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JPMorgan USD Emerging Markets Sovereign Bond ETF

50 hedge funds and large institutions have $591M invested in JPMorgan USD Emerging Markets Sovereign Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 7

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4950 (+1)

1% more capital invested

Capital invested by funds: $583M → $591M (+$7.85M)

0.33% more ownership

Funds ownership: 96.71%97.05% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
32
Reduced
7
Closed
6
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
$439M -$81.2M -2,045,600 -16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$44M +$17.1M +431,907 +66%
RIG
3
RiverFront Investment Group
Virginia
$38M +$17.9M +450,855 +93%
RJA
4
Raymond James & Associates
Florida
$16M +$7.08M +178,507 +83%
LPL Financial
5
LPL Financial
California
$9.4M +$6.46M +162,899 +238%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.24M +$3.72M +93,846 +86%
CIM
7
Cambria Investment Management
California
$5.08M +$8.1K +204 +0.2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.92M +$2.21M +55,672 +85%
GM
9
GeoWealth Management
Illinois
$4.47M +$3.28M +82,759 +303%
LWMI
10
Landmark Wealth Management (Illinois)
Illinois
$3.24M +$103K +2,603 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.12M +$2.07M +52,164 New
Stifel Financial
12
Stifel Financial
Missouri
$1.64M +$761K +19,172 +90%
Truist Financial
13
Truist Financial
North Carolina
$1.61M +$432K +10,877 +38%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.46M +$936K +23,597 +191%
EH
15
Equitable Holdings
New York
$1.33M +$41.2K +1,038 +3%
AWA
16
ARQ Wealth Advisors
Arizona
$1.28M +$109K +2,736 +9%
FTUS
17
Flow Traders U.S.
New York
$1.21M +$683K +17,207 +136%
Jane Street
18
Jane Street
New York
$979K -$444K -11,182 -32%
SPIA
19
Steward Partners Investment Advisory
New York
$659K -$7.3K -184 -1%
FFN
20
Focus Financial Network
Minnesota
$655K +$27.3K +687 +4%
SHJ
21
Sharkey, Howes & Javer
Colorado
$653K +$9.48K +239 +2%
PFA
22
Pure Financial Advisors
California
$584K -$8.37K -211 -1%
Bank of America
23
Bank of America
North Carolina
$562K +$34K +858 +7%
FFWA
24
Forthright Family Wealth Advisory
Texas
$517K +$518K +13,058 New
WS
25
Wedbush Securities
California
$460K +$216K +5,445 +93%

JPMB Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) for Q3 2024, worth a combined $591M — up 1.3% from $583M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPMB positions and 6 closed out — a net gain of 1 holder — while 32 added to existing stakes and 7 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $17.9M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, cutting an estimated $81.2M.

  • 50 institutional investors held JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $591M of JPMorgan USD Emerging Markets Sovereign Bond ETF stock for Q3 2024, up 1.3% quarter-over-quarter.
  • 7 funds opened new JPMorgan USD Emerging Markets Sovereign Bond ETF positions in Q3 2024 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF buyer in Q3 2024 was RiverFront Investment Group, an estimated $17.9M added.
  • The largest JPMorgan USD Emerging Markets Sovereign Bond ETF seller in Q3 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2024.