JPMorgan U.S. Minimum Volatility ETF
JMIN
JMIN was delisted on the 6th of September, 2022.
12 hedge funds and large institutions have $94.3M invested in JPMorgan U.S. Minimum Volatility ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
140% more capital invested
Capital invested by funds: $39.3M → $94.3M (+$54.9M)
100% more funds holding
Funds holding: 6 → 12 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$48.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.75M |
| 3 |
Goldman Sachs
New York
|
+$1.48M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.42M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$2.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPGK
1
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $49M | +$48.2M | +1,624,665 | New |
|
2
JP Morgan Chase
New York
| $30.1M | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $6.82M | +$1.75M | +58,856 | +35% |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $2.77M | +$242K | +8,141 | +10% |
|
|
5
Goldman Sachs
New York
| $1.51M | +$1.48M | +50,000 | New |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $1.44M | +$1.42M | +47,748 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.06M | +$1.05M | +35,277 | New |
|
8
Citadel Advisors
Miami,
Florida
| $617K | +$606K | +20,433 | New |
|
|
LJAC
9
L.J. Altfest & Co
New York
| $515K | -$2.58M | -86,891 | -84% |
|
|
FAIM
10
Financial Advocates Investment Management
Olympia,
Washington
| $210K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $117K | +$115K | +3,882 | New |
|
|
SFSIG
12
San Francisco Sentry Investment Group
San Francisco,
California
| $59K | +$34.7K | +1,170 | +146% |
|
JMIN Hedge Fund Activity: Q3 2019 in Review
12 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan U.S. Minimum Volatility ETF (JMIN) for Q3 2019, worth a combined $94.3M — up 140% from $39.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JMIN positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $48.2M. The largest seller was L.J. Altfest & Co, cutting an estimated $2.58M.
- 12 institutional investors held JPMorgan U.S. Minimum Volatility ETF (JMIN) as of Q3 2019, up from 6 in Q2 2019.
- Funds reported $94.3M of JPMorgan U.S. Minimum Volatility ETF stock for Q3 2019, up 140% quarter-over-quarter.
- 6 funds opened new JPMorgan U.S. Minimum Volatility ETF positions in Q3 2019 and 0 closed out, a net change of +6 holders.
- The largest JPMorgan U.S. Minimum Volatility ETF buyer in Q3 2019 was Retirement Planning Group (Kansas), an estimated $48.2M added.
- The largest JPMorgan U.S. Minimum Volatility ETF seller in Q3 2019 was L.J. Altfest & Co, an estimated $2.58M sold.
Based on aggregated 13F filings for Q3 2019.