JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
47 hedge funds and large institutions have $130M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
2% more capital invested
Capital invested by funds: $127M → $130M (+$2.63M)
0% more funds holding
Funds holding: 47 → 47 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.07% less ownership
Funds ownership: 57.42% → 57.36% (-0.07%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $400K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$6.79M |
| 2 |
PI
PHH Investments
Addison,
Texas
|
+$5.03M |
| 3 |
Jane Street
New York
|
+$4.84M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.31M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.88M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.54M |
| 3 |
AssetMark Inc
Concord,
California
|
-$3.36M |
| 4 |
Goldman Sachs
New York
|
-$2.32M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -61 | Closed |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -50 | Closed |
|
|
CFA
53
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$272 | +5 | +45% |
|
JPEM Hedge Fund Activity: Q3 2018 in Review
47 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2018, worth a combined $130M — up 2.1% from $127M a quarter earlier.
Fund positioning in JPEM was balanced in Q3 2018: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 16 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $6.79M. The largest seller was Bank of America, cutting an estimated $5.88M.
- 47 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $130M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2018, up 2.1% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2018 and 6 closed out, a net change of 0 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2018 was Mariner Independent Advisor Network, an estimated $6.79M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2018 was Bank of America, an estimated $5.88M sold.
Based on aggregated 13F filings for Q3 2018.