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JPMorgan Diversified Return International Equity ETF

103 hedge funds and large institutions have $990M invested in JPMorgan Diversified Return International Equity ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

153% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 19

18% more funds holding

Funds holding: 87103 (+16)

18% more capital invested

Capital invested by funds: $841M → $990M (+$149M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.68% less ownership

Funds ownership: 79.4%78.72% (-0.68%)

81% less call options, than puts

Call options by funds: $462K | Put options by funds: $2.45M

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
2.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
25
Increased
48
Reduced
19
Closed
9
Calls
$462K
Puts
$2.45M
Net Calls
-$1.99M
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$957K +$20.5K +345 +2%
AA
52
Ancora Advisors
Ohio
$946K +$71.6K +1,205 +8%
SFG
53
SNS Financial Group
Minnesota
$915K -$36.7K -617 -4%
PV
54
Private Vista
Illinois
$864K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$862K +$565K +9,506 +196%
EWM
56
Edge Wealth Management
New York
$860K +$259K +4,362 +44%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$761K +$753K +12,676 New
SF
58
Synovus Financial
Georgia
$700K -$14K -236 -2%
PAG
59
Private Advisor Group
New Jersey
$669K -$678K -11,416 -51%
SCM
60
Stonehearth Capital Management
Massachusetts
$614K +$608K +10,233 New
LA
61
LexAurum Advisors
Kansas
$602K +$576K +9,697 New
NFG
62
Next Financial Group
Texas
$551K -$29.7K -500 -5%
CFD
63
Creative Financial Designs
Indiana
$474K +$16.7K +281 +4%
AI
64
Atria Investments
North Carolina
$396K +$33.8K +569 +9%
SDWMA
65
Schneider Downs Wealth Management Advisors
Pennsylvania
$340K +$336K +5,657 New
IH
66
IFC Holdings
Florida
$338K +$24.6K +414 +8%
EWF
67
Epstein & White Financial
California
$338K +$329K +5,532 New
MCM
68
MAI Capital Management
Ohio
$329K -$87.2K -1,468 -21%
LNC
69
Lincoln National Corp
Pennsylvania
$318K +$314K +5,292 New
ASN
70
Advisory Services Network
Georgia
$283K -$13.9K -234 -5%
HPC
71
Hobart Private Capital
North Carolina
$269K +$266K +4,483 New
SFSIG
72
San Francisco Sentry Investment Group
California
$264K +$98.3K +1,655 +61%
FA
73
FDx Advisors
Illinois
$263K -$7.07K -119 -3%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$240K
VAM
75
Visionary Asset Management
Texas
$238K -$7.31K -123 -3%

JPIN Hedge Fund Activity: Q4 2017 in Review

103 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2017, worth a combined $990M — up 18% from $841M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JPIN positions and 9 closed out — a net gain of 16 holders — while 48 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $14.7M sold.

  • 103 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $990M of JPMorgan Diversified Return International Equity ETF stock for Q4 2017, up 18% quarter-over-quarter.
  • 25 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2017 and 9 closed out, a net change of +16 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2017 was Raymond James Financial Services Advisors, an estimated $16M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2017 was Citadel Advisors, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2017.