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JPMorgan Diversified Return International Equity ETF

94 hedge funds and large institutions have $286M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

4% more funds holding

Funds holding: 9094 (+4)

7.31% less ownership

Funds ownership: 71.31%64% (-7.3%)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

49% less capital invested

Capital invested by funds: $564M → $286M (-$279M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMM
51
Mendel Money Management
Illinois
$410K -$53 -1 -0%
MML Investors Services
52
MML Investors Services
Massachusetts
$398K -$23.6K -446 -5%
AWM
53
Apollon Wealth Management
South Carolina
$371K -$1.31M -24,704 -78%
IWN
54
Independent Wealth Network
Iowa
$360K -$5.34K -101 -1%
GM
55
GeoWealth Management
Illinois
$334K -$3.3M -62,390 -91%
Renaissance Technologies
56
Renaissance Technologies
New York
$333K +$339K +6,410 New
WFAG
57
Worth Financial Advisory Group
North Carolina
$323K +$13.8K +260 +4%
Stifel Financial
58
Stifel Financial
Missouri
$318K -$3.86K -73 -1%
SCA
59
Snowden Capital Advisors
New York
$311K +$1.8K +34 +0.6%
KCM
60
Kathmere Capital Management
Pennsylvania
$300K +$306K +5,775 New
FFG
61
Frisch Financial Group
New York
$280K +$7.2K +136 +3%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$270K +$3.28K +62 +1%
LNC
63
Lincoln National Corp
Pennsylvania
$270K -$2.03M -38,430 -88%
AAS
64
Avantax Advisory Services
Texas
$248K +$2.43K +46 +1%
HighTower Advisors
65
HighTower Advisors
Illinois
$245K -$283K -5,355 -53%
KPWS
66
Kestra Private Wealth Services
Texas
$240K -$1.01K -19 -0.4%
BCI
67
Brinker Capital Investments
Pennsylvania
$239K +$244K +4,612 New
OPS
68
Orion Portfolio Solutions
Nebraska
$239K +$244K +4,612 New
Citigroup
69
Citigroup
New York
$233K -$6.83K -129 -3%
US Bancorp
70
US Bancorp
Minnesota
$219K
HPC
71
HM Payson & Co
Maine
$218K
HFG
72
Heron Financial Group
New York
$212K
EBA
73
Eagle Bay Advisors
New York
$179K
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$172K +$111K +2,092 +2,906%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$169K +$83.7K +1,582 +95%

JPIN Hedge Fund Activity: Q2 2023 in Review

94 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2023, worth a combined $286M — down 49% from $564M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIN positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $20.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $327M.

  • 94 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $286M of JPMorgan Diversified Return International Equity ETF stock for Q2 2023, down 49% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2023 and 7 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2023 was Citadel Advisors, an estimated $20.1M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2023.