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JPMorgan Diversified Return International Equity ETF

111 hedge funds and large institutions have $660M invested in JPMorgan Diversified Return International Equity ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less funds holding

Funds holding: 113111 (-2)

5.69% less ownership

Funds ownership: 85.22%79.53% (-5.7%)

8% less capital invested

Capital invested by funds: $715M → $660M (-$54.8M)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
37
Reduced
48
Closed
11
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
$274M +$29.7M +492,326 +11%
CW
2
CreativeOne Wealth
Kansas
$46.7M +$8.3M +137,622 +21%
UBS Group
3
UBS Group
Switzerland
$43.6M -$1.21M -20,131 -3%
LWA
4
Lenox Wealth Advisors
New York
$32.8M +$485K +8,049 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$29.6M +$247K +4,101 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$25.9M -$4.19M -69,427 -14%
Bank of America
7
Bank of America
North Carolina
$20.6M +$276K +4,579 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.2M +$2.18M +36,088 +18%
CPO
9
Cerity Partners OCIO
New York
$14.2M -$235K -3,894 -2%
RW
10
RVW Wealth
California
$13.6M -$1.41M -23,416 -9%
GM
11
GeoWealth Management
Illinois
$12.5M +$1.35M +22,302 +12%
SCM
12
Stonehearth Capital Management
Massachusetts
$12M -$62.6K -1,038 -0.5%
Ameriprise
13
Ameriprise
Minnesota
$11.8M +$799K +13,252 +7%
DE
14
Day & Ennis
Georgia
$7.57M +$158K +2,626 +2%
SCM
15
Sterneck Capital Management
Missouri
$7.47M +$325K +5,384 +4%
LA
16
LexAurum Advisors
Kansas
$7.3M +$1.16M +19,190 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.4M -$4.69M -77,744 -42%
LPL Financial
18
LPL Financial
California
$5.33M -$148K -2,461 -3%
QA
19
Quantitative Advantage
Minnesota
$5.19M +$324K +5,365 +7%
CAG
20
Crestwood Advisors Group
Massachusetts
$4.85M -$860K -14,254 -15%
CCA
21
Cobblestone Capital Advisors
New York
$4.01M +$4.09M +67,810 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.21M -$42.9K -712 -1%
GW
23
GW & Wade
Massachusetts
$3.1M +$1.33K +22 +0%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.96M +$165K +2,735 +6%
AF
25
Allworth Financial
California
$2.56M +$156K +2,582 +6%

JPIN Hedge Fund Activity: Q4 2021 in Review

111 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2021, worth a combined $660M — down 7.7% from $715M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIN positions and 11 closed out — a net gain of 1 holder — while 37 added to existing stakes and 48 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $29.7M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $33M sold.

  • 111 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2021, down from 113 in Q3 2021.
  • Funds reported $660M of JPMorgan Diversified Return International Equity ETF stock for Q4 2021, down 7.7% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2021 and 11 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2021 was Wealth Enhancement Advisory Services, an estimated $29.7M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2021 was Wealthspire Advisors (New York), an estimated $33M sold.

Based on aggregated 13F filings for Q4 2021.