JPMorgan Diversified Alternatives ETF
JPHF
JPHF was delisted on the 19th of June, 2020.
19 hedge funds and large institutions have $149M invested in JPMorgan Diversified Alternatives ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
12% more funds holding
Funds holding: 17 → 19 (+2)
4% more capital invested
Capital invested by funds: $143M → $149M (+$5.78M)
11.26% less ownership
Funds ownership: 88.34% → 77.08% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.33M |
| 2 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
+$3.18M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$2.27M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.25M |
| 5 |
Jane Street
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
-$8.09M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.02M |
| 3 |
CCM
Crabel Capital Management
Los Angeles,
California
|
-$219K |
| 4 |
LPL Financial
San Diego,
California
|
-$77.2K |
| 5 |
PC
Premise Capital
Naperville,
Illinois
|
-$62.9K |
JPHF Hedge Fund Activity: Q1 2018 in Review
19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Alternatives ETF (JPHF) for Q1 2018, worth a combined $149M — up 4% from $143M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPHF positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $9.33M. The largest seller was Highland Private Wealth Management, exiting entirely with an estimated $8.09M sold.
- 19 institutional investors held JPMorgan Diversified Alternatives ETF (JPHF) as of Q1 2018, up from 17 in Q4 2017.
- Funds reported $149M of JPMorgan Diversified Alternatives ETF stock for Q1 2018, up 4% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Alternatives ETF positions in Q1 2018 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Alternatives ETF buyer in Q1 2018 was Brinker Capital Investments, an estimated $9.33M added.
- The largest JPMorgan Diversified Alternatives ETF seller in Q1 2018 was Highland Private Wealth Management, an estimated $8.09M sold.
Based on aggregated 13F filings for Q1 2018.