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JPMorgan Diversified Return International Equity ETF

57 hedge funds and large institutions have $437M invested in JPMorgan Diversified Return International Equity ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

30% more funds holding

Funds holding: 4457 (+13)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more capital invested

Capital invested by funds: $379M → $437M (+$58.1M)

1.5% less ownership

Funds ownership: 80.61%79.11% (-1.5%)

Holders
57
Holders Change
+13
Holders Change %
+29.55%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
15
Increased
28
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$55M +$53.7M +1,079,769 +2,388%
JP Morgan Chase
2
JP Morgan Chase
New York
$52.7M +$3.95M +79,373 +8%
CPO
3
Cerity Partners OCIO
New York
$52.1M +$4.9M +98,566 +10%
BCI
4
Brinker Capital Investments
Pennsylvania
$47.8M +$3.28M +65,976 +7%
Wells Fargo
5
Wells Fargo
California
$23.2M -$370K -7,441 -2%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$22.9M -$77.5K -1,557 -0.3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$5.96M +119,832 +43%
AIM
8
Astor Investment Management
Illinois
$18.7M +$548K +11,006 +3%
Morgan Stanley
9
Morgan Stanley
New York
$17.9M -$928K -18,648 -5%
NA
10
Nottingham Advisors
New York
$17M +$929K +18,677 +6%
BFG
11
Bouchey Financial Group
New York
$15M -$2.63M -52,795 -15%
LWA
12
Lenox Wealth Advisors
New York
$12.9M +$13.1M +262,990 New
UBS Group
13
UBS Group
Switzerland
$12M -$662K -13,304 -5%
FWM
14
Frontier Wealth Management
Missouri
$11.6M -$1.51M -30,280 -11%
DE
15
Day & Ennis
Georgia
$7.78M +$100K +2,020 +1%
Jane Street
16
Jane Street
New York
$6.94M +$6.77M +136,046 +2,388%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.9M +$471K +9,466 +7%
Bank of America
18
Bank of America
North Carolina
$6.54M -$1.4M -28,112 -17%
CFA
19
Carroll Financial Associates
North Carolina
$5.07M +$902K +18,140 +21%
CB
20
Community Bank
New York
$3.56M +$721K +14,500 +25%
LPL Financial
21
LPL Financial
California
$2.86M +$1.93M +38,716 +199%
AWM
22
AE Wealth Management
Kansas
$1.86M +$1.89M +38,076 New
SS
23
Simplicity Solutions
Minnesota
$1.85M +$1.57M +31,598 +511%
SFM
24
Signet Financial Management
New Jersey
$1.44M +$184K +3,697 +14%
QA
25
Quantitative Advantage
Minnesota
$1.34M +$1.37M +27,467 New

JPIN Hedge Fund Activity: Q4 2016 in Review

57 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2016, worth a combined $437M — up 15% from $379M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JPIN positions and 1 closed out — a net gain of 14 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Ameriprise, adding an estimated $53.7M. The largest seller was Aviance Capital Management, cutting an estimated $14.2M.

  • 57 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2016, up from 44 in Q3 2016.
  • Funds reported $437M of JPMorgan Diversified Return International Equity ETF stock for Q4 2016, up 15% quarter-over-quarter.
  • 15 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2016 and 1 closed out, a net change of +14 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2016 was Ameriprise, an estimated $53.7M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2016 was Aviance Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2016.