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JPMorgan Diversified Return Emerging Markets Equity ETF

44 hedge funds and large institutions have $127M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 5

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $89M → $127M (+$37.6M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 3844 (+6)

5.41% more ownership

Funds ownership: 52.63%58.04% (+5.4%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
8
Increased
26
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
26
IMS Capital Management
Oregon
$1.06M
JP Morgan Chase
27
JP Morgan Chase
New York
$671K +$296K +4,816 +77%
MOS
28
MGO One Seven
Ohio
$473K +$24.5K +400 +5%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$456K -$8.41K -137 -2%
WF
30
WealthTrust Fairport
Ohio
$358K -$3.97M -64,695 -92%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$215K -$793K -12,916 -78%
RA
32
RFG Advisory
Alabama
$215K +$218K +3,549 New
SFSIG
33
San Francisco Sentry Investment Group
California
$166K +$26.1K +425 +18%
SC
34
Slow Capital
California
$108K +$91.7K +1,495 +510%
SAM
35
Shamrock Asset Management
Texas
$83K +$10.2K +166 +13%
AG
36
Advisor Group
Arizona
$73K -$123 -2 -0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$64K +$1.47K +24 +2%
TCM
38
TD Capital Management
Tennessee
$57K +$57.8K +942 New
LFG
39
LifePlan Financial Group
Ohio
$38K +$38.5K +628 New
SWP
40
Strategic Wealth Partners
Ohio
$30K
PWM
41
Perigon Wealth Management
California
$21K
DBT
42
Dubuque Bank & Trust
Iowa
$7K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$4K +$3.74K +61 New
EWM
44
Edge Wealth Management
New York
-$3K -60 Closed
CFA
45
Carroll Financial Associates
North Carolina
+$491 +8 +114%

JPEM Hedge Fund Activity: Q1 2018 in Review

44 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2018, worth a combined $127M — up 42% from $89M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPEM positions and 2 closed out — a net gain of 6 holders — while 26 added to existing stakes and 5 trimmed.

The largest buyer was GW & Wade, adding an estimated $5.1M. The largest seller was WealthTrust Fairport, cutting an estimated $3.97M.

  • 44 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2018, up from 38 in Q4 2017.
  • Funds reported $127M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2018, up 42% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2018 and 2 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2018 was GW & Wade, an estimated $5.1M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2018 was WealthTrust Fairport, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2018.