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JPMorgan Diversified Return Emerging Markets Equity ETF

59 hedge funds and large institutions have $151M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

26% more funds holding

Funds holding: 4759 (+12)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

16% more capital invested

Capital invested by funds: $130M → $151M (+$21.2M)

8.6% more ownership

Funds ownership: 57.36%65.96% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
59
Holders Change
+12
Holders Change %
+25.53%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
19
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.37M -$656K -12,742 -32%
AEPG
27
American Economic Planning Group
New Jersey
$1.17M +$41.3K +801 +4%
ICM
28
IMS Capital Management
Oregon
$1.09M +$991K +19,249 +854%
AI
29
Atria Investments
North Carolina
$1.07M -$40.3K -783 -4%
BTS
30
BB&T Securities
Virginia
$905K -$4.12K -80 -0.4%
RJT
31
Raymond James Trust
Florida
$718K
JP Morgan Chase
32
JP Morgan Chase
New York
$685K -$37K -718 -5%
MCM
33
MAI Capital Management
Ohio
$615K +$623K +12,089 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$575K +$130K +2,531 +29%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$528K -$30.1K -584 -5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$491K +$498K +9,662 New
LA
37
LexAurum Advisors
Kansas
$300K +$304K +5,893 New
Stifel Financial
38
Stifel Financial
Missouri
$274K +$24.4K +474 +10%
CPO
39
Cerity Partners OCIO
New York
$268K +$272K +5,276 New
VF
40
Virtu Financial
New York
$255K +$258K +5,008 New
AFM
41
Andesa Financial Management
Pennsylvania
$236K +$238K +4,626 New
RA
42
RFG Advisory
Alabama
$219K -$2.06K -40 -0.9%
OFG
43
Omega Financial Group
California
$219K +$222K +4,301 New
SFC
44
SYM Financial Corp
Indiana
$189K +$99.6K +1,934 +108%
NCM
45
Next Capital Management
New York
$127K +$129K +2,505 New
SFSIG
46
San Francisco Sentry Investment Group
California
$84K -$25.8K -500 -23%
WF
47
WealthTrust Fairport
Ohio
$74K +$29.5K +572 +64%
SAM
48
Shamrock Asset Management
Texas
$69K -$4.22K -82 -6%
AG
49
Advisor Group
Arizona
$67K +$6.54K +127 +11%
MOS
50
MGO One Seven
Ohio
$66K +$67K +1,300 New

JPEM Hedge Fund Activity: Q4 2018 in Review

59 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2018, worth a combined $151M — up 16% from $130M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JPEM positions and 5 closed out — a net gain of 12 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Ancora Advisors, adding an estimated $6.59M. The largest seller was Jane Street, exiting entirely with an estimated $14.8M sold.

  • 59 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2018, up from 47 in Q3 2018.
  • Funds reported $151M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2018, up 16% quarter-over-quarter.
  • 17 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2018 and 5 closed out, a net change of +12 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2018 was Ancora Advisors, an estimated $6.59M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2018 was Jane Street, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2018.