JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
59 hedge funds and large institutions have $151M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
26% more funds holding
Funds holding: 47 → 59 (+12)
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
16% more capital invested
Capital invested by funds: $130M → $151M (+$21.2M)
8.6% more ownership
Funds ownership: 57.36% → 65.96% (+8.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$6.59M |
| 2 |
Morgan Stanley
New York
|
+$5.38M |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$5.32M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.06M |
| 5 |
OA
Opes Advisors
Cupertino,
California
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.5M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.54M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.13M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $41K | -$1.67M | -32,464 | -98% |
|
|
LFG
52
LifePlan Financial Group
Dayton,
Ohio
| $32K | – | – | – |
|
|
FHA
53
Flagship Harbor Advisors
Boston,
Massachusetts
| $26K | – | – | – |
|
|
SWP
54
Strategic Wealth Partners
Independence,
Ohio
| $26K | – | – | – |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| $11K | +$11.7K | +228 | New |
|
56
Wells Fargo
San Francisco,
California
| $6K | – | – | – |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | +$4.17K | +81 | New |
|
|
58
Jane Street
New York
| – | -$14.8M | -273,882 | Closed |
|
|
59
Citadel Advisors
Miami,
Florida
| – | -$4.5M | -83,205 | Closed |
|
|
CWM
60
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$193K | -10,988 | Closed |
|
|
OMC
61
Old Mission Capital
Chicago,
Illinois
| – | -$328K | -6,070 | Closed |
|
|
SFM
62
Signet Financial Management
Parsippany,
New Jersey
| – | -$38K | -703 | Closed |
|
63
Fidelity Investments
Boston,
Massachusetts
| – | +$412 | +8 | New |
|
JPEM Hedge Fund Activity: Q4 2018 in Review
59 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q4 2018, worth a combined $151M — up 16% from $130M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new JPEM positions and 5 closed out — a net gain of 12 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Ancora Advisors, adding an estimated $6.59M. The largest seller was Jane Street, exiting entirely with an estimated $14.8M sold.
- 59 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q4 2018, up from 47 in Q3 2018.
- Funds reported $151M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 17 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q4 2018 and 5 closed out, a net change of +12 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q4 2018 was Ancora Advisors, an estimated $6.59M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q4 2018 was Jane Street, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2018.