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JPMorgan Diversified Return International Equity ETF

114 hedge funds and large institutions have $624M invested in JPMorgan Diversified Return International Equity ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 114114 (0)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.38% less ownership

Funds ownership: 68.16%67.78% (-0.38%)

3% less capital invested

Capital invested by funds: $644M → $624M (-$19.9M)

40% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 57

Holders
114
Holders Change
Holders Change %
0%
% of All Funds
2.3%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
9
Increased
34
Reduced
57
Closed
9
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
$183M +$8.2M +158,085 +5%
UBS Group
2
UBS Group
Switzerland
$50.8M +$3.18M +61,192 +7%
CW
3
CreativeOne Wealth
Kansas
$38.6M -$690K -13,290 -2%
Morgan Stanley
4
Morgan Stanley
New York
$31.5M -$4.35M -83,747 -12%
RIG
5
RiverFront Investment Group
Virginia
$29.2M -$904K -17,412 -3%
LWA
6
Lenox Wealth Advisors
New York
$26M +$553K +10,648 +2%
CAG
7
Crestwood Advisors Group
Massachusetts
$23.1M +$3.51M +67,664 +18%
Bank of America
8
Bank of America
North Carolina
$18.2M -$1.53M -29,395 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$17.9M +$1.21M +23,390 +7%
CPO
10
Cerity Partners OCIO
New York
$15.6M -$2.72M -52,331 -15%
Jane Street
11
Jane Street
New York
$14.6M +$13.9M +268,564 +1,878%
RJA
12
Raymond James & Associates
Florida
$13.6M -$653K -12,586 -5%
Ameriprise
13
Ameriprise
Minnesota
$13.4M -$10.4M -201,002 -44%
RW
14
RVW Wealth
California
$10.4M +$273K +5,256 +3%
GM
15
GeoWealth Management
Illinois
$10.2M +$3.75M +72,184 +58%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.23M -$7.28M -140,270 -47%
DFG
17
DWM Financial Group
Illinois
$8.14M +$44.7K +862 +0.5%
DE
18
Day & Ennis
Georgia
$7.26M +$92.1K +1,774 +1%
LPL Financial
19
LPL Financial
California
$6.74M -$1.5M -28,811 -18%
IWC
20
Integrated Wealth Concepts
Massachusetts
$6.2M +$519K +9,992 +9%
SCM
21
Stonehearth Capital Management
Massachusetts
$5.99M +$382K +7,356 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.78M +$1.37M +26,434 +31%
SCM
23
Sterneck Capital Management
Missouri
$5.58M -$11.3K -218 -0.2%
LA
24
LexAurum Advisors
Kansas
$4.98M +$148K +2,853 +3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.63M -$52.6K -1,013 -1%

JPIN Hedge Fund Activity: Q3 2020 in Review

114 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2020, worth a combined $624M — down 3.1% from $644M a quarter earlier.

Fund positioning in JPIN was balanced in Q3 2020: 9 funds opened new positions, 9 closed out, 34 added to existing stakes and 57 trimmed.

The largest buyer was Jane Street, adding an estimated $13.9M. The largest seller was Citadel Advisors, cutting an estimated $16.5M.

  • 114 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $624M of JPMorgan Diversified Return International Equity ETF stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2020 and 9 closed out, a net change of 0 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2020 was Jane Street, an estimated $13.9M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2020 was Citadel Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2020.