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JPMorgan Diversified Return International Equity ETF

134 hedge funds and large institutions have $1.04B invested in JPMorgan Diversified Return International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

19% more funds holding

Funds holding: 113134 (+21)

0.94% less ownership

Funds ownership: 77.44%76.5% (-0.94%)

16% less capital invested

Capital invested by funds: $1.24B → $1.04B (-$203M)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.36%
New
38
Increased
37
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
101
Jaffetilchin Investment Partners
Florida
$250K -$4.61M -86,368 -95%
IFA
102
Interactive Financial Advisors
Illinois
$227K +$6.25K +117 +3%
RJT
103
Raymond James Trust
Florida
$226K -$23.3K -437 -9%
TF
104
TimeScale Financial
Massachusetts
$214K +$224K +4,197 New
ICM
105
IMS Capital Management
Oregon
$214K +$225K +4,204 New
W
106
Wealthquest
Ohio
$204K +$214K +4,011 New
AF
107
Allworth Financial
California
$153K -$11.1M -207,222 -99%
SFC
108
SYM Financial Corp
Indiana
$146K +$36.1K +675 +31%
AF
109
Advisornet Financial
Minnesota
$135K
KBFS
110
Kohmann Bosshard Financial Services
Ohio
$119K
ESB
111
Essex Savings Bank
Connecticut
$101K +$106K +1,988 New
Citigroup
112
Citigroup
New York
$54K
SAM
113
Shamrock Asset Management
Texas
$19K -$4.38K -82 -18%
SFA
114
Semmax Financial Advisors
North Carolina
$19K +$19.7K +368 New
AWM
115
Avior Wealth Management
Nebraska
$18K +$19.3K +362 New
PB
116
Pinnacle Bancorp
Nebraska
$17K +$17.6K +330 New
WTB
117
Washington Trust Bank
Washington
$16K -$25.2K -471 -60%
GI
118
Gradient Investments
Minnesota
$16K
CFGS
119
Concourse Financial Group Securities
Alabama
$16K +$17K +319 New
ASN
120
Advisory Services Network
Georgia
$12K -$320K -5,995 -96%
BSG
121
Black Swift Group
Colorado
$12K
US Bancorp
122
US Bancorp
Minnesota
$9K -$28.3K -530 -74%
HS
123
Horan Securities
United States
$9K
AIM
124
Astor Investment Management
Illinois
$7K -$28.1M -525,627 -100%
MIM
125
Macroview Investment Management
Maryland
$7K

JPIN Hedge Fund Activity: Q4 2018 in Review

134 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2018, worth a combined $1.04B — down 16% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPIN positions and 17 closed out — a net gain of 21 holders — while 37 added to existing stakes and 49 trimmed.

The largest buyer was Crestwood Advisors Group, opening a new position worth an estimated $48.8M. The largest seller was Brinker Capital Investments, cutting an estimated $35.1M.

  • 134 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2018, up from 113 in Q3 2018.
  • Funds reported $1.04B of JPMorgan Diversified Return International Equity ETF stock for Q4 2018, down 16% quarter-over-quarter.
  • 38 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2018 and 17 closed out, a net change of +21 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2018 was Crestwood Advisors Group, an estimated $48.8M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2018 was Brinker Capital Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2018.