JPMorgan Diversified Return Global Equity ETF
JPGE
JPGE was delisted on the 19th of June, 2020.
32 hedge funds and large institutions have $114M invested in JPMorgan Diversified Return Global Equity ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
87% more capital invested
Capital invested by funds: $61M → $114M (+$53.3M)
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more funds holding
Funds holding: 26 → 32 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$49.5M |
| 2 |
Jane Street
New York
|
+$6.62M |
| 3 |
Morgan Stanley
New York
|
+$3.97M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.76M |
| 5 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$3.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$17.9M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$2.01M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$929K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$575K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
26
Tortoise Investment Management
White Plains,
New York
| $214K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $99K | +$100K | +1,600 | New |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $43.2K | +$43.9K | +700 | New |
|
|
SFSIG
29
San Francisco Sentry Investment Group
San Francisco,
California
| $37K | – | – | – |
|
|
WAP
30
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $29K | – | – | – |
|
|
SFM
31
Signet Financial Management
Parsippany,
New Jersey
| $11K | +$10.9K | +174 | New |
|
|
FAM
32
Formidable Asset Management
Cincinnati,
Ohio
| – | -$2.01M | -32,188 | Closed |
|
|
LNC
33
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$279K | -4,456 | Closed |
|
JPGE Hedge Fund Activity: Q1 2018 in Review
32 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q1 2018, worth a combined $114M — up 87% from $61M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPGE positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $49.5M. The largest seller was JP Morgan Chase, cutting an estimated $17.9M.
- 32 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q1 2018, up from 26 in Q4 2017.
- Funds reported $114M of JPMorgan Diversified Return Global Equity ETF stock for Q1 2018, up 87% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q1 2018 and 2 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return Global Equity ETF buyer in Q1 2018 was Total Investment Management, an estimated $49.5M added.
- The largest JPMorgan Diversified Return Global Equity ETF seller in Q1 2018 was JP Morgan Chase, an estimated $17.9M sold.
Based on aggregated 13F filings for Q1 2018.