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JPMorgan International Bond Opportunities ETF

113 hedge funds and large institutions have $369M invested in JPMorgan International Bond Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more capital invested

Capital invested by funds: $357M → $369M (+$11.8M)

4.57% less ownership

Funds ownership: 78.86%74.29% (-4.6%)

5% less funds holding

Funds holding: 119113 (-6)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.62%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
8
Increased
63
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1
Avantax Planning Partners
Iowa
$23.5M +$8.66M +180,433 +60%
Bank of America
2
Bank of America
North Carolina
$22.1M -$30K -626 -0.1%
AWC
3
Adamsbrown Wealth Consultants
Kansas
$16.6M +$912K +19,016 +6%
MC
4
McCarthy & Cox
Ohio
$16M +$4.41M +91,883 +39%
FWM
5
ForthRight Wealth Management
Georgia
$13.8M +$4.22M +88,043 +45%
CA
6
CGN Advisors
Kansas
$13.6M +$1.4M +29,194 +12%
KFP
7
KMG Fiduciary Partners
Ohio
$13.6M +$2.6M +54,102 +24%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.4M +$497K +10,358 +4%
FWA
9
FSM Wealth Advisors
Ohio
$13.2M +$2.01M +41,932 +18%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.3M +$1.02M +21,163 +9%
HBT
11
Hills Bank & Trust
Iowa
$10.9M +$272K +5,680 +3%
CAC
12
Certified Advisory Corp
Florida
$9.19M +$763K +15,906 +9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.9M -$55.4K -1,154 -0.6%
APW
14
Acima Private Wealth
Virginia
$8.86M -$938K -19,556 -10%
HP
15
Hyperion Partners
Pennsylvania
$8.16M +$308K +6,418 +4%
PCIA
16
Prime Capital Investment Advisors
Kansas
$7.79M +$46K +958 +0.6%
PWA
17
Peterson Wealth Advisors
Utah
$7.72M +$457K +9,523 +6%
Morgan Stanley
18
Morgan Stanley
New York
$7.5M +$1.46M +30,427 +25%
LPL Financial
19
LPL Financial
California
$7.37M +$248K +5,164 +4%
WCM
20
Windsor Capital Management
Arizona
$7.15M +$65.1K +1,357 +0.9%
BFG
21
Bleakley Financial Group
New Jersey
$6.44M -$362K -7,548 -5%
IP
22
Ignite Planners
California
$6.38M +$1.06M +22,077 +20%
TCFP
23
Treasure Coast Financial Planning
Florida
$5.94M +$168K +3,493 +3%
HHGA
24
Halbert Hargrove Global Advisors
California
$5.84M +$173K +3,608 +3%
AAS
25
Avantax Advisory Services
Texas
$5.74M +$2.38M +49,711 +73%