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JPMorgan International Bond Opportunities ETF

116 hedge funds and large institutions have $345M invested in JPMorgan International Bond Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

19% more capital invested

Capital invested by funds: $290M → $345M (+$55.4M)

6.59% more ownership

Funds ownership: 74.91%81.5% (+6.6%)

6% more funds holding

Funds holding: 109116 (+7)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
20
Increased
55
Reduced
29
Closed
10
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
$20.9M +$1.19M +25,101 +6%
AWC
2
Adamsbrown Wealth Consultants
Kansas
$14.8M +$590K +12,413 +4%
APW
3
Acima Private Wealth
Virginia
$13M +$13M +273,556 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.9M +$1.08M +22,739 +9%
SB
5
Sunflower Bank
Texas
$12.5M +$296K +6,235 +2%
MC
6
McCarthy & Cox
Ohio
$12M +$12M +252,245 New
APP
7
Avantax Planning Partners
Iowa
$11.2M -$718K -15,105 -6%
CA
8
CGN Advisors
Kansas
$10.9M -$702K -14,771 -6%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.7M +$97.8K +2,056 +0.9%
KFP
10
KMG Fiduciary Partners
Ohio
$10.4M +$3.69M +77,678 +55%
HBT
11
Hills Bank & Trust
Iowa
$9.97M +$51.7K +1,087 +0.5%
FWA
12
FSM Wealth Advisors
Ohio
$9.46M +$2.26M +47,458 +31%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.92M +$435K +9,152 +5%
PCIA
14
Prime Capital Investment Advisors
Kansas
$7.76M +$380K +7,990 +5%
CAC
15
Certified Advisory Corp
Florida
$7.59M +$167K +3,504 +2%
HP
16
Hyperion Partners
Pennsylvania
$7.28M +$315K +6,628 +5%
LPL Financial
17
LPL Financial
California
$7.14M +$375K +7,890 +6%
FWM
18
ForthRight Wealth Management
Georgia
$7.08M +$689K +14,495 +11%
WCM
19
Windsor Capital Management
Arizona
$6.77M -$6.09K -128 -0.1%
BFG
20
Bleakley Financial Group
New Jersey
$6.38M +$342K +7,190 +6%
SW
21
Simplicity Wealth
New Jersey
$6.38M +$6.37M +134,041 New
PWA
22
Peterson Wealth Advisors
Utah
$6.37M +$197K +4,139 +3%
Morgan Stanley
23
Morgan Stanley
New York
$5.79M +$2.05M +43,064 +55%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$5.65M -$1.71M -36,004 -23%
HHGA
25
Halbert Hargrove Global Advisors
California
$5.63M +$49K +1,031 +0.9%

JPIB Hedge Fund Activity: Q1 2024 in Review

116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Bond Opportunities ETF (JPIB) for Q1 2024, worth a combined $345M — up 19% from $290M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPIB positions and 10 closed out — a net gain of 10 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Acima Private Wealth, opening a new position worth an estimated $13M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.09M.

  • 116 institutional investors held JPMorgan International Bond Opportunities ETF (JPIB) as of Q1 2024, up from 109 in Q4 2023.
  • Funds reported $345M of JPMorgan International Bond Opportunities ETF stock for Q1 2024, up 19% quarter-over-quarter.
  • 20 funds opened new JPMorgan International Bond Opportunities ETF positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest JPMorgan International Bond Opportunities ETF buyer in Q1 2024 was Acima Private Wealth, an estimated $13M added.
  • The largest JPMorgan International Bond Opportunities ETF seller in Q1 2024 was Thrivent Financial for Lutherans, an estimated $6.09M sold.

Based on aggregated 13F filings for Q1 2024.