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JPMorgan Diversified Return International Equity ETF

99 hedge funds and large institutions have $601M invested in JPMorgan Diversified Return International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $514M → $601M (+$87.1M)

11% more funds holding

Funds holding: 8999 (+10)

1.05% less ownership

Funds ownership: 79.15%78.1% (-1%)

55% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 47

Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
21
Reduced
47
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
$361M +$27.7M +589,164 +9%
UBS Group
2
UBS Group
Switzerland
$37.4M -$4.82M -102,492 -12%
CW
3
CreativeOne Wealth
Kansas
$37M +$1.05M +22,269 +3%
Bank of America
4
Bank of America
North Carolina
$20.9M -$1.72M -36,665 -8%
CPO
5
Cerity Partners OCIO
New York
$16.2M -$958K -20,359 -6%
Morgan Stanley
6
Morgan Stanley
New York
$16M -$1.78M -37,904 -10%
SCM
7
Stonehearth Capital Management
Massachusetts
$9.15M -$503K -10,704 -5%
Jane Street
8
Jane Street
New York
$7.49M -$2.02M -42,974 -22%
QA
9
Quantitative Advantage
Minnesota
$5.76M +$381K +8,101 +7%
SCM
10
Sterneck Capital Management
Missouri
$5.6M -$54.3K -1,154 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.44M -$828K -17,612 -14%
OMC
12
Old Mission Capital
Illinois
$5.42M +$4.02M +85,500 +348%
GW
13
GW & Wade
Massachusetts
$5.25M +$1.13M +24,089 +29%
GM
14
GeoWealth Management
Illinois
$5.22M -$1.67M -35,542 -25%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.75M -$2.07M -44,104 -31%
DE
16
Day & Ennis
Georgia
$4.51M -$724K -15,399 -14%
LA
17
LexAurum Advisors
Kansas
$3.83M +$108K +2,292 +3%
LPL Financial
18
LPL Financial
California
$3.66M -$600K -12,752 -15%
BAM
19
Bellevue Asset Management
Washington
$2.36M +$140K +2,981 +7%
AF
20
Allworth Financial
California
$2.34M -$22.5K -479 -1%
LNC
21
Lincoln National Corp
Pennsylvania
$2.01M +$357K +7,594 +23%
RJA
22
Raymond James & Associates
Florida
$1.99M -$79.6K -1,693 -4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.95M -$397K -8,447 -18%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.77M -$515K -10,950 -23%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.68M -$201K -4,282 -11%

JPIN Hedge Fund Activity: Q4 2022 in Review

99 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q4 2022, worth a combined $601M — up 17% from $514M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JPIN positions and 11 closed out — a net gain of 11 holders — while 21 added to existing stakes and 47 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $27.7M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $22.2M.

  • 99 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $601M of JPMorgan Diversified Return International Equity ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 22 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q4 2022 and 11 closed out, a net change of +11 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q4 2022 was Wealth Enhancement Advisory Services, an estimated $27.7M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q4 2022 was Wealthspire Advisors (New York), an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2022.