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JPMorgan Diversified Return Emerging Markets Equity ETF

72 hedge funds and large institutions have $136M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0% more funds holding

Funds holding: 7272 (0)

12.84% less ownership

Funds ownership: 66.06%53.22% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

45% less capital invested

Capital invested by funds: $245M → $136M (-$109M)

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
11
Increased
19
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
51
Omega Financial Group
California
$210K +$269K +5,297 New
MCM
52
MAI Capital Management
Ohio
$208K -$371K -7,296 -58%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$204K -$1.63M -31,994 -86%
ADL
54
Asset Dedication LLC
California
$129K +$165K +3,237 New
Wells Fargo
55
Wells Fargo
California
$117K -$16.3K -321 -10%
SFC
56
SYM Financial Corp
Indiana
$96K
JP Morgan Chase
57
JP Morgan Chase
New York
$50K -$814 -16 -1%
SQA
58
Simon Quick Advisors
New Jersey
$34K
SFSIG
59
San Francisco Sentry Investment Group
California
$33K -$27K -530 -39%
LFASL
60
Lugano Financial Advisors SA (LFA)
Switzerland
$28K +$26.7K +525 New
AIC
61
Ameritas Investment Company
Nebraska
$25K
FHA
62
Flagship Harbor Advisors
Massachusetts
$22K
LFG
63
LifePlan Financial Group
Ohio
$14K +$1.53K +30 +9%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$14.9K +293 New
IA
65
IFP Advisors
Florida
$8K
OPS
66
Orion Portfolio Solutions
Nebraska
$6K -$407 -8 -5%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$5K
SF
68
Synovus Financial
Georgia
$5K +$51 +1 +0.8%
IRC
69
Investors Research Corp
Georgia
$3K
SWA
70
Stratos Wealth Advisors
Ohio
$2K +$2.44K +48 New
PFG
71
Pacific Financial Group
Washington
-$17.8M -313,022 Closed
MIAN
72
Mariner Independent Advisor Network
Kansas
-$7.41M -129,905 Closed
SRSA
73
S.R. Schill & Associates
Washington
-$3.58M -62,859 Closed
OWM
74
Opes Wealth Management
California
-$481K -8,430 Closed
TFA
75
Tobias Financial Advisors
Florida
-$274K -4,812 Closed

JPEM Hedge Fund Activity: Q1 2020 in Review

72 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2020, worth a combined $136M — down 45% from $245M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPEM positions and 8 closed out — a net gain of 3 holders — while 19 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.79M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $17.8M sold.

  • 72 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $136M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2020, down 45% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2020 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2020 was Jane Street, an estimated $6.79M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2020 was Pacific Financial Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2020.