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JPMorgan Diversified Return International Equity ETF

134 hedge funds and large institutions have $1.04B invested in JPMorgan Diversified Return International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

19% more funds holding

Funds holding: 113134 (+21)

0.94% less ownership

Funds ownership: 77.44%76.5% (-0.94%)

16% less capital invested

Capital invested by funds: $1.24B → $1.04B (-$203M)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
2.99%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.36%
New
38
Increased
37
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$141M -$30.4M -569,336 -17%
CPO
2
Cerity Partners OCIO
New York
$86.4M +$5.72M +107,102 +7%
Morgan Stanley
3
Morgan Stanley
New York
$76.3M -$7.12M -133,255 -8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$64.2M -$11.6M -217,568 -15%
UBS Group
5
UBS Group
Switzerland
$59M -$14.8M -276,361 -19%
CAG
6
Crestwood Advisors Group
Massachusetts
$46.5M +$48.8M +913,034 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$39.1M +$287K +5,366 +0.7%
Bank of America
8
Bank of America
North Carolina
$38.1M -$3.55M -66,421 -8%
BCI
9
Brinker Capital Investments
Pennsylvania
$35.5M -$35.1M -657,402 -49%
JP Morgan Chase
10
JP Morgan Chase
New York
$31.5M -$853K -15,975 -3%
PFG
11
Pacific Financial Group
Washington
$29.7M +$31.2M +584,431 New
TC
12
Trilogy Capital
California
$28.7M +$803K +15,035 +3%
NA
13
Nottingham Advisors
New York
$23.9M +$24K +449 +0.1%
LWA
14
Lenox Wealth Advisors
New York
$22.7M +$1.32M +24,782 +6%
AA
15
Ancora Advisors
Ohio
$22.4M +$22.8M +427,723 +3,590%
CW
16
CreativeOne Wealth
Kansas
$22.4M +$2.56M +47,953 +12%
LPL Financial
17
LPL Financial
California
$19M -$4.28M -80,146 -18%
FWM
18
Frontier Wealth Management
Missouri
$15.3M -$981K -18,364 -6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$14.6M -$9.86M -184,535 -39%
Jane Street
20
Jane Street
New York
$13.3M +$5.07M +94,921 +57%
Citadel Advisors
21
Citadel Advisors
Florida
$12.9M +$13.6M +254,331 New
CFA
22
Carroll Financial Associates
North Carolina
$12.6M +$1.68M +31,501 +15%
Wells Fargo
23
Wells Fargo
California
$10.7M -$30.9M -578,288 -73%
AssetMark Inc
24
AssetMark Inc
California
$7.76M +$1.36M +25,399 +20%
DE
25
Day & Ennis
Georgia
$7.67M +$540K +10,112 +7%

JPIN Hedge Fund Activity: Q4 2018 in Review

134 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2018, worth a combined $1.04B — down 16% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new JPIN positions and 17 closed out — a net gain of 21 holders — while 37 added to existing stakes and 49 trimmed.

The largest buyer was Crestwood Advisors Group, opening a new position worth an estimated $48.8M. The largest seller was Brinker Capital Investments, cutting an estimated $35.1M.

  • 134 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2018, up from 113 in Q3 2018.
  • Funds reported $1.04B of JPMorgan Diversified Return International Equity ETF stock for Q4 2018, down 16% quarter-over-quarter.
  • 38 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2018 and 17 closed out, a net change of +21 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2018 was Crestwood Advisors Group, an estimated $48.8M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2018 was Brinker Capital Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2018.