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JPMorgan Diversified Return International Equity ETF

108 hedge funds and large institutions have $1.19B invested in JPMorgan Diversified Return International Equity ETF in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 69 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 17

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

20% more capital invested

Capital invested by funds: $990M → $1.19B (+$196M)

5% more funds holding

Funds holding: 103108 (+5)

1.09% more ownership

Funds ownership: 78.72%79.81% (+1.1%)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
2.47%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.3%
New
11
Increased
69
Reduced
17
Closed
6
Calls
$458K
Puts
Net Calls
+$458K
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$146M +$23.1M +384,087 +19%
Morgan Stanley
2
Morgan Stanley
New York
$85.5M +$11.6M +192,329 +15%
CPO
3
Cerity Partners OCIO
New York
$83.3M +$5.26M +87,336 +7%
UBS Group
4
UBS Group
Switzerland
$82.6M +$37.7M +626,402 +82%
BCI
5
Brinker Capital Investments
Pennsylvania
$74.8M +$26.8M +445,434 +55%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$64.8M +$8.94M +148,434 +16%
Wells Fargo
7
Wells Fargo
California
$58.5M +$9.13M +151,704 +18%
Bank of America
8
Bank of America
North Carolina
$56.8M +$7.88M +130,858 +16%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$51.8M +$2.77M +45,983 +6%
SMA
10
Simply Money Advisors
Ohio
$44.5M +$2.12M +35,158 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$36.6M -$11.4M -189,020 -24%
TC
12
Trilogy Capital
California
$29M +$4M +66,421 +16%
NA
13
Nottingham Advisors
New York
$28.3M -$1.47M -24,482 -5%
GFPC
14
Global Financial Private Capital
Florida
$27.7M +$3.5M +58,197 +14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$27.4M +$3.32M +55,196 +14%
AIM
16
Astor Investment Management
Illinois
$25.9M +$615K +10,219 +2%
LWA
17
Lenox Wealth Advisors
New York
$21.2M +$2.75M +45,599 +15%
Jane Street
18
Jane Street
New York
$18.8M +$12.2M +202,621 +177%
FWM
19
Frontier Wealth Management
Missouri
$18.3M +$1.37M +22,684 +8%
LPL Financial
20
LPL Financial
California
$18.1M +$3.62M +60,106 +25%
CW
21
CreativeOne Wealth
Kansas
$17.6M +$17.8M +295,322 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$15.3M +$3.7M +61,403 +32%
BFG
23
Bouchey Financial Group
New York
$12.5M -$10.5M -174,432 -45%
CFA
24
Carroll Financial Associates
North Carolina
$11.4M +$286K +4,755 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.84M +$7.64M +126,988 +583%

JPIN Hedge Fund Activity: Q1 2018 in Review

108 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2018, worth a combined $1.19B — up 20% from $990M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPIN positions and 6 closed out — a net gain of 5 holders — while 69 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $37.7M. The largest seller was JP Morgan Chase, cutting an estimated $11.4M.

  • 108 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2018, up from 103 in Q4 2017.
  • Funds reported $1.19B of JPMorgan Diversified Return International Equity ETF stock for Q1 2018, up 20% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2018 and 6 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2018 was UBS Group, an estimated $37.7M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2018 was JP Morgan Chase, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2018.