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JPMorgan Diversified Return Emerging Markets Equity ETF

29 hedge funds and large institutions have $82.2M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

32% more funds holding

Funds holding: 2229 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $82.8M → $82.2M (-$613K)

8.22% less ownership

Funds ownership: 62.36%54.15% (-8.2%)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.7M +$12.9M +247,717 +347%
Jane Street
2
Jane Street
New York
$15.6M +$8.36M +161,000 +118%
HCM
3
Hengehold Capital Management
Ohio
$13.8M +$352K +6,784 +3%
FWM
4
Frontier Wealth Management
Missouri
$8.29M +$95.3K +1,835 +1%
Bank of America
5
Bank of America
North Carolina
$6.58M +$464K +8,926 +8%
Ameriprise
6
Ameriprise
Minnesota
$3.8M +$849K +16,350 +29%
WF
7
WealthTrust Fairport
Ohio
$3.62M +$68.4K +1,316 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.18M +$389K +7,480 +22%
Morgan Stanley
9
Morgan Stanley
New York
$1.78M +$1.31M +25,129 +280%
AA
10
Ancora Advisors
Ohio
$1.7M +$41.4K +797 +3%
RJA
11
Raymond James & Associates
Florida
$1.68M +$785K +15,113 +89%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.61M -$749K -14,424 -32%
JIP
13
Jaffetilchin Investment Partners
Florida
$1.47M +$1.46M +28,116 New
HighTower Advisors
14
HighTower Advisors
Illinois
$634K +$645K +12,422 New
BTS
15
BB&T Securities
Virginia
$573K +$570K +10,966 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$529K +$412K +7,930 +364%
LPL Financial
17
LPL Financial
California
$409K -$25.6K -492 -6%
ICM
18
IMS Capital Management
Oregon
$330K +$327K +6,300 New
JP Morgan Chase
19
JP Morgan Chase
New York
$329K -$24.5M -470,723 -99%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$282K +$280K +5,389 New
AG
21
Advisor Group
Arizona
$82K -$1.44M -27,773 -95%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$71K +$70.2K +1,351 New
SAM
23
Shamrock Asset Management
Texas
$66K +$5.61K +108 +9%
SFSIG
24
San Francisco Sentry Investment Group
California
$31K +$31.2K +600 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$18K -$20.3K -391 -54%

JPEM Hedge Fund Activity: Q2 2017 in Review

29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q2 2017, worth a combined $82.2M — down 0.74% from $82.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPEM positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $12.9M. The largest seller was JP Morgan Chase, cutting an estimated $24.5M.

  • 29 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q2 2017, up from 22 in Q1 2017.
  • Funds reported $82.2M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q2 2017, down 0.74% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q2 2017 and 2 closed out, a net change of +7 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q2 2017 was UBS Group, an estimated $12.9M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q2 2017 was JP Morgan Chase, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2017.