JPMorgan Diversified Alternatives ETF
JPHF
JPHF was delisted on the 19th of June, 2020.
24 hedge funds and large institutions have $54.9M invested in JPMorgan Diversified Alternatives ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 3 closing their positions.
11% less funds holding
Funds holding: 27 → 24 (-3)
32% less capital invested
Capital invested by funds: $81.2M → $54.9M (-$26.3M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.28M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$365K |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$269K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$124K |
| 5 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$7.08M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$2.1M |
| 3 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$1.77M |
| 4 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
-$988K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$641K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$396K | -16,777 | Closed |
|
27
Truist Financial
Charlotte,
North Carolina
| – | -$219K | -9,277 | Closed |
|
JPHF Hedge Fund Activity: Q1 2020 in Review
24 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q1 2020, worth a combined $54.9M — down 32% from $81.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JPHF and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 6 added.
The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $1.28M. The largest seller was JP Morgan Chase, cutting an estimated $7.08M.
- 24 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q1 2020, down from 27 in Q4 2019.
- Funds reported $54.9M of JPMorgan Diversified Alternatives ETF stock for Q1 2020, down 32% quarter-over-quarter.
- 2 funds opened new JPMorgan Diversified Alternatives ETF positions in Q1 2020 and 3 closed out, a net change of -1 holder.
- The largest JPMorgan Diversified Alternatives ETF buyer in Q1 2020 was Orion Portfolio Solutions, an estimated $1.28M added.
- The largest JPMorgan Diversified Alternatives ETF seller in Q1 2020 was JP Morgan Chase, an estimated $7.08M sold.
Based on aggregated 13F filings for Q1 2020.