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JPMorgan Nasdaq Equity Premium Income ETF

90 hedge funds and large institutions have $240M invested in JPMorgan Nasdaq Equity Premium Income ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 3

2,000% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 1

258% more capital invested

Capital invested by funds: $67M → $240M (+$173M)

233% more funds holding

Funds holding: 2790 (+63)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

25.63% less ownership

Funds ownership: 83.78%58.15% (-26%)

Holders
90
Holders Change
+63
Holders Change %
+233.33%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
66
Increased
21
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$41.1M +$44.8M +957,034 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.2M +$28.8M +614,712 +242%
RCM
3
Requisite Capital Management
Texas
$17M +$19.1M +408,457 New
RJA
4
Raymond James & Associates
Florida
$13.9M +$15.6M +332,653 New
Osaic Holdings
5
Osaic Holdings
Arizona
$11.8M +$12.4M +265,320 +1,571%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.78M +$11M +234,723 New
DAM
7
Derbend Asset Management
Georgia
$7.83M +$912K +19,472 +12%
Jane Street
8
Jane Street
New York
$7.74M +$4.07M +86,848 +88%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$7.32M +$8.22M +175,612 New
SFG
10
Socha Financial Group
New York
$6.9M +$7.75M +165,639 New
CA
11
Cornerstone Advisory
Maryland
$6.76M +$7.37M +157,376 +3,240%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.6M +$6.3M +134,545 New
EIP
13
Ellis Investment Partners
Pennsylvania
$4.34M +$1.5M +31,976 +44%
CSPAM
14
Cary Street Partners Asset Management
Virginia
$4.22M +$515K +10,996 +12%
Truist Financial
15
Truist Financial
North Carolina
$3.69M +$4.15M +88,670 New
WHG
16
Westwood Holdings Group
Texas
$3.37M +$3.78M +80,782 New
MFP
17
Meridian Financial Partners
Virginia
$3.11M +$88.9K +1,898 +3%
Renaissance Technologies
18
Renaissance Technologies
New York
$2.94M +$3.31M +70,700 New
UBS Group
19
UBS Group
Switzerland
$2.69M +$3.02M +64,581 New
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$2.69M +$1.19M +25,442 +65%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.58M +$1.96M +41,934 +211%
ARG
22
Advisory Resource Group
Oklahoma
$2.43M +$2.73M +58,371 New
CCA
23
Childress Capital Advisors
Texas
$2.24M +$2.51M +53,718 New
HC
24
Hourglass Capital
Texas
$2.08M +$468K +10,000 +25%
Stifel Financial
25
Stifel Financial
Missouri
$2.05M +$2.3M +49,204 New