JPMorgan U.S. Dividend ETF
JDIV
JDIV was delisted on the 6th of September, 2022.
25 hedge funds and large institutions have $22.3M invested in JPMorgan U.S. Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
44% more capital invested
Capital invested by funds: $15.5M → $22.3M (+$6.83M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
14% more funds holding
Funds holding: 22 → 25 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.68M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.85M |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$1.79M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$1.32M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$395K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$520K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$419K |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$255K |
| 4 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
-$179K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
5L
26
55I LLC
Boston,
Massachusetts
| – | -$255K | -7,268 | Closed |
|
|
MCC
27
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$105K | -2,987 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$32.6K | -965 | -99% |
|
|
T
29
TCWP
Beachwood,
Ohio
| – | -$4K | -142 | Closed |
|
JDIV Hedge Fund Activity: Q2 2022 in Review
25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan U.S. Dividend ETF (JDIV) for Q2 2022, worth a combined $22.3M — up 44% from $15.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JDIV positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.68M. The largest seller was Centaurus Financial, cutting an estimated $520K.
- 25 institutional investors held JPMorgan U.S. Dividend ETF (JDIV) as of Q2 2022, up from 22 in Q1 2022.
- Funds reported $22.3M of JPMorgan U.S. Dividend ETF stock for Q2 2022, up 44% quarter-over-quarter.
- 8 funds opened new JPMorgan U.S. Dividend ETF positions in Q2 2022 and 4 closed out, a net change of +4 holders.
- The largest JPMorgan U.S. Dividend ETF buyer in Q2 2022 was Jane Street, an estimated $5.68M added.
- The largest JPMorgan U.S. Dividend ETF seller in Q2 2022 was Centaurus Financial, an estimated $520K sold.
Based on aggregated 13F filings for Q2 2022.