JPMorgan Diversified Alternatives ETF
JPHF
JPHF was delisted on the 19th of June, 2020.
29 hedge funds and large institutions have $182M invested in JPMorgan Diversified Alternatives ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
26% more funds holding
Funds holding: 23 → 29 (+6)
16% more capital invested
Capital invested by funds: $157M → $182M (+$25.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.6M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$10.2M |
| 3 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$10M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 5 |
Jane Street
New York
|
+$952K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.21M |
| 2 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
-$8.68M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$2.08M |
| 4 |
PC
Premise Capital
Naperville,
Illinois
|
-$337K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $29K | +$28.9K | +1,190 | New |
|
|
PCIA
27
Prime Capital Investment Advisors
Overland Park,
Kansas
| $7K | +$7.03K | +290 | New |
|
|
AF
28
Allworth Financial
Folsom,
California
| $2K | +$2.09K | +86 | New |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
HPWM
30
Highland Private Wealth Management
Bellevue,
Washington
| – | -$8.68M | -348,475 | Closed |
|
|
PC
31
Premise Capital
Naperville,
Illinois
| – | -$337K | -39,073 | Closed |
|
|
OIA
32
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$37K | -1,470 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -110 | Closed |
|
JPHF Hedge Fund Activity: Q4 2018 in Review
29 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q4 2018, worth a combined $182M — up 16% from $157M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPHF positions and 4 closed out — a net gain of 7 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $17.6M. The largest seller was JP Morgan Chase, cutting an estimated $9.21M.
- 29 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q4 2018, up from 23 in Q3 2018.
- Funds reported $182M of JPMorgan Diversified Alternatives ETF stock for Q4 2018, up 16% quarter-over-quarter.
- 11 funds opened new JPMorgan Diversified Alternatives ETF positions in Q4 2018 and 4 closed out, a net change of +7 holders.
- The largest JPMorgan Diversified Alternatives ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $17.6M added.
- The largest JPMorgan Diversified Alternatives ETF seller in Q4 2018 was JP Morgan Chase, an estimated $9.21M sold.
Based on aggregated 13F filings for Q4 2018.