JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
71 hedge funds and large institutions have $146M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 13 closing their positions.
8% more capital invested
Capital invested by funds: $136M → $146M (+$10.9M)
0.13% less ownership
Funds ownership: 53.22% → 53.1% (-0.13%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
1% less funds holding
Funds holding: 72 → 71 (-1)
33% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 33
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
+$9.73M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$4.08M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$3.87M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.39M |
| 5 |
Jane Street
New York
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$4.36M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$4.07M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$3.97M |
| 4 |
Morgan Stanley
New York
|
-$2.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$2.66M |
JPEM Hedge Fund Activity: Q2 2020 in Review
71 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2020, worth a combined $146M — up 8% from $136M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of JPEM and 12 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 22 added.
The largest buyer was Linscomb Wealth, opening a new position worth an estimated $9.73M. The largest seller was AssetMark Inc, cutting an estimated $4.36M.
- 71 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2020, down from 72 in Q1 2020.
- Funds reported $146M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2020, up 8% quarter-over-quarter.
- 12 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2020 and 13 closed out, a net change of -1 holder.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2020 was Linscomb Wealth, an estimated $9.73M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2020 was AssetMark Inc, an estimated $4.36M sold.
Based on aggregated 13F filings for Q2 2020.