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JPMorgan Diversified Return Emerging Markets Equity ETF

22 hedge funds and large institutions have $82.8M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

132% more capital invested

Capital invested by funds: $35.7M → $82.8M (+$47.1M)

69% more funds holding

Funds holding: 1322 (+9)

3.07% more ownership

Funds ownership: 59.3%62.36% (+3.1%)

Holders
22
Holders Change
+9
Holders Change %
+69.23%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
8
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$24.3M -$50 -1 -0%
HCM
2
Hengehold Capital Management
Ohio
$13.1M +$12.8M +257,014 New
FWM
3
Frontier Wealth Management
Missouri
$7.99M +$318K +6,399 +4%
Jane Street
4
Jane Street
New York
$6.95M +$4.18M +83,993 +161%
Bank of America
5
Bank of America
North Carolina
$5.96M +$5.77M +116,097 +16,375%
UBS Group
6
UBS Group
Switzerland
$3.65M +$3.5M +70,437 +6,879%
WF
7
WealthTrust Fairport
Ohio
$3.47M +$3.38M +67,933 New
Ameriprise
8
Ameriprise
Minnesota
$2.88M +$2.03M +40,752 +262%
Citadel Advisors
9
Citadel Advisors
Florida
$2.85M +$2.78M +55,862 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.42M +$2.36M +47,472 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.31M +$2.13M +42,916 +1,878%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.74M +$688K +13,844 +68%
AA
13
Ancora Advisors
Ohio
$1.61M +$169K +3,402 +12%
AG
14
Advisor Group
Arizona
$1.5M +$1.46M +29,340 New
RJA
15
Raymond James & Associates
Florida
$869K +$846K +17,019 New
Morgan Stanley
16
Morgan Stanley
New York
$458K +$446K +8,972 New
LPL Financial
17
LPL Financial
California
$427K +$414K +8,316 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$111K +$108K +2,180 New
SAM
19
Shamrock Asset Management
Texas
$59K
BFEC
20
Benjamin F. Edwards & Company
Missouri
$37K -$1.03M -20,742 -97%
DBT
21
Dubuque Bank & Trust
Iowa
$6K
EWM
22
Edge Wealth Management
New York
$3K +$2.98K +60 New

JPEM Hedge Fund Activity: Q1 2017 in Review

22 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2017, worth a combined $82.8M — up 132% from $35.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPEM positions and 0 closed out — a net gain of 10 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Hengehold Capital Management, opening a new position worth an estimated $12.8M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $1.03M.

  • 22 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2017, up from 13 in Q4 2016.
  • Funds reported $82.8M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2017, up 132% quarter-over-quarter.
  • 10 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2017 and 0 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2017 was Hengehold Capital Management, an estimated $12.8M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2017 was Benjamin F. Edwards & Company, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2017.