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JPMorgan Diversified Return Emerging Markets Equity ETF

101 hedge funds and large institutions have $232M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

16% more funds holding

Funds holding: 87101 (+14)

13% more capital invested

Capital invested by funds: $205M → $232M (+$26.2M)

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

0.34% more ownership

Funds ownership: 77.31%77.65% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
36
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$575K +$87.9K +1,722 +18%
Osaic Holdings
52
Osaic Holdings
Arizona
$565K -$51.5K -1,010 -8%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$565K +$300K +5,881 +111%
AWM
54
Accel Wealth Management
Iowa
$528K +$271K +5,301 +103%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$505K -$140K -2,738 -21%
FFN
56
Focus Financial Network
Minnesota
$482K -$1.53K -30 -0.3%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$458K -$178K -3,485 -28%
LNC
58
Lincoln National Corp
Pennsylvania
$457K +$14.8K +289 +3%
SC
59
Schiavi & Co
Delaware
$451K +$306 +6 +0.1%
SWM
60
SeaCrest Wealth Management
New York
$431K -$58.8K -1,153 -12%
UBS Group
61
UBS Group
Switzerland
$417K -$103K -2,009 -20%
EC
62
EdgeRock Capital
Colorado
$413K +$8.78K +172 +2%
LWM
63
Lodestone Wealth Management
Washington
$409K -$4.7K -92 -1%
SPC
64
Sigma Planning Corp
Michigan
$405K -$9.19K -180 -2%
MML Investors Services
65
MML Investors Services
Massachusetts
$368K +$111K +2,172 +42%
LSA
66
L & S Advisors
California
$357K +$361K +7,077 New
DAS
67
Dynamic Advisor Solutions
Arizona
$350K -$6.33K -124 -2%
CB
68
Cadence Bank
Mississippi
$349K
BDFN
69
Bond & Devick Financial Network
Minnesota
$342K
ASN
70
Advisory Services Network
Georgia
$338K +$314K +6,149 +1,143%
AWA
71
Arete Wealth Advisors
Illinois
$331K +$335K +6,558 New
KWM
72
Kingsview Wealth Management
Oregon
$309K +$312K +6,114 New
SWP
73
Stratos Wealth Partners
Ohio
$283K +$286K +5,612 New
AC
74
Avestar Capital
New York
$272K +$275K +5,388 New
RW
75
RVW Wealth
California
$245K

JPEM Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2023, worth a combined $232M — up 13% from $205M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JPEM positions and 6 closed out — a net gain of 14 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $9.79M. The largest seller was CreativeOne Wealth, cutting an estimated $3.38M.

  • 101 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $232M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 20 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2023 and 6 closed out, a net change of +14 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2023 was Cerity Partners, an estimated $9.79M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2023.