JPMorgan Diversified Alternatives ETF
JPHF
JPHF was delisted on the 19th of June, 2020.
27 hedge funds and large institutions have $81.2M invested in JPMorgan Diversified Alternatives ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
13% more funds holding
Funds holding: 24 → 27 (+3)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
5% less capital invested
Capital invested by funds: $85.5M → $81.2M (-$4.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.41M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.26M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$415K |
| 4 |
Jane Street
New York
|
+$377K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.46M |
| 2 |
Axa
Paris,
France
|
-$2.26M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$1.25M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$810K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$566K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $29K | +$30.6K | +1,238 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | +$3.76K | +152 | New |
|
|
28
Axa
Paris,
France
| – | -$2.26M | -90,650 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$566K | -22,701 | Closed |
|
|
GM
30
GeoWealth Management
Chicago,
Illinois
| – | -$416K | -16,684 | Closed |
|
|
FWM
31
Frontier Wealth Management
Kansas City,
Missouri
| – | -$209K | -8,375 | Closed |
|
JPHF Hedge Fund Activity: Q4 2019 in Review
27 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q4 2019, worth a combined $81.2M — down 5% from $85.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPHF positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.41M. The largest seller was JP Morgan Chase, cutting an estimated $4.46M.
- 27 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q4 2019, up from 24 in Q3 2019.
- Funds reported $81.2M of JPMorgan Diversified Alternatives ETF stock for Q4 2019, down 5% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Alternatives ETF positions in Q4 2019 and 4 closed out, a net change of +4 holders.
- The largest JPMorgan Diversified Alternatives ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $3.41M added.
- The largest JPMorgan Diversified Alternatives ETF seller in Q4 2019 was JP Morgan Chase, an estimated $4.46M sold.
Based on aggregated 13F filings for Q4 2019.