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JPMorgan Diversified Return Emerging Markets Equity ETF

72 hedge funds and large institutions have $136M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0% more funds holding

Funds holding: 7272 (0)

12.84% less ownership

Funds ownership: 66.06%53.22% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

45% less capital invested

Capital invested by funds: $245M → $136M (-$109M)

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
11
Increased
19
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.24M -$173K -3,395 -10%
LA
27
LexAurum Advisors
Kansas
$1.11M +$756K +14,853 +114%
UBS Group
28
UBS Group
Switzerland
$1.08M -$1.49M -29,370 -52%
CA
29
Crumly & Associates
Illinois
$1.01M -$2.63M -51,679 -67%
Osaic Holdings
30
Osaic Holdings
Arizona
$940K +$1.2M +23,650 New
RJA
31
Raymond James & Associates
Florida
$909K -$1.82M -35,791 -61%
NFG
32
Next Financial Group
Texas
$813K -$101K -1,982 -9%
APW
33
Aurora Private Wealth
New Jersey
$633K +$345K +6,782 +74%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$599K -$201K -3,960 -21%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$574K -$5.34K -105 -0.7%
Truist Financial
36
Truist Financial
North Carolina
$462K -$124K -2,437 -17%
RJT
37
Raymond James Trust
Florida
$451K +$32.2K +632 +6%
CPO
38
Cerity Partners OCIO
New York
$448K +$141K +2,773 +33%
FFN
39
Focus Financial Network
Minnesota
$439K +$63.1K +1,240 +13%
FTUS
40
Flow Traders U.S.
New York
$409K +$278K +5,458 +113%
SC
41
Slow Capital
California
$402K +$515K +10,115 New
HFG
42
Heron Financial Group
New York
$371K +$80.3K +1,579 +22%
MML Investors Services
43
MML Investors Services
Massachusetts
$318K +$13.8K +271 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$317K -$2.24K -44 -0.5%
ICM
45
IMS Capital Management
Oregon
$301K -$283K -5,564 -42%
RA
46
RFG Advisory
Alabama
$266K +$340K +6,689 New
NA
47
NewEdge Advisors
Louisiana
$249K -$1.05M -20,637 -77%
AI
48
Atria Investments
North Carolina
$249K -$16.3K -320 -5%
LWAC
49
Laurel Wealth Advisors (California)
California
$231K +$36K +708 +14%
HL
50
HeadInvest LLC
Maine
$214K +$5.09K +100 +2%

JPEM Hedge Fund Activity: Q1 2020 in Review

72 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2020, worth a combined $136M — down 45% from $245M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPEM positions and 8 closed out — a net gain of 3 holders — while 19 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.79M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $17.8M sold.

  • 72 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $136M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2020, down 45% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2020 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2020 was Jane Street, an estimated $6.79M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2020 was Pacific Financial Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2020.