JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
44 hedge funds and large institutions have $127M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 2 closing their positions.
420% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 5
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
42% more capital invested
Capital invested by funds: $89M → $127M (+$37.6M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 38 → 44 (+6)
5.41% more ownership
Funds ownership: 52.63% → 58.04% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$5.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$3.97M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$3.54M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.63M |
| 5 |
Morgan Stanley
New York
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$3.97M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$793K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$30.3K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$8.41K |
| 5 |
EWM
Edge Wealth Management
New York
|
-$3K |
JPEM Hedge Fund Activity: Q1 2018 in Review
44 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q1 2018, worth a combined $127M — up 42% from $89M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPEM positions and 2 closed out — a net gain of 6 holders — while 26 added to existing stakes and 5 trimmed.
The largest buyer was GW & Wade, adding an estimated $5.1M. The largest seller was WealthTrust Fairport, cutting an estimated $3.97M.
- 44 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q1 2018, up from 38 in Q4 2017.
- Funds reported $127M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q1 2018, up 42% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q1 2018 and 2 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q1 2018 was GW & Wade, an estimated $5.1M added.
- The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q1 2018 was WealthTrust Fairport, an estimated $3.97M sold.
Based on aggregated 13F filings for Q1 2018.