JPMorgan Diversified Alternatives ETF
JPHF
JPHF was delisted on the 19th of June, 2020.
12 hedge funds and large institutions have $134M invested in JPMorgan Diversified Alternatives ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
77% more capital invested
Capital invested by funds: $75.6M → $134M (+$58.5M)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$49.7M |
| 2 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
+$7.68M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.41M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$341K |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$328K |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$10.9K |
| 3 |
PC
Premise Capital
Naperville,
Illinois
|
-$104 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $100M | +$49.7M | +1,913,143 | +98% |
|
|
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $13.1M | +$1.41M | +54,323 | +12% |
|
|
ST
3
Spinnaker Trust
Portland,
Maine
| $8.69M | +$341K | +13,141 | +4% |
|
|
HPWM
4
Highland Private Wealth Management
Bellevue,
Washington
| $7.69M | +$7.68M | +295,875 | New |
|
5
Axa
Paris,
France
| $1.51M | +$48.8K | +1,880 | +3% |
|
|
AP
6
Appleton Partners
Boston,
Massachusetts
| $1.42M | +$71.4K | +2,750 | +5% |
|
|
PC
7
Premise Capital
Naperville,
Illinois
| $1.05M | -$104 | -4 | -0% |
|
|
LFAS
8
Level Four Advisory Services
Dallas,
Texas
| $270K | +$269K | +10,372 | New |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $135K | +$7.92K | +305 | +6% |
|
|
SFSIG
10
San Francisco Sentry Investment Group
San Francisco,
California
| $52K | – | – | – |
|
|
OIA
11
OneDigital Investment Advisors
Overland Park,
Kansas
| $3K | -$10.9K | -420 | -80% |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
13
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$328K | -12,515 | Closed |
|
JPHF Hedge Fund Activity: Q3 2017 in Review
12 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q3 2017, worth a combined $134M — up 77% from $75.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPHF positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $49.7M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $328K sold.
- 12 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q3 2017, up from 11 in Q2 2017.
- Funds reported $134M of JPMorgan Diversified Alternatives ETF stock for Q3 2017, up 77% quarter-over-quarter.
- 2 funds opened new JPMorgan Diversified Alternatives ETF positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Alternatives ETF buyer in Q3 2017 was JP Morgan Chase, an estimated $49.7M added.
- The largest JPMorgan Diversified Alternatives ETF seller in Q3 2017 was Cambridge Investment Research Advisors, an estimated $328K sold.
Based on aggregated 13F filings for Q3 2017.