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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
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$561M +$222K +5,700 +0%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.8M +$24.7M +632,011 New
RIG
3
RiverFront Investment Group
Virginia
$16.9M +$16.8M +430,469 New
RJA
4
Raymond James & Associates
Florida
$8.09M +$8.04M +206,075 New
Jane Street
5
Jane Street
New York
$7.42M +$7.37M +188,892 New
CIM
6
Cambria Investment Management
California
$4.86M +$4.85M +124,364 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.52M +$4.47M +114,553 +28,215%
GM
8
GeoWealth Management
Illinois
$3.8M +$275K +7,039 +8%
MCWS
9
McKinley Carter Wealth Services
West Virginia
$3.64M +$227K +5,828 +7%
H
10
HoyleCohen
California
$3.61M -$827K -21,177 -19%
LPL Financial
11
LPL Financial
California
$2.92M +$900K +23,048 +45%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.75M +$2.73M +70,052 New
FTUS
13
Flow Traders U.S.
New York
$2.3M -$4.79M -122,673 -68%
EH
14
Equitable Holdings
New York
$1.69M +$775K +19,864 +86%
Truist Financial
15
Truist Financial
North Carolina
$1.1M +$1.1M +28,109 New
AWA
16
ARQ Wealth Advisors
Arizona
$1.02M +$1.01M +25,949 New
Stifel Financial
17
Stifel Financial
Missouri
$854K +$849K +21,748 New
SHJ
18
Sharkey, Howes & Javer
Colorado
$701K +$475K +12,180 +215%
SPIA
19
Steward Partners Investment Advisory
New York
$610K -$1.83K -47 -0.3%
FFN
20
Focus Financial Network
Minnesota
$575K +$22.6K +580 +4%
PFA
21
Pure Financial Advisors
California
$566K +$9.6K +246 +2%
PFS
22
Prospera Financial Services
Texas
$426K +$424K +10,855 New
Bank of America
23
Bank of America
North Carolina
$389K +$122K +3,116 +46%
WS
24
Wedbush Securities
California
$234K +$232K +5,954 New
JP Morgan Chase
25
JP Morgan Chase
New York
$180K +$179K +4,581 New

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.