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JPMorgan International Bond Opportunities ETF
JPIB

85 hedge funds and large institutions have $211M invested in JPMorgan International Bond Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 87 → 85 (-2)

12.02% less ownership

Funds ownership: 84.16% → 72.13% (-12%)

17% less capital invested

Capital invested by funds: $256M → $211M (-$44.6M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.35%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
31
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$5.43M
2
GAG
Goodman Advisory Group
Massachusetts
+$5.21M
3
SS
Simplicity Solutions
Minnesota
+$4.24M
4
TCFP
Treasure Coast Financial Planning
Florida
+$3.46M
5
LPL Financial
LPL Financial
California
+$2.87M

Top Sellers

1
Jane Street
Jane Street
New York
-$61.8M
2
PCIA
Prime Capital Investment Advisors
Kansas
-$7.31M
3
CA
CGN Advisors
Kansas
-$3.91M
4
FIM
Freedom Investment Management
Connecticut
-$2.3M
5
SB
Sunflower Bank
Texas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.7M +$56.1K +1,192 +0.3%
SB
2
Sunflower Bank
Texas
$13.4M -$1.21M -25,804 -8%
APP
3
Avantax Planning Partners
Iowa
$13.4M -$246K -5,227 -2%
HighTower Advisors
4
HighTower Advisors
Illinois
$12M +$5.43M +115,387 +84%
AWC
5
Adamsbrown Wealth Consultants
Kansas
$10.5M +$708K +15,063 +7%
CA
6
CGN Advisors
Kansas
$10.2M -$3.91M -83,079 -28%
MML Investors Services
7
MML Investors Services
Massachusetts
$9.15M -$283K -6,008 -3%
QA
8
Quantitative Advantage
Minnesota
$7.35M +$42.7K +907 +0.6%
PWA
9
Peterson Wealth Advisors
Utah
$7.04M -$272K -5,787 -4%
WCM
10
Windsor Capital Management
Arizona
$6.8M -$101K -2,139 -1%
HP
11
Hyperion Partners
Pennsylvania
$6.31M +$126K +2,688 +2%
KFP
12
KMG Fiduciary Partners
Ohio
$5.62M +$287K +6,104 +5%
LPL Financial
13
LPL Financial
California
$5.47M +$2.87M +61,007 +112%
GAG
14
Goodman Advisory Group
Massachusetts
$5.25M +$5.21M +110,843 New
HBT
15
Hills Bank & Trust
Iowa
$4.65M +$58K +1,233 +1%
FMP
16
Financial Management Professionals
Texas
$4.53M +$295K +6,279 +7%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4.42M +$726K +15,429 +20%
BFG
18
Bleakley Financial Group
New Jersey
$4.27M +$155K +3,299 +4%
SS
19
Simplicity Solutions
Minnesota
$4.27M +$4.24M +90,060 New
VPP
20
Vertex Planning Partners
Illinois
$4.13M +$302K +6,419 +8%
FIM
21
Freedom Investment Management
Connecticut
$3.71M -$2.3M -48,821 -38%
TCFP
22
Treasure Coast Financial Planning
Florida
$3.49M +$3.46M +73,609 New
HHGA
23
Halbert Hargrove Global Advisors
California
$3.29M +$98.7K +2,099 +3%
SI
24
Saxon Interests
Texas
$3.28M +$17K +362 +0.5%
OIA
25
OneDigital Investment Advisors
Kansas
$3.26M -$513K -10,909 -14%
1
2 3 4

JPIB Hedge Fund Activity: Q1 2023 in Review

85 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2023, worth a combined $211M — down 17% from $256M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPIB and 12 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 31 added.

The largest buyer was HighTower Advisors, adding an estimated $5.43M. The largest seller was Jane Street, cutting an estimated $61.8M.

  • 85 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2023, down from 87 in Q4 2022.
  • Funds reported $211M of JPMorgan International Bond Opportunities ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 12 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2023 and 13 closed out, a net change of -1 holder.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2023 was HighTower Advisors, an estimated $5.43M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2023 was Jane Street, an estimated $61.8M sold.

Based on aggregated 13F filings for Q1 2023.