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JPMorgan USD Emerging Markets Sovereign Bond ETF

42 hedge funds and large institutions have $655M invested in JPMorgan USD Emerging Markets Sovereign Bond ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

68% more funds holding

Funds holding: 2542 (+17)

10% more capital invested

Capital invested by funds: $593M → $655M (+$61.9M)

0.93% more ownership

Funds ownership: 96.65%97.57% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+17
Holders Change %
+68%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
11
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$135K +$134K +3,433 New
Osaic Holdings
27
Osaic Holdings
Arizona
$83.4K +$52.8K +1,352 +175%
MG
28
Mather Group
Illinois
$34.6K +$33.8K +867 New
APC
29
Aspire Private Capital
North Carolina
$33.5K
TPCW
30
TD Private Client Wealth
New York
$14.9K +$14.8K +380 New
FGAM
31
Financial Gravity Asset Management
Texas
$13.7K +$13.6K +348 New
BCWM
32
Bartlett & Co Wealth Management
Ohio
$8.84K
Wells Fargo
33
Wells Fargo
California
$7.13K +$7.1K +182 New
EWA
34
EverSource Wealth Advisors
Alabama
$5.52K +$5.66K +145 New
Morgan Stanley
35
Morgan Stanley
New York
$3.91K -$3.86K -99 -50%
CWC
36
Carolinas Wealth Consulting
North Carolina
$3.22K +$3.2K +82 New
SWM
37
Spire Wealth Management
Virginia
$3.22K +$3.2K +82 New
SS
38
Sunbelt Securities
Texas
$3.18K
S
39
SignatureFD
Georgia
$2.47K +$2.46K +63 New
US Bancorp
40
US Bancorp
Minnesota
$2.24K +$2.23K +57 New
FFA
41
Frazier Financial Advisors
Ohio
$1.12K -$937 -24 -46%
PS
42
Principal Securities
Iowa
$196
BWM
43
BKM Wealth Management
Wisconsin
-$71.4K -1,791 Closed
UBS Group
44
UBS Group
Switzerland
-$11.8K -295 Closed
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
-$6.58K -165 Closed
ASN
46
Advisory Services Network
Georgia
-$3.11K -78 Closed

JPMB Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) for Q1 2024, worth a combined $655M — up 10% from $593M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPMB positions and 4 closed out — a net gain of 18 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $24.7M. The largest seller was Flow Traders U.S., cutting an estimated $4.79M.

  • 42 institutional investors held JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $655M of JPMorgan USD Emerging Markets Sovereign Bond ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 22 funds opened new JPMorgan USD Emerging Markets Sovereign Bond ETF positions in Q1 2024 and 4 closed out, a net change of +18 holders.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $24.7M added.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $4.79M sold.

Based on aggregated 13F filings for Q1 2024.