JPMorgan U.S. Dividend ETF
JDIV
JDIV was delisted on the 6th of September, 2022.
12 hedge funds and large institutions have $23.2M invested in JPMorgan U.S. Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 7 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
20% less funds holding
Funds holding: 15 → 12 (-3)
33% less capital invested
Capital invested by funds: $34.6M → $23.2M (-$11.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$4.04M |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$798K |
| 3 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$282K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$278K |
| 5 |
Jane Street
New York
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$2.67M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.13M |
| 3 |
JP Morgan Chase
New York
|
-$758K |
| 4 |
MFG
Magnus Financial Group
New York
|
-$301K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$299K |
JDIV Hedge Fund Activity: Q1 2020 in Review
12 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan U.S. Dividend ETF (JDIV) for Q1 2020, worth a combined $23.2M — down 33% from $34.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JDIV and 6 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $4.04M. The largest seller was RPg Family Wealth Advisory, exiting entirely with an estimated $2.67M sold.
- 12 institutional investors held JPMorgan U.S. Dividend ETF (JDIV) as of Q1 2020, down from 15 in Q4 2019.
- Funds reported $23.2M of JPMorgan U.S. Dividend ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 6 funds opened new JPMorgan U.S. Dividend ETF positions in Q1 2020 and 7 closed out, a net change of -1 holder.
- The largest JPMorgan U.S. Dividend ETF buyer in Q1 2020 was Cardan Capital Partners, an estimated $4.04M added.
- The largest JPMorgan U.S. Dividend ETF seller in Q1 2020 was RPg Family Wealth Advisory, an estimated $2.67M sold.
Based on aggregated 13F filings for Q1 2020.