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JPMorgan Diversified Return International Equity ETF

109 hedge funds and large institutions have $637M invested in JPMorgan Diversified Return International Equity ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% less ownership

Funds ownership: 76.12%74.35% (-1.8%)

6% less funds holding

Funds holding: 116109 (-7)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $727M → $637M (-$90.2M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
109
Holders Change
-7
Holders Change %
-6.03%
% of All Funds
1.91%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
11
Increased
39
Reduced
47
Closed
16
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
$224M -$3.74M -62,039 -2%
UBS Group
2
UBS Group
Switzerland
$46.3M -$12.8M -212,040 -22%
CW
3
CreativeOne Wealth
Kansas
$42.2M -$849K -14,093 -2%
Morgan Stanley
4
Morgan Stanley
New York
$33M +$279K +4,625 +0.9%
LWA
5
Lenox Wealth Advisors
New York
$31M +$61.4K +1,019 +0.2%
Osaic Holdings
6
Osaic Holdings
Arizona
$27.4M +$4.19M +69,459 +18%
Bank of America
7
Bank of America
North Carolina
$20.2M -$1.37M -22,692 -6%
CPO
8
Cerity Partners OCIO
New York
$16.3M -$1.51M -25,021 -9%
RW
9
RVW Wealth
California
$14M +$1M +16,662 +8%
GM
10
GeoWealth Management
Illinois
$12.6M -$699K -11,595 -5%
CWA
11
Choice Wealth Advisors
Maine
$12.2M +$568K +9,431 +5%
SCM
12
Stonehearth Capital Management
Massachusetts
$12.2M +$201K +3,329 +2%
Ameriprise
13
Ameriprise
Minnesota
$10.7M -$4M -66,372 -27%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.5M +$5.98M +99,238 +137%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.2M +$28.4K +472 +0.3%
CAG
16
Crestwood Advisors Group
Massachusetts
$8.94M -$22.7M -375,994 -72%
FTUS
17
Flow Traders U.S.
New York
$8.05M +$7.21M +119,656 +968%
DE
18
Day & Ennis
Georgia
$7.75M -$274K -4,538 -3%
SCM
19
Sterneck Capital Management
Missouri
$7.14M +$487K +8,081 +7%
LPL Financial
20
LPL Financial
California
$6.56M -$800K -13,269 -11%
LA
21
LexAurum Advisors
Kansas
$6.1M +$99.8K +1,656 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.38M +$4.01M +66,579 +1,291%
QA
23
Quantitative Advantage
Minnesota
$3.88M +$471K +7,809 +14%
GW
24
GW & Wade
Massachusetts
$3.74M +$121K +2,002 +3%
TC
25
Trilogy Capital
California
$3.54M -$166K -2,762 -5%

JPIN Hedge Fund Activity: Q1 2021 in Review

109 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2021, worth a combined $637M — down 12% from $727M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JPIN and 11 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 39 added.

The largest buyer was Flow Traders U.S., adding an estimated $7.21M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $32.4M sold.

  • 109 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2021, down from 116 in Q4 2020.
  • Funds reported $637M of JPMorgan Diversified Return International Equity ETF stock for Q1 2021, down 12% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2021 and 16 closed out, a net change of -5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $7.21M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2021 was RiverFront Investment Group, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2021.