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JPMorgan International Bond Opportunities ETF

98 hedge funds and large institutions have $279M invested in JPMorgan International Bond Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $262M → $279M (+$17.4M)

2% more funds holding

Funds holding: 9698 (+2)

2.26% less ownership

Funds ownership: 78%75.74% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
49
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$22.6M +$18.3M +396,964 +395%
Bank of America
2
Bank of America
North Carolina
$19.7M +$794K +17,200 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$13.5M +$490K +10,615 +4%
AWC
4
Adamsbrown Wealth Consultants
Kansas
$12.9M +$1.01M +21,822 +8%
SB
5
Sunflower Bank
Texas
$12.2M +$19.3K +418 +0.2%
APP
6
Avantax Planning Partners
Iowa
$12M -$383K -8,293 -3%
CA
7
CGN Advisors
Kansas
$11.1M +$405K +8,782 +4%
HBT
8
Hills Bank & Trust
Iowa
$8.86M +$3.19M +69,133 +55%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.78M +$30.3K +657 +0.3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$8.23M -$13.1K -284 -0.2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$7.54M +$292K +6,332 +4%
PCIA
12
Prime Capital Investment Advisors
Kansas
$7.28M +$174K +3,777 +2%
VPP
13
Vertex Planning Partners
Illinois
$6.73M +$92.2K +1,999 +1%
CAC
14
Certified Advisory Corp
Florida
$6.71M +$3.61M +78,199 +113%
HP
15
Hyperion Partners
Pennsylvania
$6.52M +$227K +4,923 +4%
WCM
16
Windsor Capital Management
Arizona
$6.48M -$43.8K -950 -0.7%
KFP
17
KMG Fiduciary Partners
Ohio
$6.16M +$263K +5,705 +4%
LPL Financial
18
LPL Financial
California
$6.05M +$654K +14,176 +12%
PWA
19
Peterson Wealth Advisors
Utah
$5.93M -$35.1K -760 -0.6%
BFG
20
Bleakley Financial Group
New Jersey
$5.75M +$1.44M +31,273 +33%
SS
21
Simplicity Solutions
Minnesota
$5.75M +$1.44M +31,273 +33%
FWM
22
ForthRight Wealth Management
Georgia
$5.55M +$3.45M +74,685 +158%
HHGA
23
Halbert Hargrove Global Advisors
California
$5.2M +$801K +17,362 +18%
FWA
24
FSM Wealth Advisors
Ohio
$5.14M +$1.05M +22,799 +25%
TCFP
25
Treasure Coast Financial Planning
Florida
$4.94M +$22.2K +481 +0.4%