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JPMorgan Diversified Return International Equity ETF

80 hedge funds and large institutions have $723M invested in JPMorgan Diversified Return International Equity ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

400% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 9

28% more capital invested

Capital invested by funds: $564M → $723M (+$159M)

21% more funds holding

Funds holding: 6680 (+14)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1.81% less ownership

Funds ownership: 83.85%82.04% (-1.8%)

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.99%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
17
Increased
45
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$103M +$12.3M +223,327 +14%
CPO
2
Cerity Partners OCIO
New York
$69.9M +$4.17M +75,739 +6%
Morgan Stanley
3
Morgan Stanley
New York
$54.7M +$12.8M +232,917 +31%
BCI
4
Brinker Capital Investments
Pennsylvania
$45.2M +$498K +9,049 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$44.6M -$572K -10,393 -1%
SMA
6
Simply Money Advisors
Ohio
$37M +$36.2M +658,173 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$33M +$4.85M +88,041 +18%
Wells Fargo
8
Wells Fargo
California
$32.2M +$4.54M +82,507 +17%
Bank of America
9
Bank of America
North Carolina
$31.7M +$21.8M +396,547 +237%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$31.5M +$4.34M +78,733 +16%
NA
11
Nottingham Advisors
New York
$27.1M +$3M +54,411 +13%
UBS Group
12
UBS Group
Switzerland
$25.1M +$3.9M +70,839 +19%
AIM
13
Astor Investment Management
Illinois
$24.5M +$3M +54,406 +14%
GFPC
14
Global Financial Private Capital
Florida
$21.4M +$2.99M +54,290 +17%
BFG
15
Bouchey Financial Group
New York
$19.2M +$1.2M +21,785 +7%
LWA
16
Lenox Wealth Advisors
New York
$16.6M +$608K +11,050 +4%
FWM
17
Frontier Wealth Management
Missouri
$15.3M +$283K +5,147 +2%
CFA
18
Carroll Financial Associates
North Carolina
$8.89M +$1.51M +27,362 +21%
DE
19
Day & Ennis
Georgia
$8.59M -$269K -4,886 -3%
Jane Street
20
Jane Street
New York
$8.51M -$19.8M -358,665 -70%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.23M +$1.17M +21,285 +17%
CB
22
Community Bank
New York
$7.07M +$1.98M +36,005 +40%
LPL Financial
23
LPL Financial
California
$4.4M +$1.11M +20,209 +35%
BWA
24
BDO Wealth Advisors
Florida
$4.11M +$4.03M +73,241 New
AWM
25
AE Wealth Management
Kansas
$3.19M +$492K +8,930 +19%

JPIN Hedge Fund Activity: Q2 2017 in Review

80 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2017, worth a combined $723M — up 28% from $564M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JPIN positions and 2 closed out — a net gain of 15 holders — while 45 added to existing stakes and 9 trimmed.

The largest buyer was Simply Money Advisors, opening a new position worth an estimated $36.2M. The largest seller was Jane Street, cutting an estimated $19.8M.

  • 80 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2017, up from 66 in Q1 2017.
  • Funds reported $723M of JPMorgan Diversified Return International Equity ETF stock for Q2 2017, up 28% quarter-over-quarter.
  • 17 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2017 and 2 closed out, a net change of +15 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2017 was Simply Money Advisors, an estimated $36.2M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2017 was Jane Street, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2017.