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JPMorgan Diversified Return International Equity ETF

87 hedge funds and large institutions have $841M invested in JPMorgan Diversified Return International Equity ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 21

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $723M → $841M (+$118M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more funds holding

Funds holding: 8087 (+7)

2.63% less ownership

Funds ownership: 82.04%79.4% (-2.6%)

78% less call options, than puts

Call options by funds: $631K | Put options by funds: $2.81M

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
14
Increased
43
Reduced
21
Closed
7
Calls
$631K
Puts
$2.81M
Net Calls
-$2.18M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$113M +$6.55M +114,603 +6%
CPO
2
Cerity Partners OCIO
New York
$74.4M +$2.39M +41,744 +3%
Morgan Stanley
3
Morgan Stanley
New York
$69.5M +$12.9M +225,309 +23%
BCI
4
Brinker Capital Investments
Pennsylvania
$46.5M -$157K -2,755 -0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$46.4M +$669K +11,701 +1%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$45.9M +$12.8M +224,554 +40%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$45.5M +$11.3M +198,528 +34%
Bank of America
8
Bank of America
North Carolina
$40.8M +$8M +139,911 +25%
SMA
9
Simply Money Advisors
Ohio
$40.1M +$2.01M +35,137 +5%
Wells Fargo
10
Wells Fargo
California
$36.8M +$3.55M +62,058 +11%
UBS Group
11
UBS Group
Switzerland
$33M +$6.98M +122,071 +27%
NA
12
Nottingham Advisors
New York
$28.5M +$581K +10,170 +2%
AIM
13
Astor Investment Management
Illinois
$25.2M -$43.1K -755 -0.2%
GFPC
14
Global Financial Private Capital
Florida
$23.4M +$1.31M +22,916 +6%
BFG
15
Bouchey Financial Group
New York
$20.8M +$1,000K +17,495 +5%
LWA
16
Lenox Wealth Advisors
New York
$17.3M +$202K +3,537 +1%
FWM
17
Frontier Wealth Management
Missouri
$15.6M -$173K -3,031 -1%
Citadel Advisors
18
Citadel Advisors
Florida
$14.7M +$14.5M +253,347 New
LPL Financial
19
LPL Financial
California
$11.6M +$6.96M +121,787 +155%
CFA
20
Carroll Financial Associates
North Carolina
$10.3M +$1.09M +19,043 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.3M +$1.77M +30,915 +21%
DE
22
Day & Ennis
Georgia
$8.42M -$426K -7,461 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.97M +$4.7M +82,263 +148%
CB
24
Community Bank
New York
$7.26M -$22.9K -400 -0.3%
Jane Street
25
Jane Street
New York
$3.83M -$4.88M -85,479 -56%

JPIN Hedge Fund Activity: Q3 2017 in Review

87 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2017, worth a combined $841M — up 16% from $723M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JPIN positions and 7 closed out — a net gain of 7 holders — while 43 added to existing stakes and 21 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $14.5M. The largest seller was Jane Street, cutting an estimated $4.88M.

  • 87 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2017, up from 80 in Q2 2017.
  • Funds reported $841M of JPMorgan Diversified Return International Equity ETF stock for Q3 2017, up 16% quarter-over-quarter.
  • 14 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2017 and 7 closed out, a net change of +7 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2017 was Citadel Advisors, an estimated $14.5M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2017 was Jane Street, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2017.