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JPMorgan Active Growth ETF
JGRO
JGRO
108 hedge funds and large institutions have $720M invested in JPMorgan Active Growth ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
640% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
135% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 20
100% more capital invested
Capital invested by funds: $361M → $720M (+$360M)
42% more funds holding
Funds holding: 76 → 108 (+32)
6.54% more ownership
Funds ownership: 77.41% → 83.94% (+6.5%)
Holders
108
Holders Change
+32
Holders Change %
+42.11%
% of All Funds
1.57%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
37
Increased
47
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$2.44M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$898K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$705K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$437K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPF
101
First Pacific Financial
Vancouver,
Washington
| $7.58K | +$7.05K | +124 | New |
|
|
LFA
102
LGT Financial Advisors
Dallas,
Texas
| $6.6K | +$57 | +1 | +0.9% |
|
|
GEA
103
Glen Eagle Advisors
Kingston,
New Jersey
| $6.42K | +$5.97K | +105 | New |
|
104
Fidelity Investments
Boston,
Massachusetts
| $5.8K | +$5.41K | +95 | New |
|
|
RAM
105
Riggs Asset Management
Dallas,
Pennsylvania
| $2.26K | – | – | – |
|
106
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.96K | +$740 | +13 | +68% |
|
|
CT
107
Colonial Trust
Spartanburg,
South Carolina
| $1.59K | +$1.48K | +26 | New |
|
108
AssetMark Inc
Concord,
California
| $489 | +$455 | +8 | New |
|
|
109
Citadel Advisors
Miami,
Florida
| – | -$898K | -16,668 | Closed |
|
|
KWM
110
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$299K | -5,546 | Closed |
|
|
TI
111
Tidal Investments
Milwaukee,
Wisconsin
| – | -$214K | -3,971 | Closed |
|
|
PMFA
112
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$14.1K | -261 | Closed |
|
|
RIA
113
Realta Investment Advisors
Wilmington,
Delaware
| – | -$6.41K | -115 | Closed |
|