JPMorgan Diversified Return Global Equity ETF
JPGE
JPGE was delisted on the 19th of June, 2020.
36 hedge funds and large institutions have $146M invested in JPMorgan Diversified Return Global Equity ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 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)
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
21% more capital invested
Capital invested by funds: $120M → $146M (+$25.7M)
17.81% more ownership
Funds ownership: 54.05% → 71.87% (+18%)
9% more funds holding
Funds holding: 33 → 36 (+3)
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 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
| 4 |
Goldman Sachs
New York
|
-$640K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$612K |
JPGE Hedge Fund Activity: Q3 2018 in Review
36 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q3 2018, worth a combined $146M — up 21% 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 14 added to existing stakes and 11 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 $146M of JPMorgan Diversified Return Global Equity ETF stock for Q3 2018, up 21% 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.