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JPMorgan Diversified Return International Equity ETF

89 hedge funds and large institutions have $231M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 64%63.53% (-0.47%)

5% less funds holding

Funds holding: 9489 (-5)

19% less capital invested

Capital invested by funds: $286M → $231M (-$54.7M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 48

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
24
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
76
SYM Financial Corp
Indiana
$42.6K -$106K -2,032 -71%
GM
77
GeoWealth Management
Illinois
$33K -$304K -5,807 -90%
BCMLT
78
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.9K
AA
79
Ancora Advisors
Ohio
$22.9K
CIAS
80
Capital Investment Advisory Services
North Carolina
$17.5K
FFA
81
Founders Financial Alliance
North Carolina
$16.9K
EWM
82
EPG Wealth Management
Georgia
$16.1K +$157 +3 +0.9%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$11.8K -$941 -18 -7%
TSWM
84
Tyler-Stone Wealth Management
Ohio
$5K
ACA
85
Aptus Capital Advisors
Alabama
$3.03K
GWANC
86
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.03K
PA
87
Parallel Advisors
California
$1.99K +$2.04K +39 New
TRCT
88
Tower Research Capital (TRC)
New York
$506 -$680 -13 -57%
AssetMark Inc
89
AssetMark Inc
California
$152 -$9.41K -180 -98%
VF
90
Virtu Financial
New York
-$412K -7,930 Closed
Renaissance Technologies
91
Renaissance Technologies
New York
-$333K -6,410 Closed
SCA
92
Snowden Capital Advisors
New York
-$311K -5,983 Closed
FFG
93
Frisch Financial Group
New York
-$280K -5,387 Closed
HighTower Advisors
94
HighTower Advisors
Illinois
-$245K -4,730 Closed
EBA
95
Eagle Bay Advisors
New York
-$179K -3,446 Closed
TFA
96
Transamerica Financial Advisors
Florida
-$20K -382 Closed
HS
97
Horan Securities
United States
-$8.52K -164 Closed
APC
98
Aspire Private Capital
North Carolina
-$2.08K -40 Closed

JPIN Hedge Fund Activity: Q3 2023 in Review

89 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2023, worth a combined $231M — down 19% from $286M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JPIN and 5 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 24 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $10.5M. The largest seller was CreativeOne Wealth, cutting an estimated $22.2M.

  • 89 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2023, down from 94 in Q2 2023.
  • Funds reported $231M of JPMorgan Diversified Return International Equity ETF stock for Q3 2023, down 19% quarter-over-quarter.
  • 5 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2023 and 9 closed out, a net change of -4 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $10.5M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2023 was CreativeOne Wealth, an estimated $22.2M sold.

Based on aggregated 13F filings for Q3 2023.