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JPMorgan Diversified Return International Equity ETF

103 hedge funds and large institutions have $990M invested in JPMorgan Diversified Return International Equity ETF in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

153% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 19

18% more funds holding

Funds holding: 87103 (+16)

18% more capital invested

Capital invested by funds: $841M → $990M (+$149M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

0.68% less ownership

Funds ownership: 79.4%78.72% (-0.68%)

81% less call options, than puts

Call options by funds: $462K | Put options by funds: $2.45M

Holders
103
Holders Change
+16
Holders Change %
+18.39%
% of All Funds
2.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
25
Increased
48
Reduced
19
Closed
9
Calls
$462K
Puts
$2.45M
Net Calls
-$1.99M
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$125M +$7.75M +130,525 +7%
CPO
2
Cerity Partners OCIO
New York
$78.9M +$1.66M +27,937 +2%
Morgan Stanley
3
Morgan Stanley
New York
$74.9M +$2.82M +47,490 +4%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$57.8M +$8.21M +138,182 +17%
Wells Fargo
5
Wells Fargo
California
$50M +$11.7M +197,659 +31%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$49.5M +$2.32M +38,995 +5%
Bank of America
7
Bank of America
North Carolina
$49.5M +$7.18M +120,779 +17%
BCI
8
Brinker Capital Investments
Pennsylvania
$48.8M +$617K +10,392 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$48.3M -$96.1K -1,617 -0.2%
UBS Group
10
UBS Group
Switzerland
$45.9M +$11.6M +194,799 +34%
SMA
11
Simply Money Advisors
Ohio
$42.8M +$1.18M +19,847 +3%
NA
12
Nottingham Advisors
New York
$30.3M +$685K +11,535 +2%
AIM
13
Astor Investment Management
Illinois
$25.5M -$624K -10,497 -2%
TC
14
Trilogy Capital
California
$25.3M +$25M +420,758 New
GFPC
15
Global Financial Private Capital
Florida
$24.5M +$212K +3,564 +0.9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$24.4M +$16M +268,633 +195%
BFG
17
Bouchey Financial Group
New York
$23.1M +$1.54M +25,975 +7%
LWA
18
Lenox Wealth Advisors
New York
$18.7M +$748K +12,583 +4%
FWM
19
Frontier Wealth Management
Missouri
$17.1M +$885K +14,903 +6%
LPL Financial
20
LPL Financial
California
$14.7M +$2.68M +45,151 +23%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$11.6M +$919K +15,462 +9%
CFA
22
Carroll Financial Associates
North Carolina
$11.2M +$558K +9,399 +5%
DE
23
Day & Ennis
Georgia
$8.79M +$58.2K +979 +0.7%
CB
24
Community Bank
New York
$7.51M -$19.6K -330 -0.3%
Jane Street
25
Jane Street
New York
$6.88M +$2.88M +48,481 +73%

JPIN Hedge Fund Activity: Q4 2017 in Review

103 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2017, worth a combined $990M — up 18% from $841M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JPIN positions and 9 closed out — a net gain of 16 holders — while 48 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $14.7M sold.

  • 103 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $990M of JPMorgan Diversified Return International Equity ETF stock for Q4 2017, up 18% quarter-over-quarter.
  • 25 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2017 and 9 closed out, a net change of +16 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2017 was Raymond James Financial Services Advisors, an estimated $16M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2017 was Citadel Advisors, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2017.