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JPMorgan International Bond Opportunities ETF

109 hedge funds and large institutions have $290M invested in JPMorgan International Bond Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

11% more funds holding

Funds holding: 98109 (+11)

4% more capital invested

Capital invested by funds: $279M → $290M (+$10.9M)

0.83% less ownership

Funds ownership: 75.74%74.91% (-0.83%)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
45
Reduced
36
Closed
9
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
$19.8M -$941K -20,421 -5%
AWC
2
Adamsbrown Wealth Consultants
Kansas
$14.3M +$767K +16,649 +6%
SB
3
Sunflower Bank
Texas
$12.3M -$505K -10,955 -4%
APP
4
Avantax Planning Partners
Iowa
$12M -$666K -14,454 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.9M +$10.7M +233,037 +1,455%
CA
6
CGN Advisors
Kansas
$11.7M +$1.61K +35 +0%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$11.1M -$12.2M -264,264 -53%
HighTower Advisors
8
HighTower Advisors
Illinois
$10.6M -$3.37M -73,205 -25%
HBT
9
Hills Bank & Trust
Iowa
$9.95M +$619K +13,430 +7%
MML Investors Services
10
MML Investors Services
Massachusetts
$9.39M +$160K +3,465 +2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$8.52M -$122K -2,640 -1%
CAC
12
Certified Advisory Corp
Florida
$7.45M +$389K +8,446 +6%
PCIA
13
Prime Capital Investment Advisors
Kansas
$7.4M -$238K -5,158 -3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$7.39M -$511K -11,086 -7%
FWA
15
FSM Wealth Advisors
Ohio
$7.22M +$1.75M +38,058 +34%
HP
16
Hyperion Partners
Pennsylvania
$6.99M +$133K +2,897 +2%
WCM
17
Windsor Capital Management
Arizona
$6.8M -$16.7K -362 -0.3%
LPL Financial
18
LPL Financial
California
$6.79M +$423K +9,179 +7%
KFP
19
KMG Fiduciary Partners
Ohio
$6.7M +$219K +4,762 +4%
FWM
20
ForthRight Wealth Management
Georgia
$6.41M +$560K +12,152 +10%
PWA
21
Peterson Wealth Advisors
Utah
$6.19M -$31.6K -686 -0.5%
SS
22
Simplicity Solutions
Minnesota
$6.06M +$19.5K +424 +0.3%
BFG
23
Bleakley Financial Group
New Jersey
$6.06M +$18.2K +394 +0.3%
HHGA
24
Halbert Hargrove Global Advisors
California
$5.6M +$135K +2,935 +3%
TCFP
25
Treasure Coast Financial Planning
Florida
$5.21M +$17.7K +384 +0.4%

JPIB Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q4 2023, worth a combined $290M — up 3.9% from $279M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JPIB positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $10.7M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $12.2M.

  • 109 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $290M of JPMorgan International Bond Opportunities ETF stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 23 funds opened new JPMorgan International Bond Opportunities ETF positions in Q4 2023 and 9 closed out, a net change of +14 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $10.7M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2023.