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JPMorgan Diversified Return International Equity ETF

66 hedge funds and large institutions have $564M invested in JPMorgan Diversified Return International Equity ETF in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

29% more capital invested

Capital invested by funds: $437M → $564M (+$127M)

16% more funds holding

Funds holding: 5766 (+9)

4.74% more ownership

Funds ownership: 79.11%83.85% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.64%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
14
Increased
32
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$85.2M +$24.6M +481,032 +43%
CPO
2
Cerity Partners OCIO
New York
$62M +$5.35M +104,369 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$42.7M -$13.9M -271,322 -25%
BCI
4
Brinker Capital Investments
Pennsylvania
$42.2M -$9.28M -181,219 -19%
Morgan Stanley
5
Morgan Stanley
New York
$39.3M +$19.2M +374,672 +102%
Jane Street
6
Jane Street
New York
$27.1M +$18.9M +368,463 +260%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$26.1M +$1.59M +31,091 +7%
Wells Fargo
8
Wells Fargo
California
$26M +$848K +16,545 +3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$25.9M +$4.6M +89,743 +22%
NA
10
Nottingham Advisors
New York
$22.7M +$4.11M +80,290 +23%
AIM
11
Astor Investment Management
Illinois
$20.3M -$43.7K -853 -0.2%
UBS Group
12
UBS Group
Switzerland
$20M +$6.76M +131,980 +54%
GFPC
13
Global Financial Private Capital
Florida
$17.3M +$16.8M +326,919 New
BFG
14
Bouchey Financial Group
New York
$16.9M +$667K +13,010 +4%
LWA
15
Lenox Wealth Advisors
New York
$15.1M +$1.07M +20,932 +8%
FWM
16
Frontier Wealth Management
Missouri
$14.2M +$1.54M +30,028 +13%
Bank of America
17
Bank of America
North Carolina
$8.88M +$1.72M +33,608 +25%
DE
18
Day & Ennis
Georgia
$8.37M -$64.4K -1,257 -0.8%
CFA
19
Carroll Financial Associates
North Carolina
$6.94M +$1.4M +27,361 +26%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.64M -$810K -15,805 -11%
CB
21
Community Bank
New York
$4.76M +$874K +17,050 +23%
LPL Financial
22
LPL Financial
California
$3.08M -$4.56K -89 -0.2%
AWM
23
AE Wealth Management
Kansas
$2.54M +$502K +9,793 +26%
SS
24
Simplicity Solutions
Minnesota
$2.37M +$350K +6,840 +18%
QA
25
Quantitative Advantage
Minnesota
$2.05M +$569K +11,110 +40%

JPIN Hedge Fund Activity: Q1 2017 in Review

66 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2017, worth a combined $564M — up 29% from $437M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPIN positions and 4 closed out — a net gain of 10 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $24.6M. The largest seller was JP Morgan Chase, cutting an estimated $13.9M.

  • 66 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2017, up from 57 in Q4 2016.
  • Funds reported $564M of JPMorgan Diversified Return International Equity ETF stock for Q1 2017, up 29% quarter-over-quarter.
  • 14 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2017 and 4 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2017 was Ameriprise, an estimated $24.6M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2017 was JP Morgan Chase, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2017.