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JPMorgan Diversified Return International Equity ETF

114 hedge funds and large institutions have $644M invested in JPMorgan Diversified Return International Equity ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $625M → $644M (+$18.7M)

0.37% more ownership

Funds ownership: 67.79%68.16% (+0.37%)

8% less funds holding

Funds holding: 124114 (-10)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

51% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 59

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
2.34%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
13
Increased
29
Reduced
59
Closed
21
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
$169M +$31.5M +666,398 +26%
UBS Group
2
UBS Group
Switzerland
$45.6M -$10.2M -215,190 -19%
CW
3
CreativeOne Wealth
Kansas
$37.6M +$4.95M +104,593 +16%
Morgan Stanley
4
Morgan Stanley
New York
$34.3M -$9.42M -199,073 -22%
RIG
5
RiverFront Investment Group
Virginia
$28.8M +$27.4K +579 +0.1%
LWA
6
Lenox Wealth Advisors
New York
$24.3M +$352K +7,434 +2%
Ameriprise
7
Ameriprise
Minnesota
$22.7M -$18.8M -398,207 -46%
Bank of America
8
Bank of America
North Carolina
$18.9M -$10.8M -228,428 -37%
CAG
9
Crestwood Advisors Group
Massachusetts
$18.8M -$13.7M -289,328 -43%
CPO
10
Cerity Partners OCIO
New York
$17.5M +$4.88M +103,100 +41%
Citadel Advisors
11
Citadel Advisors
Florida
$17.3M +$13.2M +279,922 +402%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.5M -$477K -10,090 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.8M -$338K -7,138 -2%
RJA
14
Raymond James & Associates
Florida
$13.7M -$448K -9,460 -3%
AssetMark Inc
15
AssetMark Inc
California
$12.7M +$140K +2,958 +1%
RW
16
RVW Wealth
California
$9.71M +$4.78M +101,120 +106%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$8M +$7.66M +161,885 New
TIA
18
Traphagen Investment Advisors
New Jersey
$7.94M +$3.63M +76,651 +91%
LPL Financial
19
LPL Financial
California
$7.88M -$2.85M -60,206 -27%
DFG
20
DWM Financial Group
Illinois
$7.75M +$1.42M +30,020 +24%
DE
21
Day & Ennis
Georgia
$6.87M -$75.7K -1,600 -1%
GM
22
GeoWealth Management
Illinois
$6.18M +$856K +18,099 +17%
SCM
23
Stonehearth Capital Management
Massachusetts
$5.6M +$2.06M +43,523 +67%
IWC
24
Integrated Wealth Concepts
Massachusetts
$5.44M +$1.17M +24,701 +29%
SCM
25
Sterneck Capital Management
Missouri
$5.36M -$97.3K -2,057 -2%

JPIN Hedge Fund Activity: Q2 2020 in Review

114 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2020, worth a combined $644M — up 3% from $625M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JPIN and 13 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 29 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $31.5M. The largest seller was Ameriprise, cutting an estimated $18.8M.

  • 114 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2020, down from 124 in Q1 2020.
  • Funds reported $644M of JPMorgan Diversified Return International Equity ETF stock for Q2 2020, up 3% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2020 and 21 closed out, a net change of -8 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $31.5M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2020 was Ameriprise, an estimated $18.8M sold.

Based on aggregated 13F filings for Q2 2020.