +3,556 +54%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$466K -$26.8K -530 -5%
APP
24
Avantax Planning Partners
Iowa
$455K +$44.5K +879 +11%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$437K

JPIB Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q3 2020, worth a combined $114M — up 12% from $101M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPIB positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Financial Insights, adding an estimated $6.62M. The largest seller was Summit Wealth Partners, cutting an estimated $6.39M.

  • 49 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $114M of JPMorgan International Bond Opportunities ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 9 funds opened new JPMorgan International Bond Opportunities ETF positions in Q3 2020 and 6 closed out, a net change of +3 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q3 2020 was Financial Insights, an estimated $6.62M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q3 2020 was Summit Wealth Partners, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2020.