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JPMorgan International Bond Opportunities ETF

125 hedge funds and large institutions have $3.84B invested in JPMorgan International Bond Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

940% more capital invested

Capital invested by funds: $369M → $3.84B (+$3.47B)

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

11% more funds holding

Funds holding: 113125 (+12)

2.66% more ownership

Funds ownership: 74.29%76.95% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.65%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
56
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.44B -$88.9K -1,858 -2%
APP
2
Avantax Planning Partners
Iowa
$28.6M +$5.85M +122,239 +25%
Bank of America
3
Bank of America
North Carolina
$22.3M +$803K +16,784 +4%
MC
4
McCarthy & Cox
Ohio
$17M +$1.53M +31,940 +10%
FWA
5
FSM Wealth Advisors
Ohio
$15.6M +$2.76M +57,749 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$14.5M +$14.6M +306,140 New
CA
7
CGN Advisors
Kansas
$14.4M +$1.26M +26,310 +9%
FWM
8
ForthRight Wealth Management
Georgia
$14M +$621K +12,989 +5%
KFP
9
KMG Fiduciary Partners
Ohio
$13.8M +$638K +13,332 +5%
HBT
10
Hills Bank & Trust
Iowa
$12.6M +$2.03M +42,373 +19%
HighTower Advisors
11
HighTower Advisors
Illinois
$12M +$142K +2,966 +1%
CAC
12
Certified Advisory Corp
Florida
$10.1M +$1.19M +24,790 +13%
APW
13
Acima Private Wealth
Virginia
$8.71M +$107K +2,227 +1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$8.55M -$91.6K -1,914 -1%
Morgan Stanley
15
Morgan Stanley
New York
$8.47M +$1.2M +25,127 +16%
LPL Financial
16
LPL Financial
California
$8.16M +$1.01M +21,207 +14%
MCM
17
MAI Capital Management
Ohio
$8.04M +$8.14M +170,075 New
AAS
18
Avantax Advisory Services
Texas
$8.03M +$2.48M +51,933 +44%
PWA
19
Peterson Wealth Advisors
Utah
$7.45M -$68.5K -1,432 -0.9%
PCIA
20
Prime Capital Investment Advisors
Kansas
$7.27M -$306K -6,399 -4%
WCM
21
Windsor Capital Management
Arizona
$6.88M -$64.2K -1,342 -0.9%
IP
22
Ignite Planners
California
$6.45M +$234K +4,894 +4%
BFG
23
Bleakley Financial Group
New Jersey
$6M -$260K -5,430 -4%
HHGA
24
Halbert Hargrove Global Advisors
California
$5.83M +$159K +3,333 +3%
TCFP
25
Treasure Coast Financial Planning
Florida
$5.5M -$279K -5,840 -5%