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JPMorgan Diversified Return International Equity ETF

101 hedge funds and large institutions have $667M invested in JPMorgan Diversified Return International Equity ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.93% more ownership

Funds ownership: 74.35%76.28% (+1.9%)

5% more capital invested

Capital invested by funds: $637M → $667M (+$30.2M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

7% less funds holding

Funds holding: 109101 (-8)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
101
Holders Change
-8
Holders Change %
-7.34%
% of All Funds
1.76%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
6
Increased
41
Reduced
41
Closed
13
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
$248M +$20.9M +332,421 +9%
UBS Group
2
UBS Group
Switzerland
$48.3M +$909K +14,431 +2%
CW
3
CreativeOne Wealth
Kansas
$42.1M -$1.15M -18,287 -3%
LWA
4
Lenox Wealth Advisors
New York
$33.6M +$1.95M +31,024 +6%
Morgan Stanley
5
Morgan Stanley
New York
$32.9M -$912K -14,469 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$29.6M +$1.71M +27,211 +6%
Bank of America
7
Bank of America
North Carolina
$20.9M +$303K +4,814 +1%
CPO
8
Cerity Partners OCIO
New York
$16.1M -$681K -10,815 -4%
RW
9
RVW Wealth
California
$15M +$801K +12,709 +6%
GM
10
GeoWealth Management
Illinois
$14.1M +$1.15M +18,251 +9%
CWA
11
Choice Wealth Advisors
Maine
$13.3M +$816K +12,952 +6%
SCM
12
Stonehearth Capital Management
Massachusetts
$13M +$512K +8,126 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$11.2M +$788K +12,503 +8%
Ameriprise
14
Ameriprise
Minnesota
$11.1M +$155K +2,457 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.5M -$238K -3,785 -2%
DE
16
Day & Ennis
Georgia
$7.79M -$140K -2,228 -2%
SCM
17
Sterneck Capital Management
Missouri
$7.53M +$194K +3,081 +3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$6.68M +$2.22M +35,188 +49%
CAG
19
Crestwood Advisors Group
Massachusetts
$6.42M -$2.76M -43,733 -30%
LA
20
LexAurum Advisors
Kansas
$6.32M +$75.9K +1,205 +1%
LPL Financial
21
LPL Financial
California
$5.78M -$952K -15,116 -14%
QA
22
Quantitative Advantage
Minnesota
$4.54M +$577K +9,151 +14%
GW
23
GW & Wade
Massachusetts
$3.8M -$29K -461 -0.8%
AC
24
Apella Capital
Connecticut
$3.7M +$3.73M +59,218 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.37M +$233K +3,699 +7%

JPIN Hedge Fund Activity: Q2 2021 in Review

101 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2021, worth a combined $667M — up 4.7% from $637M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPIN and 6 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 41 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $20.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.32M sold.

  • 101 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2021, down from 109 in Q1 2021.
  • Funds reported $667M of JPMorgan Diversified Return International Equity ETF stock for Q2 2021, up 4.7% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2021 and 13 closed out, a net change of -7 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2021 was Wealth Enhancement Advisory Services, an estimated $20.9M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2021 was Flow Traders U.S., an estimated $8.32M sold.

Based on aggregated 13F filings for Q2 2021.