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JPMorgan Diversified Return International Equity ETF

90 hedge funds and large institutions have $564M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $601M → $564M (-$36.7M)

6.79% less ownership

Funds ownership: 78.1%71.31% (-6.8%)

9% less funds holding

Funds holding: 9990 (-9)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
90
Holders Change
-9
Holders Change %
-9.09%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
7
Increased
32
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
76
Resources Management Corp
Connecticut
$39K -$144K -2,790 -93%
BCMLT
77
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.1K
AA
78
Ancora Advisors
Ohio
$23.7K
TFA
79
Transamerica Financial Advisors
Florida
$20K +$18.4K +357 +1,428%
CIAS
80
Capital Investment Advisory Services
North Carolina
$18.2K
FFA
81
Founders Financial Alliance
North Carolina
$17.9K
EWM
82
EPG Wealth Management
Georgia
$16.1K +$52 +1 +0.3%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$15.8K +$4.59K +89 +42%
HS
84
Horan Securities
United States
$8.58K
APC
85
Aspire Private Capital
North Carolina
$6.75K
ACA
86
Aptus Capital Advisors
Alabama
$4.71K
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.71K
ASN
88
Advisory Services Network
Georgia
$4.6K
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$3.77K -$1.55K -30 -29%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$2.14K +$71.1K +1,377 +3%
Goldman Sachs
91
Goldman Sachs
New York
-$1.6M -32,426 Closed
NA
92
NewEdge Advisors
Louisiana
-$1.32M -26,693 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$591K -11,988 Closed
Renaissance Technologies
94
Renaissance Technologies
New York
-$404K -8,200 Closed
BF
95
BOK Financial
Oklahoma
-$388K -7,869 Closed
DAS
96
Dynamic Advisor Solutions
Arizona
-$221K -4,479 Closed
OPA
97
Old Port Advisors
Maine
-$203K -4,124 Closed
AssetMark Inc
98
AssetMark Inc
California
-$118K -2,395 Closed
OSAM
99
O'Shaughnessy Asset Management
Connecticut
-$23.8K -482 Closed
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
-$19.1K -386 Closed

JPIN Hedge Fund Activity: Q1 2023 in Review

90 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2023, worth a combined $564M — down 6.1% from $601M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPIN and 7 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 32 added.

The largest buyer was Citadel Advisors, adding an estimated $1.09M. The largest seller was Stonehearth Capital Management, cutting an estimated $8.6M.

  • 90 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2023, down from 99 in Q4 2022.
  • Funds reported $564M of JPMorgan Diversified Return International Equity ETF stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 7 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2023 and 13 closed out, a net change of -6 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.09M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2023 was Stonehearth Capital Management, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2023.