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JPMorgan Diversified Return Emerging Markets Equity ETF

58 hedge funds and large institutions have $103M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

16% more funds holding

Funds holding: 5058 (+8)

13.36% more ownership

Funds ownership: 63.31%76.67% (+13%)

6% more capital invested

Capital invested by funds: $97M → $103M (+$5.57M)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$827K +$117K +2,394 +15%
SFC
27
SYM Financial Corp
Indiana
$753K +$715K +14,666 +662%
TIA
28
Tiemann Investment Advisors
California
$663K +$154K +3,150 +27%
SC
29
Schiavi & Co
Delaware
$624K +$682K +13,987 New
FFN
30
Focus Financial Network
Minnesota
$543K +$133K +2,739 +29%
Citadel Advisors
31
Citadel Advisors
Florida
$530K +$579K +11,880 New
UBS Group
32
UBS Group
Switzerland
$469K -$56.1K -1,152 -10%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$451K +$493K +10,120 New
LWAC
34
Laurel Wealth Advisors (California)
California
$411K -$740K -15,179 -62%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$410K +$2.34K +48 +0.5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$409K -$25.1K -516 -5%
DAS
37
Dynamic Advisor Solutions
Arizona
$335K +$129K +2,653 +55%
Truist Financial
38
Truist Financial
North Carolina
$332K -$54.3K -1,115 -13%
HighTower Advisors
39
HighTower Advisors
Illinois
$331K -$21.7K -446 -6%
CB
40
Cadence Bank
Mississippi
$310K +$339K +6,963 New
Osaic Holdings
41
Osaic Holdings
Arizona
$307K -$10.7K -219 -3%
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$276K +$302K +6,190 New
RF
43
RHS Financial
California
$250K +$273K +5,604 New
KW
44
KWB Wealth
California
$244K +$266K +5,460 New
IA
45
Integrity Advisory
Kansas
$232K +$253K +5,199 New
RW
46
RVW Wealth
California
$216K
CAN
47
Cetera Advisor Networks
California
$213K +$233K +4,776 New
SFM
48
Signet Financial Management
New Jersey
$208K +$25.8K +530 +13%
HS
49
Horan Securities
United States
$123K +$780 +16 +0.6%
RCM
50
Rain Capital Management
Oregon
$110K +$2.53K +52 +2%

JPEM Hedge Fund Activity: Q3 2022 in Review

58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2022, worth a combined $103M — up 5.7% from $97M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPEM positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $7.43M. The largest seller was Cerity Partners OCIO, cutting an estimated $1.1M.

  • 58 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2022, up from 50 in Q2 2022.
  • Funds reported $103M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2022, up 5.7% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2022 and 3 closed out, a net change of +9 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2022 was Jane Street, an estimated $7.43M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2022 was Cerity Partners OCIO, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2022.