The unanimous buying by four asset managers, all making meaningful additions, signals a coordinated rotation into international value. Monitor Q4 2026 13F filings to see if this trend continues or reverses.
Executive Summary
Four asset managers increased their positions in JPMorgan International Value ETF during Q3 2026, with aggregate holdings rising by $9.3M to $25.7M. The buying is broad-based across advisors of varying sizes, suggesting a shared positive view on international value exposure.
Key Financial Metrics
Institutional Positions
Net institutional flow: $9.3M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +33.8% | $10.0M | $2.8M |
| Wealth Enhancement Advisory Services | ADD | +56.5% | $7.0M | $2.6M |
| Concurrent Investment Advisors | ADD | +70.4% | $7.9M | $3.4M |
| Davenport & Co | DOUBLED | +182.8% | $690.0K | $454.0K |
Key Facts
- 4 institutional buyers added a net $9.3M to JIVE positions in Q3 2026
- Total buyer holdings reached $25.7M, up from $16.4M
- No institutional sellers were detected in the cluster
- Davenport & Co doubled its position (+182.8%), the largest percentage increase
- Concurrent Investment Advisors added the most in dollar terms (+$3.4M)
Financial Impact
4 institutions accumulated $9.3M in new JIVE positions during Q3 2026, bringing total disclosed holdings to $25.7M
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- All buyers are asset managers, not hedge funds or activist investors — signal is moderate conviction, not transformative
- No insider buying corroboration available to strengthen the thesis
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-JIVE-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | Institutional Cluster | $94.39 $93.77 | ▼ −0.66% | ▼ −0.23% | — |
Aug 8, 2026 11w ago | Institutional Cluster | $96.76 $97.95 | ▲ +1.23% | ▲ +1.28% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers