JPMorgan Diversified Alternatives ETF
JPHF
JPHF was delisted on the 19th of June, 2020.
24 hedge funds and large institutions have $179M invested in JPMorgan Diversified Alternatives ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 7 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $182M → $179M (-$3.29M)
17% less funds holding
Funds holding: 29 → 24 (-5)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$13.1M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$3.26M |
| 3 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$2.26M |
| 4 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
+$250K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$11.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.14M |
| 4 |
Jane Street
New York
|
-$1.81M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citadel Advisors
Miami,
Florida
| – | -$702K | -29,234 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$179K | -7,441 | Closed |
|
|
AIC
28
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$29K | -1,190 | Closed |
|
|
PCIA
29
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$7K | -290 | Closed |
|
|
AF
30
Allworth Financial
Folsom,
California
| – | -$2K | -86 | Closed |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -58 | Closed |
|
JPHF Hedge Fund Activity: Q1 2019 in Review
24 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q1 2019, worth a combined $179M — down 1.8% from $182M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JPHF and 2 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Alaska Wealth Advisors, adding an estimated $13.1M. The largest seller was JP Morgan Chase, cutting an estimated $11.3M.
- 24 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q1 2019, down from 29 in Q4 2018.
- Funds reported $179M of JPMorgan Diversified Alternatives ETF stock for Q1 2019, down 1.8% quarter-over-quarter.
- 2 funds opened new JPMorgan Diversified Alternatives ETF positions in Q1 2019 and 7 closed out, a net change of -5 holders.
- The largest JPMorgan Diversified Alternatives ETF buyer in Q1 2019 was Alaska Wealth Advisors, an estimated $13.1M added.
- The largest JPMorgan Diversified Alternatives ETF seller in Q1 2019 was JP Morgan Chase, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2019.