JPMorgan Diversified Return International Equity ETF
JPIN
57 hedge funds and large institutions have $437M invested in JPMorgan Diversified Return International Equity ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
30% more funds holding
Funds holding: 44 → 57 (+13)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $379M → $437M (+$58.1M)
1.5% less ownership
Funds ownership: 80.61% → 79.11% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$53.7M |
| 2 |
LWA
Lenox Wealth Advisors
New York
|
+$13.1M |
| 3 |
Jane Street
New York
|
+$6.77M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.96M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$14.2M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$2.63M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$1.51M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.4M |
| 5 |
Morgan Stanley
New York
|
-$928K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | -$83.2K | -1,673 | -77% |
|
52
US Bancorp
Minneapolis,
Minnesota
| $15K | +$15K | +301 | New |
|
|
DBT
53
Dubuque Bank & Trust
Dubuque,
Iowa
| $11K | – | – | – |
|
|
AC
54
Alexandria Capital
Arlington,
Virginia
| $10K | – | – | – |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $10K | +$10.2K | +206 | New |
|
|
SAM
56
Shamrock Asset Management
Dallas,
Texas
| $9K | +$8.9K | +179 | New |
|
|
GI
57
Gradient Investments
Arden Hills,
Minnesota
| $6K | +$5.72K | +115 | New |
|
58
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$806K | -15,396 | Closed |
|
JPIN Hedge Fund Activity: Q4 2016 in Review
57 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2016, worth a combined $437M — up 15% from $379M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JPIN positions and 1 closed out — a net gain of 14 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, adding an estimated $53.7M. The largest seller was Aviance Capital Management, cutting an estimated $14.2M.
- 57 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2016, up from 44 in Q3 2016.
- Funds reported $437M of JPMorgan Diversified Return International Equity ETF stock for Q4 2016, up 15% quarter-over-quarter.
- 15 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2016 and 1 closed out, a net change of +14 holders.
- The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2016 was Ameriprise, an estimated $53.7M added.
- The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2016 was Aviance Capital Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2016.