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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$155K
SFC
77
SYM Financial Corp
Indiana
$149K
RMC
78
Resources Management Corp
Connecticut
$104K +$94.7K +1,790 +852%
CAL
79
Capital Analysts LLC
Pennsylvania
$56K +$1.43K +27 +3%
ST
80
Smithfield Trust
Pennsylvania
$44K
BCMLT
81
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.9K
AA
82
Ancora Advisors
Ohio
$23.6K
TFA
83
Transamerica Financial Advisors
Florida
$20K
CIAS
84
Capital Investment Advisory Services
North Carolina
$18K
FFA
85
Founders Financial Alliance
North Carolina
$17.4K
EWM
86
EPG Wealth Management
Georgia
$16.4K +$423 +8 +3%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$13K -$2.75K -52 -17%
AssetMark Inc
88
AssetMark Inc
California
$9.5K +$9.69K +183 New
HS
89
Horan Securities
United States
$8.52K
TSWM
90
Tyler-Stone Wealth Management
Ohio
$5K +$4.76K +90 New
ACA
91
Aptus Capital Advisors
Alabama
$3.12K -$1.59K -30 -33%
GWANC
92
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.12K -$1.59K -30 -33%
APC
93
Aspire Private Capital
North Carolina
$2.08K -$4.71K -89 -69%
TRCT
94
Tower Research Capital (TRC)
New York
$1.19K +$1.22K +23 New
SDWMA
95
Schneider Downs Wealth Management Advisors
Pennsylvania
-$789K -15,079 Closed
EWA
96
EP Wealth Advisors
California
-$43.4K -10,000 Closed
NAM
97
NorthCrest Asset Manangement
Minnesota
-$315K -6,021 Closed
AAS
98
Ameritas Advisory Services
Nebraska
-$160K -3,048 Closed
BAM
99
Belpointe Asset Management
Nevada
-$53.7K -1,027 Closed
FCA
100
Fortis Capital Advisors
Kansas
-$53.7K -1,027 Closed

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.