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JPMorgan International Bond Opportunities ETF

61 hedge funds and large institutions have $270M invested in JPMorgan International Bond Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

51% more capital invested

Capital invested by funds: $178M → $270M (+$91.8M)

13% more funds holding

Funds holding: 5461 (+7)

0.21% more ownership

Funds ownership: 68.56%68.78% (+0.21%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
1.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
9
Increased
29
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
Financial Insights
Washington
$79.9M -$1.26M -24,459 -14%
OIA
2
OneDigital Investment Advisors
Kansas
$64.4M +$9.5M +184,667 +17%
SB
3
Sunflower Bank
Texas
$18.7M +$1.73M +33,699 +10%
SFI
4
SPC Financial Inc
Maryland
$14.6M +$638K +12,401 +5%
HighTower Advisors
5
HighTower Advisors
Illinois
$13.7M +$1.67M +32,515 +14%
PAG
6
Private Advisor Group
New Jersey
$9.72M +$436K +8,471 +5%
22CM
7
20/20 Capital Management
California
$9.22M +$254K +4,943 +3%
WCM
8
Windsor Capital Management
Arizona
$9.07M +$413K +8,037 +5%
FMP
9
Financial Management Professionals
Texas
$6.84M +$2.52M +48,958 +58%
PWA
10
Peterson Wealth Advisors
Utah
$6.67M +$780K +15,160 +13%
QA
11
Quantitative Advantage
Minnesota
$4.22M -$275K -5,347 -6%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$3.26M
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$2.26M +$2.26M +43,865 New
CA
14
CGN Advisors
Kansas
$2.23M +$82K +1,595 +4%
ACM
15
AlphaStar Capital Management
North Carolina
$2.22M +$7.46K +145 +0.3%
LA
16
LexAurum Advisors
Kansas
$1.96M -$56.9K -1,106 -3%
Jane Street
17
Jane Street
New York
$1.8M +$1.15M +22,375 +177%
FTUS
18
Flow Traders U.S.
New York
$1.78M +$1.17M +22,768 +193%
FWM
19
Foresight Wealth Management
Utah
$1.66M +$23.7K +461 +1%
HHGA
20
Halbert Hargrove Global Advisors
California
$1.62M +$354K +6,888 +28%
FIM
21
Freedom Investment Management
Connecticut
$1.31M +$446K +8,679 +52%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.24M -$418K -8,131 -25%
PA
23
PFG Advisors
Arizona
$1.09M +$226K +4,394 +26%
GRP
24
Global Retirement Partners
California
$801K +$799K +15,537 New
EL
25
EQ LLC
Washington
$605K +$1.34K +26 +0.2%

JPIB Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q2 2021, worth a combined $270M — up 51% from $178M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPIB positions and 2 closed out — a net gain of 7 holders — while 29 added to existing stakes and 12 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $9.5M. The largest seller was S.R. Schill & Associates, cutting an estimated $3.03M.

  • 61 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $270M of JPMorgan International Bond Opportunities ETF stock for Q2 2021, up 51% quarter-over-quarter.
  • 9 funds opened new JPMorgan International Bond Opportunities ETF positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q2 2021 was OneDigital Investment Advisors, an estimated $9.5M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q2 2021 was S.R. Schill & Associates, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2021.