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JPMorgan ActiveBuilders Emerging Markets Equity ETF

55 hedge funds and large institutions have $890M invested in JPMorgan ActiveBuilders Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

31% more funds holding

Funds holding: 4255 (+13)

1.21% less ownership

Funds ownership: 97.36%96.15% (-1.2%)

9% less capital invested

Capital invested by funds: $976M → $890M (-$85.6M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
14
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$755M -$72.2M -1,989,807 -8%
Morgan Stanley
2
Morgan Stanley
New York
$20M +$6.01M +165,759 +40%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$15M -$209K -5,757 -1%
FTUS
4
Flow Traders U.S.
New York
$13.6M +$11.4M +315,131 +404%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.6M +$13.3M +365,890 New
PCA
6
Pallas Capital Advisors
Massachusetts
$10.3M +$465K +12,817 +4%
VAS
7
Vestmark Advisory Solutions
Massachusetts
$9.86M +$2.15M +59,348 +26%
LPL Financial
8
LPL Financial
California
$6.45M +$291K +8,019 +4%
SWP
9
Stratos Wealth Partners
Ohio
$5.38M +$197K +5,430 +4%
DWP
10
Daymark Wealth Partners
Ohio
$5.3M -$99.3K -2,739 -2%
Jane Street
11
Jane Street
New York
$4.41M -$8.97M -247,236 -66%
CAM
12
Cobblestone Asset Management
Virginia
$2.95M +$3.1M +85,436 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$2.74M +$2.4M +66,173 New
Lido Advisors
14
Lido Advisors
California
$2.6M +$2.73M +75,273 New
OMC
15
Old Mission Capital
Illinois
$2.5M +$2.26M +62,418 +630%
SI
16
Stephens Inc
Arkansas
$2.12M
GM
17
GeoWealth Management
Illinois
$1.8M -$1.39M -38,361 -42%
SHA
18
Seneca House Advisors
Virginia
$1.68M +$264K +7,273 +18%
AFP
19
Alpha Financial Partners
Kentucky
$1.58M +$495K +13,648 +42%
VWA
20
Visionary Wealth Advisors
Illinois
$1.54M +$198K +5,458 +14%
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
$1.43M +$114K +3,151 +8%
Citadel Advisors
22
Citadel Advisors
Florida
$1.43M +$1.5M +41,311 New
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$1.36M -$388K -10,695 -21%
CW
24
CreativeOne Wealth
Kansas
$1.29M -$664K -18,297 -33%
TGAM
25
TBH Global Asset Management
Tennessee
$915K +$961K +26,495 New

JEMA Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) for Q3 2023, worth a combined $890M — down 8.8% from $976M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JEMA positions and 4 closed out — a net gain of 13 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $13.3M. The largest seller was JP Morgan Chase, cutting an estimated $72.2M.

  • 55 institutional investors held JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) as of Q3 2023, up from 42 in Q2 2023.
  • Funds reported $890M of JPMorgan ActiveBuilders Emerging Markets Equity ETF stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 17 funds opened new JPMorgan ActiveBuilders Emerging Markets Equity ETF positions in Q3 2023 and 4 closed out, a net change of +13 holders.
  • The largest JPMorgan ActiveBuilders Emerging Markets Equity ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $13.3M added.
  • The largest JPMorgan ActiveBuilders Emerging Markets Equity ETF seller in Q3 2023 was JP Morgan Chase, an estimated $72.2M sold.

Based on aggregated 13F filings for Q3 2023.