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JPMorgan Diversified Return International Equity ETF

111 hedge funds and large institutions have $1.18B invested in JPMorgan Diversified Return International Equity ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 24

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

3% more funds holding

Funds holding: 108111 (+3)

1% less capital invested

Capital invested by funds: $1.19B → $1.18B (-$7.99M)

3.66% less ownership

Funds ownership: 79.81%76.15% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.54%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.25%
New
13
Increased
59
Reduced
24
Closed
8
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$165M +$24M +401,650 +16%
Morgan Stanley
2
Morgan Stanley
New York
$89.5M +$6.87M +114,841 +8%
CPO
3
Cerity Partners OCIO
New York
$83.8M +$3.24M +54,112 +4%
UBS Group
4
UBS Group
Switzerland
$76.8M -$3.38M -56,538 -4%
BCI
5
Brinker Capital Investments
Pennsylvania
$75.5M +$3.18M +53,066 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$69.9M +$7.26M +121,235 +11%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$51.8M
Bank of America
8
Bank of America
North Carolina
$50.8M -$4.36M -72,795 -8%
Wells Fargo
9
Wells Fargo
California
$46.7M -$10.3M -172,482 -18%
JP Morgan Chase
10
JP Morgan Chase
New York
$35.9M +$430K +7,190 +1%
TC
11
Trilogy Capital
California
$30.4M +$2.46M +41,052 +8%
GFPC
12
Global Financial Private Capital
Florida
$29M +$2.29M +38,333 +8%
NA
13
Nottingham Advisors
New York
$28.6M +$331K +5,527 +1%
AIM
14
Astor Investment Management
Illinois
$27.2M +$2.17M +36,320 +8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$26.4M -$176K -2,947 -0.6%
LPL Financial
16
LPL Financial
California
$22.3M +$4.92M +82,200 +27%
LWA
17
Lenox Wealth Advisors
New York
$21.7M +$1.15M +19,264 +5%
Jane Street
18
Jane Street
New York
$20.8M +$2.68M +44,705 +14%
CW
19
CreativeOne Wealth
Kansas
$20.1M +$3.19M +53,286 +18%
FWM
20
Frontier Wealth Management
Missouri
$18.3M +$613K +10,244 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$15.1M +$457K +7,632 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$12.8M +$4.4M +73,491 +49%
BFG
23
Bouchey Financial Group
New York
$12.7M +$586K +9,799 +5%
CFA
24
Carroll Financial Associates
North Carolina
$11.6M +$643K +10,736 +6%
AF
25
Allworth Financial
California
$10.3M +$10.7M +178,829 New

JPIN Hedge Fund Activity: Q2 2018 in Review

111 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2018, worth a combined $1.18B — down 0.67% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPIN positions and 8 closed out — a net gain of 5 holders — while 59 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, adding an estimated $24M. The largest seller was Wells Fargo, cutting an estimated $10.3M.

  • 111 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2018, up from 108 in Q1 2018.
  • Funds reported $1.18B of JPMorgan Diversified Return International Equity ETF stock for Q2 2018, down 0.67% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2018 and 8 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2018 was Ameriprise, an estimated $24M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2018 was Wells Fargo, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2018.