JPMorgan Diversified Return Global Equity ETF
JPGE
JPGE was delisted on the 19th of June, 2020.
36 hedge funds and large institutions have $144M invested in JPMorgan Diversified Return Global Equity ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more capital invested
Capital invested by funds: $120M → $144M (+$23.3M)
9% more funds holding
Funds holding: 33 → 36 (+3)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$45.5M |
| 2 |
Jane Street
New York
|
+$2.64M |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$1.57M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.5M |
| 5 |
Morgan Stanley
New York
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.11M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 5 |
Goldman Sachs
New York
|
-$640K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BEAM
26
Baker Ellis Asset Management
Vancouver,
Washington
| $190K | +$61K | +1,000 | +48% |
|
|
TIM
27
Tortoise Investment Management
White Plains,
New York
| $188K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $98K | -$69.8K | -1,144 | -42% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $82K | -$265K | -4,350 | -77% |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $43K | – | – | – |
|
|
SFSIG
31
San Francisco Sentry Investment Group
San Francisco,
California
| $37K | – | – | – |
|
|
SFM
32
Signet Financial Management
Parsippany,
New Jersey
| $35K | +$2.93K | +48 | +9% |
|
|
WAP
33
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $29K | – | – | – |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| $6K | +$5.67K | +93 | New |
|
|
CF
35
Centaurus Financial
Anaheim,
California
| $2.39K | -$2.11M | -34,505 | -100% |
|
|
36
Goldman Sachs
New York
| – | -$640K | -10,628 | Closed |
|
|
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$61K | -1,006 | Closed |
|
JPGE Hedge Fund Activity: Q3 2018 in Review
36 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q3 2018, worth a combined $144M — up 19% from $120M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPGE positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $45.5M. The largest seller was Ameriprise, cutting an estimated $12.4M.
- 36 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q3 2018, up from 33 in Q2 2018.
- Funds reported $144M of JPMorgan Diversified Return Global Equity ETF stock for Q3 2018, up 19% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q3 2018 and 2 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return Global Equity ETF buyer in Q3 2018 was Sowell Financial Services, an estimated $45.5M added.
- The largest JPMorgan Diversified Return Global Equity ETF seller in Q3 2018 was Ameriprise, an estimated $12.4M sold.
Based on aggregated 13F filings for Q3 2018.