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JPMorgan Diversified Return Emerging Markets Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

16% more funds holding

Funds holding: 3844 (+6)

5.41% more ownership

Funds ownership: 52.63%58.04% (+5.4%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
8
Increased
26
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hengehold Capital Management
Ohio
$15.7M +$52.1K +849 +0.3%
CW
2
CreativeOne Wealth
Kansas
$10.1M +$10.2M +166,981 New
FWM
3
Frontier Wealth Management
Missouri
$9.38M +$121K +1,970 +1%
Bank of America
4
Bank of America
North Carolina
$8.54M +$8.41K +137 +0.1%
UBS Group
5
UBS Group
Switzerland
$7.47M +$715K +11,658 +10%
WGCA
6
Wolf Group Capital Advisors
Virginia
$6.98M +$258K +4,211 +4%
MIAN
7
Mariner Independent Advisor Network
Kansas
$6.02M +$493K +8,028 +9%
Morgan Stanley
8
Morgan Stanley
New York
$5.86M +$2.61M +42,572 +79%
Ameriprise
9
Ameriprise
Minnesota
$5.81M +$2.63M +42,890 +81%
AMM
10
American Money Management
California
$5.64M +$747K +12,182 +15%
GW
11
GW & Wade
Massachusetts
$5.59M +$5.1M +83,162 +914%
JIP
12
Jaffetilchin Investment Partners
Florida
$5.18M +$3.54M +57,640 +207%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.15M +$1.85M +30,098 +79%
AssetMark Inc
14
AssetMark Inc
California
$3.92M +$3.97M +64,648 New
USAA
15
United Services Automobile Association
Texas
$3.13M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.08M -$30.3K -494 -1%
RJA
17
Raymond James & Associates
Florida
$2.76M +$559K +9,107 +25%
Jane Street
18
Jane Street
New York
$2.63M +$2.21M +35,999 +483%
AA
19
Ancora Advisors
Ohio
$2.19M +$43.1K +702 +2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.98M +$231K +3,757 +13%
LPL Financial
21
LPL Financial
California
$1.48M +$355K +5,787 +31%
AEPG
22
American Economic Planning Group
New Jersey
$1.28M +$1.29M +21,090 New
AI
23
Atria Investments
North Carolina
$1.28M +$1.29M +21,090 New
BTS
24
BB&T Securities
Virginia
$1.22M +$235K +3,834 +23%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.13M +$39.4K +642 +4%

JPEM Hedge Fund Activity: Q1 2018 in Review

44 of the 4,364 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.