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JPMorgan Diversified Return Emerging Markets Equity ETF

31 hedge funds and large institutions have $91.6M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $82.2M → $91.6M (+$9.45M)

7% more funds holding

Funds holding: 2931 (+2)

1.76% more ownership

Funds ownership: 54.15%55.9% (+1.8%)

32% less call options, than puts

Call options by funds: $372K | Put options by funds: $547K

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
4
Increased
16
Reduced
8
Closed
2
Calls
$372K
Puts
$547K
Net Calls
-$175K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hengehold Capital Management
Ohio
$14.6M -$318K -5,726 -2%
Jane Street
2
Jane Street
New York
$10.6M -$6.09M -109,482 -37%
FWM
3
Frontier Wealth Management
Missouri
$8.37M -$549K -9,877 -6%
Bank of America
4
Bank of America
North Carolina
$8.27M +$1.16M +20,927 +17%
WGCA
5
Wolf Group Capital Advisors
Virginia
$6.14M +$5.86M +105,316 New
UBS Group
6
UBS Group
Switzerland
$5.85M -$12M -215,347 -67%
AMM
7
American Money Management
California
$4.52M +$4.45M +80,093 New
Citadel Advisors
8
Citadel Advisors
Florida
$4.38M +$4.32M +77,687 New
WF
9
WealthTrust Fairport
Ohio
$3.79M -$112K -2,017 -3%
Ameriprise
10
Ameriprise
Minnesota
$3.44M -$678K -12,189 -17%
USAA
11
United Services Automobile Association
Texas
$2.92M +$2.87M +51,700 New
Morgan Stanley
12
Morgan Stanley
New York
$2.83M +$898K +16,157 +47%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.66M +$310K +5,580 +13%
JIP
14
Jaffetilchin Investment Partners
Florida
$2.4M +$809K +14,545 +52%
AA
15
Ancora Advisors
Ohio
$1.98M +$150K +2,702 +8%
RJA
16
Raymond James & Associates
Florida
$1.94M +$125K +2,250 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.49M +$1.17M +20,958 +389%
LPL Financial
18
LPL Financial
California
$944K +$496K +8,914 +114%
HighTower Advisors
19
HighTower Advisors
Illinois
$909K +$232K +4,166 +34%
BTS
20
BB&T Securities
Virginia
$792K +$172K +3,098 +28%
ICM
21
IMS Capital Management
Oregon
$779K +$418K +7,519 +119%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$717K -$1M -18,055 -59%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$688K +$117K +2,099 +21%
JP Morgan Chase
24
JP Morgan Chase
New York
$351K +$167 +3 +0%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$105K +$28.1K +506 +37%

JPEM Hedge Fund Activity: Q3 2017 in Review

31 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2017, worth a combined $91.6M — up 12% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JPEM positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Wolf Group Capital Advisors, opening a new position worth an estimated $5.86M. The largest seller was UBS Group, cutting an estimated $12M.

  • 31 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2017, up from 29 in Q2 2017.
  • Funds reported $91.6M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2017, up 12% quarter-over-quarter.
  • 4 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2017 and 2 closed out, a net change of +2 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2017 was Wolf Group Capital Advisors, an estimated $5.86M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2017 was UBS Group, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2017.