JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
38 hedge funds and large institutions have $89M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
23% more funds holding
Funds holding: 31 → 38 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $91.6M → $89M (-$2.56M)
3.27% less ownership
Funds ownership: 55.9% → 52.63% (-3.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $986K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$5.26M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$956K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$948K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$688K |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.38M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$855K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$433K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$337K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MOS
26
MGO One Seven
Beachwood,
Ohio
| $432K | +$426K | +7,400 | New |
|
27
JP Morgan Chase
New York
| $366K | -$979 | -17 | -0.3% |
|
|
SFSIG
28
San Francisco Sentry Investment Group
San Francisco,
California
| $135K | +$41.4K | +720 | +45% |
|
|
SAM
29
Shamrock Asset Management
Dallas,
Texas
| $74K | +$288 | +5 | +0.4% |
|
|
AG
30
Advisor Group
Phoenix,
Arizona
| $70K | +$53.9K | +936 | +351% |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $61K | -$47.1K | -819 | -44% |
|
|
SWP
32
Strategic Wealth Partners
Independence,
Ohio
| $29K | +$28.8K | +500 | New |
|
|
PWM
33
Perigon Wealth Management
San Francisco,
California
| $21K | -$1.09K | -19 | -5% |
|
|
SC
34
Slow Capital
Greenbrae,
California
| $17K | +$16.9K | +293 | New |
|
|
DBT
35
Dubuque Bank & Trust
Dubuque,
Iowa
| $7K | – | – | – |
|
|
EWM
36
Edge Wealth Management
New York
| $3K | – | – | – |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$4.38M | -77,687 | Closed |
|
|
BCI
38
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$288 | +5 | New |
|
|
CFA
39
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$403 | +7 | New |
|
JPEM Hedge Fund Activity: Q4 2017 in Review
38 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2017, worth a combined $89M — down 2.8% from $91.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPEM positions and 1 closed out — a net gain of 7 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $5.26M. The largest seller was Jane Street, cutting an estimated $10.4M.
- 38 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2017, up from 31 in Q3 2017.
- Funds reported $89M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2017, down 2.8% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2017 and 1 closed out, a net change of +7 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2017 was Mariner Independent Advisor Network, an estimated $5.26M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2017 was Jane Street, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2017.