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JPMorgan Diversified Return International Equity ETF

134 hedge funds and large institutions have $1.04B invested in JPMorgan Diversified Return International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

19% more funds holding

Funds holding: 113134 (+21)

0.94% less ownership

Funds ownership: 77.44%76.5% (-0.94%)

16% less capital invested

Capital invested by funds: $1.24B → $1.04B (-$203M)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.36%
New
38
Increased
37
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFO
26
RiverGlades Family Offices
Florida
$7.67M +$8.04M +150,610 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.17M -$4.99M -93,409 -40%
BPB
28
Badgley, Phelps & Bell
Washington
$6.8M -$5.59M -104,724 -44%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.7M -$6.45M -120,837 -48%
RJA
30
Raymond James & Associates
Florida
$6.07M -$994K -18,605 -13%
CB
31
Community Bank
New York
$5.93M +$6.41K +120 +0.1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.84M +$1.74M +32,623 +40%
SCM
33
Sterneck Capital Management
Missouri
$5.82M +$3.59M +67,223 +143%
BWA
34
BDO Wealth Advisors
Florida
$5.77M +$633K +11,859 +12%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.08M +$2.59M +48,485 +94%
SDWMA
36
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.07M +$3.64M +68,190 +217%
GW
37
GW & Wade
Massachusetts
$4.42M +$2M +37,385 +76%
SF
38
Synovus Financial
Georgia
$4.37M +$3.14M +58,809 +218%
QA
39
Quantitative Advantage
Minnesota
$3.62M -$144K -2,692 -4%
FCIM
40
Fairview Capital Investment Management
California
$3.04M +$1.21M +22,700 +61%
MIAN
41
Mariner Independent Advisor Network
Kansas
$2.81M -$2.12M -39,758 -43%
FCFC
42
First Commonwealth Financial Corp
Pennsylvania
$2.8M +$174K +3,255 +6%
LFGH
43
Lee Financial Group Hawaii
Hawaii
$2.6M +$2.72M +50,990 New
MML Investors Services
44
MML Investors Services
Massachusetts
$2.56M -$103K -1,930 -4%
FTUS
45
Flow Traders U.S.
New York
$2.48M +$2.6M +48,769 New
AAS
46
Avantax Advisory Services
Texas
$2.47M +$2.59M +48,557 New
HighTower Advisors
47
HighTower Advisors
Illinois
$2.36M +$686K +12,844 +38%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$2.12M -$978K -18,306 -31%
AG
49
Advisor Group
Arizona
$2.09M +$137K +2,564 +7%
MCM
50
MAI Capital Management
Ohio
$2.05M +$1.64M +30,655 +321%

JPIN Hedge Fund Activity: Q4 2018 in Review

134 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2018, worth a combined $1.04B — down 16% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPIN positions and 17 closed out — a net gain of 21 holders — while 37 added to existing stakes and 49 trimmed.

The largest buyer was Crestwood Advisors Group, opening a new position worth an estimated $48.8M. The largest seller was Brinker Capital Investments, cutting an estimated $35.1M.

  • 134 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2018, up from 113 in Q3 2018.
  • Funds reported $1.04B of JPMorgan Diversified Return International Equity ETF stock for Q4 2018, down 16% quarter-over-quarter.
  • 38 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2018 and 17 closed out, a net change of +21 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2018 was Crestwood Advisors Group, an estimated $48.8M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2018 was Brinker Capital Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2018.