JPMorgan Diversified Return Global Equity ETF
JPGE
JPGE was delisted on the 19th of June, 2020.
34 hedge funds and large institutions have $30.9M invested in JPMorgan Diversified Return Global Equity ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 10 closing their positions.
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
3% less ownership
Funds ownership: 46.07% → 43.06% (-3%)
19% less funds holding
Funds holding: 42 → 34 (-8)
46% less capital invested
Capital invested by funds: $57.3M → $30.9M (-$26.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.92M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.65M |
| 3 |
Goldman Sachs
New York
|
+$1.3M |
| 4 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
+$1.25M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.29M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.09M |
| 3 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$3.33M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$3.15M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.58M |
JPGE Hedge Fund Activity: Q1 2020 in Review
34 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return Global Equity ETF (JPGE) for Q1 2020, worth a combined $30.9M — down 46% from $57.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPGE and 5 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 11 added.
The largest buyer was Ameriprise, adding an estimated $4.92M. The largest seller was Morgan Stanley, cutting an estimated $9.29M.
- 34 institutional investors held JPMorgan Diversified Return Global Equity ETF (JPGE) as of Q1 2020, down from 42 in Q4 2019.
- Funds reported $30.9M of JPMorgan Diversified Return Global Equity ETF stock for Q1 2020, down 46% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return Global Equity ETF positions in Q1 2020 and 10 closed out, a net change of -5 holders.
- The largest JPMorgan Diversified Return Global Equity ETF buyer in Q1 2020 was Ameriprise, an estimated $4.92M added.
- The largest JPMorgan Diversified Return Global Equity ETF seller in Q1 2020 was Morgan Stanley, an estimated $9.29M sold.
Based on aggregated 13F filings for Q1 2020.