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JPMorgan Diversified Return International Equity ETF

145 hedge funds and large institutions have $963M invested in JPMorgan Diversified Return International Equity ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

9% more funds holding

Funds holding: 133145 (+12)

3.59% less ownership

Funds ownership: 77.97%74.39% (-3.6%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10% less capital invested

Capital invested by funds: $1.08B → $963M (-$113M)

25% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 59

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
2.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.26%
New
26
Increased
44
Reduced
59
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$123M +$9.57M +173,098 +9%
Ameriprise
2
Ameriprise
Minnesota
$79.2M -$32.7M -591,697 -30%
Morgan Stanley
3
Morgan Stanley
New York
$56.7M -$14.8M -267,817 -21%
CAG
4
Crestwood Advisors Group
Massachusetts
$48.9M +$543K +9,821 +1%
UBS Group
5
UBS Group
Switzerland
$43.4M -$6.98M -126,258 -14%
PFG
6
Pacific Financial Group
Washington
$41.7M +$6.51M +117,727 +19%
Bank of America
7
Bank of America
North Carolina
$41.6M -$4.9M -88,567 -11%
CW
8
CreativeOne Wealth
Kansas
$40.3M +$2.47M +44,599 +7%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$39.6M +$683K +12,352 +2%
RIG
10
RiverFront Investment Group
Virginia
$34.4M -$1.1M -19,853 -3%
LWA
11
Lenox Wealth Advisors
New York
$26.8M +$56.4K +1,020 +0.2%
AA
12
Ancora Advisors
Ohio
$22.9M -$8.46K -153 -0%
RJA
13
Raymond James & Associates
Florida
$21.1M -$888K -16,063 -4%
VF
14
Virtu Financial
New York
$18.9M +$16.7M +301,530 +1,010%
CPO
15
Cerity Partners OCIO
New York
$18.2M -$105M -1,900,383 -85%
LPL Financial
16
LPL Financial
California
$17M -$4.88M -88,248 -23%
AssetMark Inc
17
AssetMark Inc
California
$15.9M +$631K +11,409 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$15.3M -$1.33M -24,025 -8%
BPB
19
Badgley, Phelps & Bell
Washington
$13.9M +$403K +7,287 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$12.2M -$2.07M -37,412 -15%
FWM
21
Frontier Wealth Management
Missouri
$11M -$4.42M -79,912 -29%
RW
22
RVW Wealth
California
$9.99M +$545K +9,863 +6%
DFG
23
DWM Financial Group
Illinois
$9.29M +$9M +162,738 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.21M -$8.44M -152,675 -49%
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$9.15M +$1.07M +19,401 +14%

JPIN Hedge Fund Activity: Q4 2019 in Review

145 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2019, worth a combined $963M — down 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JPIN positions and 11 closed out — a net gain of 15 holders — while 44 added to existing stakes and 59 trimmed.

The largest buyer was Virtu Financial, adding an estimated $16.7M. The largest seller was Cerity Partners OCIO, cutting an estimated $105M.

  • 145 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2019, up from 133 in Q3 2019.
  • Funds reported $963M of JPMorgan Diversified Return International Equity ETF stock for Q4 2019, down 10% quarter-over-quarter.
  • 26 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2019 and 11 closed out, a net change of +15 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2019 was Virtu Financial, an estimated $16.7M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2019 was Cerity Partners OCIO, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2019.