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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
BTS
76
BB&T Securities
Virginia
$218K +$216K +3,638 New
V
77
Veritable
Delaware
$208K
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$141K -$43.8K -737 -24%
IFA
79
Interactive Financial Advisors
Illinois
$141K +$115K +1,928 +453%
ACM
80
Aviance Capital Management
Florida
$139K -$14.7K -247 -10%
AF
81
Advisornet Financial
Minnesota
$79K +$77.8K +1,310 New
IWM
82
IHT Wealth Management
Illinois
$69K +$66.8K +1,125 New
GBBWRPM
83
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$68K +$64.5K +1,085 New
US Bancorp
84
US Bancorp
Minnesota
$61K +$13.9K +234 +30%
BWA
85
BDO Wealth Advisors
Florida
$58K +$6.89K +116 +14%
Citigroup
86
Citigroup
New York
$55K
SWP
87
Stratos Wealth Partners
Ohio
$46K +$45.7K +770 New
AWM
88
AllSquare Wealth Management
New York
$45K +$44.9K +755 New
FAAS
89
First Allied Advisory Services
California
$31K +$30.3K +510 New
TWA
90
TCI Wealth Advisors
Arizona
$29K
GI
91
Gradient Investments
Minnesota
$19K +$18.6K +313 New
IA
92
IFP Advisors
Florida
$18K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$17K -$28.4K -478 -63%
SAM
94
Shamrock Asset Management
Texas
$17K +$356 +6 +2%
SEI Investments
95
SEI Investments
Pennsylvania
$17K +$16.9K +284 New
DBT
96
Dubuque Bank & Trust
Iowa
$14K
TCM
97
TD Capital Management
Tennessee
$11K +$238 +4 +2%
HS
98
Horan Securities
United States
$10K
MIM
99
Macroview Investment Management
Maryland
$9K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$7K

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.