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JPMorgan Diversified Return International Equity ETF

141 hedge funds and large institutions have $1.35B invested in JPMorgan Diversified Return International Equity ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

30% more capital invested

Capital invested by funds: $1.04B → $1.35B (+$314M)

21% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 48

5% more funds holding

Funds holding: 134141 (+7)

1.77% more ownership

Funds ownership: 76.5%78.27% (+1.8%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
3.05%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.32%
New
25
Increased
58
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$174M +$21.5M +393,655 +14%
RIG
2
RiverFront Investment Group
Virginia
$114M +$112M +2,062,316 New
CPO
3
Cerity Partners OCIO
New York
$105M +$11.1M +204,379 +12%
Morgan Stanley
4
Morgan Stanley
New York
$77.8M -$5.08M -93,162 -6%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$77.7M +$10.6M +195,168 +16%
UBS Group
6
UBS Group
Switzerland
$49.9M -$14.1M -258,161 -22%
RJA
7
Raymond James & Associates
Florida
$49.8M +$42.6M +781,573 +655%
Bank of America
8
Bank of America
North Carolina
$49.6M +$8.08M +148,277 +20%
CAG
9
Crestwood Advisors Group
Massachusetts
$46.4M -$4.02M -73,698 -8%
BCI
10
Brinker Capital Investments
Pennsylvania
$35.7M -$2.73M -50,091 -7%
PFG
11
Pacific Financial Group
Washington
$31.7M -$600K -11,010 -2%
TC
12
Trilogy Capital
California
$30.9M -$351K -6,442 -1%
CW
13
CreativeOne Wealth
Kansas
$29.2M +$4.78M +87,765 +20%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$28.7M -$13.6M -249,482 -32%
Goldman Sachs
15
Goldman Sachs
New York
$24.8M +$24.5M +448,824 New
LWA
16
Lenox Wealth Advisors
New York
$24.3M -$329K -6,039 -1%
AA
17
Ancora Advisors
Ohio
$22.2M -$2.04M -37,414 -9%
NA
18
Nottingham Advisors
New York
$20M -$2.76M -50,589 -12%
LPL Financial
19
LPL Financial
California
$17.9M -$2.78M -51,000 -14%
FWM
20
Frontier Wealth Management
Missouri
$16.9M +$265K +4,861 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.5M +$9.86M +180,947 +181%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$14.9M +$14.2M +261,447 +3,282%
BPB
23
Badgley, Phelps & Bell
Washington
$12.5M +$5.01M +91,914 +69%
TIA
24
Traphagen Investment Advisors
New Jersey
$12.3M +$12.3M +226,394 New
CFA
25
Carroll Financial Associates
North Carolina
$12.3M -$1.13M -20,783 -9%

JPIN Hedge Fund Activity: Q1 2019 in Review

141 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2019, worth a combined $1.35B — up 30% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JPIN positions and 17 closed out — a net gain of 8 holders — while 58 added to existing stakes and 48 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $112M. The largest seller was JP Morgan Chase, cutting an estimated $30.7M.

  • 141 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2019, up from 134 in Q4 2018.
  • Funds reported $1.35B of JPMorgan Diversified Return International Equity ETF stock for Q1 2019, up 30% quarter-over-quarter.
  • 25 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2019 and 17 closed out, a net change of +8 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2019 was RiverFront Investment Group, an estimated $112M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2019 was JP Morgan Chase, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2019.