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JPMorgan International Bond Opportunities ETF

96 hedge funds and large institutions have $262M invested in JPMorgan International Bond Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

24% more capital invested

Capital invested by funds: $211M → $262M (+$50.7M)

13% more funds holding

Funds holding: 8596 (+11)

5.87% more ownership

Funds ownership: 72.13%78% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
96
Holders Change
+11
Holders Change %
+12.94%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
47
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.4M +$2.06M +43,740 +12%
HighTower Advisors
2
HighTower Advisors
Illinois
$13.3M +$1.51M +32,055 +13%
APP
3
Avantax Planning Partners
Iowa
$12.7M -$484K -10,292 -4%
SB
4
Sunflower Bank
Texas
$12.5M -$775K -16,462 -6%
AWC
5
Adamsbrown Wealth Consultants
Kansas
$12.2M +$1.82M +38,645 +17%
CA
6
CGN Advisors
Kansas
$11M +$917K +19,483 +9%
Jane Street
7
Jane Street
New York
$10.4M +$7.43M +157,806 +245%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.96M -$44.2K -939 -0.5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$8.44M +$8.52M +181,128 New
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$7.43M +$7.5M +159,424 New
PCIA
11
Prime Capital Investment Advisors
Kansas
$7.28M +$7.35M +156,275 New
VPP
12
Vertex Planning Partners
Illinois
$6.8M +$2.76M +58,694 +67%
WCM
13
Windsor Capital Management
Arizona
$6.69M +$800 +17 +0%
HP
14
Hyperion Partners
Pennsylvania
$6.45M +$247K +5,257 +4%
PWA
15
Peterson Wealth Advisors
Utah
$6.08M -$828K -17,585 -12%
KFP
16
KMG Fiduciary Partners
Ohio
$6.05M +$517K +10,981 +9%
HBT
17
Hills Bank & Trust
Iowa
$5.85M +$1.29M +27,513 +28%
LPL Financial
18
LPL Financial
California
$5.53M +$156K +3,308 +3%
TCFP
19
Treasure Coast Financial Planning
Florida
$5.04M +$1.62M +34,447 +47%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$4.68M +$335K +7,114 +8%
Goldman Sachs
21
Goldman Sachs
New York
$4.66M +$4.71M +100,000 New
HHGA
22
Halbert Hargrove Global Advisors
California
$4.52M +$1.29M +27,484 +40%
FMP
23
Financial Management Professionals
Texas
$4.49M +$30.9K +657 +0.7%
BFG
24
Bleakley Financial Group
New Jersey
$4.44M +$241K +5,124 +6%
SS
25
Simplicity Solutions
Minnesota
$4.44M +$241K +5,124 +6%