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JPMorgan Diversified Return Emerging Markets Equity ETF

87 hedge funds and large institutions have $205M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 7987 (+8)

1% more capital invested

Capital invested by funds: $203M → $205M (+$2.37M)

14.09% less ownership

Funds ownership: 91.4%77.31% (-14%)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
39
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$56.6K
WP
77
WealthPLAN Partners
Nebraska
$33K +$33.2K +654 New
ASN
78
Advisory Services Network
Georgia
$27.2K +$27.3K +538 New
AAS
79
Ameritas Advisory Services
Nebraska
$18.3K +$18.4K +362 New
GWSG
80
GPS Wealth Strategies Group
Colorado
$17.8K +$17.9K +353 New
FAM
81
Family Asset Management
South Carolina
$8.53K +$1.98K +39 +30%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4.54K +$4.57K +90 New
IRC
83
Investors Research Corp
Georgia
$3.63K
SIS
84
Sound Income Strategies
Florida
$3.18K +$3.2K +63 New
SWM
85
Spire Wealth Management
Virginia
$2.78K +$254 +5 +10%
BWM
86
Baystate Wealth Management
Massachusetts
$1.83K
DI
87
Disciplined Investments
Oklahoma
$1.8K
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$1.57K +$1.06M +20,822 +200%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
-$6.4M -129,125 Closed
Goldman Sachs
90
Goldman Sachs
New York
-$1.38M -28,085 Closed
KAS
91
Kestra Advisory Services
Texas
-$694K -14,089 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$513K -10,416 Closed
Truist Financial
93
Truist Financial
North Carolina
-$274K -5,556 Closed
TC
94
Trilogy Capital
California
-$272K -5,519 Closed
IA
95
IFP Advisors
Florida
-$31K -537 Closed
MCC
96
Money Concepts Capital
Florida
-$26.3K -534 Closed
FFA
97
Farther Finance Advisors
California
-$15.7K -318 Closed

JPEM Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2023, worth a combined $205M — up 1.2% from $203M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JPEM positions and 9 closed out — a net gain of 12 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Teamwork Financial Advisors, opening a new position worth an estimated $7.87M. The largest seller was Jane Street, cutting an estimated $17.3M.

  • 87 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2023, up from 79 in Q4 2022.
  • Funds reported $205M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 21 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2023 and 9 closed out, a net change of +12 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2023 was Teamwork Financial Advisors, an estimated $7.87M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2023 was Jane Street, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.