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JPMorgan Diversified Return International Equity ETF

124 hedge funds and large institutions have $625M invested in JPMorgan Diversified Return International Equity ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 66 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.6% less ownership

Funds ownership: 74.39%67.79% (-6.6%)

14% less funds holding

Funds holding: 145124 (-21)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

35% less capital invested

Capital invested by funds: $963M → $625M (-$338M)

53% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 66

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

Holders
124
Holders Change
-21
Holders Change %
-14.48%
% of All Funds
2.73%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
12
Increased
31
Reduced
66
Closed
29
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
$121M +$24.3M +466,833 +22%
UBS Group
2
UBS Group
Switzerland
$49.2M +$19.6M +376,966 +50%
Morgan Stanley
3
Morgan Stanley
New York
$38.7M -$5.18M -99,583 -10%
Ameriprise
4
Ameriprise
Minnesota
$37.4M -$27.5M -528,974 -38%
CAG
5
Crestwood Advisors Group
Massachusetts
$29M -$9.71M -186,924 -22%
CW
6
CreativeOne Wealth
Kansas
$28.4M -$2.56M -49,214 -7%
Bank of America
7
Bank of America
North Carolina
$26.4M -$6.16M -118,473 -16%
LWA
8
Lenox Wealth Advisors
New York
$21M +$801K +15,421 +3%
RIG
9
RiverFront Investment Group
Virginia
$20.2M -$1.03M -19,815 -3%
AA
10
Ancora Advisors
Ohio
$17.1M -$233K -4,484 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$15M +$17.8M +343,432 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.3M +$2.07M +39,826 +15%
CS
13
Credit Suisse
Switzerland
$13M +$15.6M +300,000 New
RJA
14
Raymond James & Associates
Florida
$12.4M -$4.29M -82,537 -22%
AssetMark Inc
15
AssetMark Inc
California
$11M -$1.23M -23,600 -8%
CPO
16
Cerity Partners OCIO
New York
$10.9M -$3.73M -71,767 -22%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.2M +$3.86M +74,306 +46%
LPL Financial
18
LPL Financial
California
$9.5M -$4.02M -77,334 -26%
FTUS
19
Flow Traders U.S.
New York
$6.66M +$5.75M +110,658 +256%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$6.14M -$944K -18,160 -11%
DE
21
Day & Ennis
Georgia
$6.08M -$213K -4,095 -3%
DFG
22
DWM Financial Group
Illinois
$5.49M -$1.86M -35,840 -22%
LFGH
23
Lee Financial Group Hawaii
Hawaii
$5.29M +$76.5K +1,472 +1%
SDWMA
24
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.17M -$1.07M -20,656 -15%
FWM
25
Frontier Wealth Management
Missouri
$4.8M -$4.2M -80,908 -42%

JPIN Hedge Fund Activity: Q1 2020 in Review

124 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2020, worth a combined $625M — down 35% from $963M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of JPIN and 12 opened new positions — a net loss of 17 holders — while 66 trimmed existing stakes and 31 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $24.3M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $41.7M sold.

  • 124 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2020, down from 145 in Q4 2019.
  • Funds reported $625M of JPMorgan Diversified Return International Equity ETF stock for Q1 2020, down 35% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2020 and 29 closed out, a net change of -17 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2020 was Wealth Enhancement Advisory Services, an estimated $24.3M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2020 was Pacific Financial Group, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2020.