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JPMorgan Diversified Return Emerging Markets Equity ETF

69 hedge funds and large institutions have $239M invested in JPMorgan Diversified Return Emerging Markets Equity ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $201M → $239M (+$37.7M)

9.54% more ownership

Funds ownership: 60.37%69.91% (+9.5%)

5% more funds holding

Funds holding: 6669 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
8
Increased
34
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hengehold Capital Management
Ohio
$21.2M -$179K -3,328 -0.8%
CW
2
CreativeOne Wealth
Kansas
$18M +$124K +2,293 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$15.4M +$2.08M +38,573 +15%
PFG
4
Pacific Financial Group
Washington
$14.7M +$6.78M +125,833 +91%
AssetMark Inc
5
AssetMark Inc
California
$11.9M -$1.55M -28,782 -11%
Citadel Advisors
6
Citadel Advisors
Florida
$10.8M +$10.6M +196,718 +2,349%
GM
7
GeoWealth Management
Illinois
$10.7M +$10.4M +192,857 +1,695%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.68M +$9.94M +184,425 +102,458%
MIAN
9
Mariner Independent Advisor Network
Kansas
$9.55M +$6.82M +126,598 +223%
GW
10
GW & Wade
Massachusetts
$9.08M -$736K -13,647 -7%
Ameriprise
11
Ameriprise
Minnesota
$9.05M +$1.19M +22,129 +15%
RW
12
RVW Wealth
California
$8.69M -$1.51M -28,102 -14%
UBS Group
13
UBS Group
Switzerland
$7.75M -$1.71M -31,797 -18%
AA
14
Ancora Advisors
Ohio
$7.46M -$244K -4,524 -3%
FWM
15
Frontier Wealth Management
Missouri
$6.34M -$802K -14,889 -11%
AMM
16
American Money Management
California
$5.55M +$249K +4,613 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.07M +$926K +17,190 +22%
WGCA
18
Wolf Group Capital Advisors
Virginia
$4.88M -$209K -3,885 -4%
PI
19
PHH Investments
Texas
$4.86M +$156K +2,894 +3%
Bank of America
20
Bank of America
North Carolina
$3.95M +$2M +37,154 +97%
Jane Street
21
Jane Street
New York
$3.82M +$3.93M +72,888 New
FCIM
22
Fairview Capital Investment Management
California
$3.44M +$216K +4,015 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.27M +$209K +3,869 +7%
Victory Capital Management
24
Victory Capital Management
Texas
$3.18M +$3.27M +60,700 New
RJA
25
Raymond James & Associates
Florida
$3.1M +$101K +1,879 +3%

JPEM Hedge Fund Activity: Q3 2019 in Review

69 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) for Q3 2019, worth a combined $239M — up 19% from $201M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JPEM positions and 5 closed out — a net gain of 3 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $10.6M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $3.38M sold.

  • 69 institutional investors held JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) as of Q3 2019, up from 66 in Q2 2019.
  • Funds reported $239M of JPMorgan Diversified Return Emerging Markets Equity ETF stock for Q3 2019, up 19% quarter-over-quarter.
  • 8 funds opened new JPMorgan Diversified Return Emerging Markets Equity ETF positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF buyer in Q3 2019 was Citadel Advisors, an estimated $10.6M added.
  • The largest JPMorgan Diversified Return Emerging Markets Equity ETF seller in Q3 2019 was United Services Automobile Association, an estimated $3.38M sold.

Based on aggregated 13F filings for Q3 2019.