JPMorgan Diversified Return Global Equity ETF
JPGE
JPGE was delisted on the 19th of June, 2020.
33 hedge funds and large institutions have $120M invested in JPMorgan Diversified Return Global Equity ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $114M → $120M (+$6.28M)
3% more funds holding
Funds holding: 32 → 33 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.3M |
| 2 |
Morgan Stanley
New York
|
+$3.53M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.27M |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$879K |
| 5 |
Goldman Sachs
New York
|
+$659K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.83M |
| 2 |
Jane Street
New York
|
-$2.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.07M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$822K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $165K | +$70.9K | +1,144 | +72% |
|
|
BEAM
27
Baker Ellis Asset Management
Vancouver,
Washington
| $127K | +$130K | +2,100 | New |
|
|
JFGIW
28
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $61K | +$62.4K | +1,006 | New |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $42.2K | – | – | – |
|
|
SFSIG
30
San Francisco Sentry Investment Group
San Francisco,
California
| $36K | – | – | – |
|
|
SFM
31
Signet Financial Management
Parsippany,
New Jersey
| $31K | +$21.4K | +346 | +199% |
|
|
WAP
32
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $29K | – | – | – |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$2.83M | -45,853 | Closed |
|
|
FAAS
34
First Allied Advisory Services
San Diego,
California
| – | -$1.07M | -17,456 | Closed |
|
|
OMC
35
Old Mission Capital
Chicago,
Illinois
| – | -$480K | -7,777 | Closed |
|
JPGE Hedge Fund Activity: Q2 2018 in Review
33 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q2 2018, worth a combined $120M — up 5.5% from $114M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPGE positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Ameriprise, adding an estimated $12.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.83M sold.
- 33 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q2 2018, up from 32 in Q1 2018.
- Funds reported $120M of JPMorgan Diversified Return Global Equity ETF stock for Q2 2018, up 5.5% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q2 2018 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return Global Equity ETF buyer in Q2 2018 was Ameriprise, an estimated $12.3M added.
- The largest JPMorgan Diversified Return Global Equity ETF seller in Q2 2018 was Citadel Advisors, an estimated $2.83M sold.
Based on aggregated 13F filings for Q2 2018.