We are live on ! Find out more
JPEM icon

JPMorgan Diversified Return Emerging Markets Equity ETF

69 hedge funds and large institutions have $239M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $201M → $239M (+$37.7M)

9.54% more ownership

Funds ownership: 60.37%69.91% (+9.5%)

5% more funds holding

Funds holding: 6669 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
8
Increased
34
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
51
Andesa Financial Management
Pennsylvania
$252K -$38.5K -714 -13%
Wells Fargo
52
Wells Fargo
California
$154K +$147K +2,733 +1,367%
SFC
53
SYM Financial Corp
Indiana
$108K -$49.6K -920 -31%
NCM
54
Next Capital Management
New York
$88K
SFSIG
55
San Francisco Sentry Investment Group
California
$82K
AIC
56
Ameritas Investment Company
Nebraska
$31K +$32K +593 New
FHA
57
Flagship Harbor Advisors
Massachusetts
$28K +$1.67K +31 +6%
IA
58
IFP Advisors
Florida
$28K +$29.6K +549 New
FAAS
59
First Allied Advisory Services
California
$25K +$25.4K +472 New
LFG
60
LifePlan Financial Group
Ohio
$17K +$1.29K +24 +8%
ASN
61
Advisory Services Network
Georgia
$16K
SAM
62
Shamrock Asset Management
Texas
$16K +$162 +3 +1%
SF
63
Synovus Financial
Georgia
$7K +$108 +2 +2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$5K
PA
65
Parallel Advisors
California
$5K +$54 +1 +1%
IRC
66
Investors Research Corp
Georgia
$4K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$2K +$1.67K +31 New
SWP
68
Strategic Wealth Partners
Ohio
$26
USAA
69
United Services Automobile Association
Texas
-$3.38M -60,700 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$2.41M -43,273 Closed
VF
71
Virtu Financial
New York
-$1.47M -26,369 Closed
SC
72
Slow Capital
California
-$281K -5,046 Closed
AWM
73
Avior Wealth Management
Nebraska
-$13K -229 Closed

JPEM Hedge Fund Activity: Q3 2019 in Review

69 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2019, worth a combined $239M — up 19% from $201M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPEM positions and 5 closed out — a net gain of 3 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $10.6M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $3.38M sold.

  • 69 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2019, up from 66 in Q2 2019.
  • Funds reported $239M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2019, up 19% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2019 was Citadel Advisors, an estimated $10.6M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2019 was United Services Automobile Association, an estimated $3.38M sold.

Based on aggregated 13F filings for Q3 2019.