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JPMorgan Diversified Return Emerging Markets Equity ETF

69 hedge funds and large institutions have $239M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $201M → $239M (+$37.7M)

9.54% more ownership

Funds ownership: 60.37%69.91% (+9.5%)

5% more funds holding

Funds holding: 6669 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
8
Increased
34
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
26
Sonata Capital Group
Washington
$2.86M +$53.7K +996 +2%
Citigroup
27
Citigroup
New York
$2.77M +$78.4K +1,454 +3%
MPWT
28
MassMutual Private Wealth & Trust
Connecticut
$2.59M +$132K +2,449 +5%
AEPG
29
American Economic Planning Group
New Jersey
$2.11M +$158K +2,940 +8%
LPL Financial
30
LPL Financial
California
$1.95M +$38.5K +715 +2%
NA
31
NewEdge Advisors
Louisiana
$1.5M +$1.54M +28,624 New
RCM
32
Rain Capital Management
Oregon
$1.31M +$1.35M +24,980 New
FTUS
33
Flow Traders U.S.
New York
$1.25M +$910K +16,881 +242%
NFG
34
Next Financial Group
Texas
$1.15M +$1.16M +21,555 +7,563%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$938K +$22.7K +422 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$919K -$29.5K -547 -3%
ICM
37
IMS Capital Management
Oregon
$908K -$130K -2,410 -12%
BTS
38
BB&T Securities
Virginia
$769K -$86.7K -1,608 -10%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$763K -$77.1K -1,431 -9%
OWM
40
Opes Wealth Management
California
$697K
MCM
41
MAI Capital Management
Ohio
$635K +$64.9K +1,205 +11%
JP Morgan Chase
42
JP Morgan Chase
New York
$605K +$6.9K +128 +1%
RJT
43
Raymond James Trust
Florida
$561K -$145K -2,687 -20%
FFN
44
Focus Financial Network
Minnesota
$480K +$20.4K +379 +4%
LA
45
LexAurum Advisors
Kansas
$431K +$32.4K +602 +8%
CPO
46
Cerity Partners OCIO
New York
$357K -$13.3K -247 -4%
AG
47
Advisor Group
Arizona
$356K -$5.01K -93 -1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$320K +$25.1K +466 +8%
HL
49
HeadInvest LLC
Maine
$278K
MML Investors Services
50
MML Investors Services
Massachusetts
$253K -$323K -5,988 -55%

JPEM Hedge Fund Activity: Q3 2019 in Review

69 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2019, worth a combined $239M — up 19% from $201M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPEM positions and 5 closed out — a net gain of 3 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $10.6M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $3.38M sold.

  • 69 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2019, up from 66 in Q2 2019.
  • Funds reported $239M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2019, up 19% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2019 was Citadel Advisors, an estimated $10.6M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2019 was United Services Automobile Association, an estimated $3.38M sold.

Based on aggregated 13F filings for Q3 2019.