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JPMorgan Diversified Return Emerging Markets Equity ETF

65 hedge funds and large institutions have $159M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12.61% more ownership

Funds ownership: 53.1%65.7% (+13%)

9% more capital invested

Capital invested by funds: $146M → $159M (+$13M)

8% less funds holding

Funds holding: 7165 (-6)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

53% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 32

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
15
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$139K
SFC
52
SYM Financial Corp
Indiana
$133K
HCA
53
Horan Capital Advisors
Ohio
$93K +$96.4K +1,988 New
Wells Fargo
54
Wells Fargo
California
$14K
LFASL
55
Lugano Financial Advisors SA (LFA)
Switzerland
$13K
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$12K
LFG
57
LifePlan Financial Group
Ohio
$11K -$7.23K -149 -40%
IA
58
IFP Advisors
Florida
$9K
NFG
59
Next Financial Group
Texas
$6K -$986K -20,324 -99%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$5K
IRC
61
Investors Research Corp
Georgia
$4K
CWC
62
Carolinas Wealth Consulting
North Carolina
$2K
DI
63
Disciplined Investments
Oklahoma
$2K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.26K +26 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
-$2.96M -64,461 Closed
Citadel Advisors
66
Citadel Advisors
Florida
-$2.9M -63,188 Closed
Victory Capital Management
67
Victory Capital Management
Texas
-$2.79M -60,700 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
-$365K -7,949 Closed
OFG
69
Omega Financial Group
California
-$240K -5,221 Closed
Verition Fund Management
70
Verition Fund Management
Connecticut
-$216K -4,697 Closed
ICM
71
IMS Capital Management
Oregon
-$212K -4,615 Closed
CAN
72
Cetera Advisor Networks
California
-$9K -200 Closed
PAG
73
Private Advisor Group
New Jersey
-$9K -200 Closed
OPS
74
Orion Portfolio Solutions
Nebraska
-$7K -143 Closed
SF
75
Synovus Financial
Georgia
-$6K -130 Closed

JPEM Hedge Fund Activity: Q3 2020 in Review

65 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2020, worth a combined $159M — up 8.9% from $146M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JPEM and 8 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 15 added.

The largest buyer was JP Morgan Chase, adding an estimated $26.3M. The largest seller was Ameriprise, cutting an estimated $6.49M.

  • 65 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2020, down from 71 in Q2 2020.
  • Funds reported $159M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2020, up 8.9% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2020 and 14 closed out, a net change of -6 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $26.3M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2020 was Ameriprise, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2020.