JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
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.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
0% more funds holding
Funds holding: 72 → 72 (0)
12.84% less ownership
Funds ownership: 66.06% → 53.22% (-13%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.79M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$5.21M |
| 3 |
AssetMark Inc
Concord,
California
|
+$5.07M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$3.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$17.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.6M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$7.41M |
| 4 |
Morgan Stanley
New York
|
-$6.2M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
-$5.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBFP
76
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$251K | -4,402 | Closed |
|
|
VCP
77
Verus Capital Partners
Scottsdale,
Arizona
| – | -$44K | -767 | Closed |
|
|
ASN
78
Advisory Services Network
Atlanta,
Georgia
| – | -$15K | -269 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +1 | New |
|
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.