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JPMorgan Active Value ETF
JAVA
JAVA
137 hedge funds and large institutions have $868M invested in JPMorgan Active Value ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
440% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 5
94% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 35
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
29% more capital invested
Capital invested by funds: $673M → $868M (+$195M)
17% more funds holding
Funds holding: 117 → 137 (+20)
5.21% less ownership
Funds ownership: 85.91% → 80.71% (-5.2%)
Holders
137
Holders Change
+20
Holders Change %
+17.09%
% of All Funds
1.97%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
27
Increased
68
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SC
Steph & Co
Marinette,
Wisconsin
|
+$34.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$24.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$21M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.7M |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$11.8M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$38.6M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$2.05M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.44M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$944K |
| 5 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$903K |
