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JPMorgan Diversified Return International Equity ETF

90 hedge funds and large institutions have $564M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $601M → $564M (-$36.7M)

6.79% less ownership

Funds ownership: 78.1%71.31% (-6.8%)

9% less funds holding

Funds holding: 9990 (-9)

22% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 41

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
90
Holders Change
-9
Holders Change %
-9.09%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
7
Increased
32
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
$356M -$1.91M -36,945 -0.5%
UBS Group
2
UBS Group
Switzerland
$39M -$692K -13,400 -2%
CW
3
CreativeOne Wealth
Kansas
$30.7M -$8.47M -164,103 -22%
Bank of America
4
Bank of America
North Carolina
$22.4M +$189K +3,656 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$16.5M -$432K -8,361 -3%
QA
6
Quantitative Advantage
Minnesota
$6.54M +$424K +8,208 +7%
SCM
7
Sterneck Capital Management
Missouri
$5.92M -$32.6K -631 -0.6%
GW
8
GW & Wade
Massachusetts
$5.7M +$122K +2,366 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.68M +$620K +12,013 +12%
OMC
10
Old Mission Capital
Illinois
$5.28M -$475K -9,201 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.09M -$676K -13,101 -12%
DE
12
Day & Ennis
Georgia
$4.38M -$404K -7,825 -9%
LA
13
LexAurum Advisors
Kansas
$4.02M -$42.5K -823 -1%
LPL Financial
14
LPL Financial
California
$3.98M +$92.2K +1,787 +2%
GM
15
GeoWealth Management
Illinois
$3.6M -$1.91M -37,021 -35%
EFMC
16
Empire Financial Management Company
New York
$3.53M +$3.48M +67,424 New
Jane Street
17
Jane Street
New York
$2.82M -$5.07M -98,123 -65%
BAM
18
Bellevue Asset Management
Washington
$2.6M +$95.6K +1,851 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.47M +$577K +11,187 +31%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.4M +$613K +11,879 +35%
AF
21
Allworth Financial
California
$2.36M -$130K -2,518 -5%
LNC
22
Lincoln National Corp
Pennsylvania
$2.28M +$146K +2,827 +7%
RJA
23
Raymond James & Associates
Florida
$2.24M +$118K +2,288 +6%
Citadel Advisors
24
Citadel Advisors
Florida
$1.84M +$1.09M +21,040 +150%
AWM
25
Apollon Wealth Management
South Carolina
$1.67M +$97.9K +1,897 +6%

JPIN Hedge Fund Activity: Q1 2023 in Review

90 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q1 2023, worth a combined $564M — down 6.1% from $601M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of JPIN and 7 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 32 added.

The largest buyer was Citadel Advisors, adding an estimated $1.09M. The largest seller was Stonehearth Capital Management, cutting an estimated $8.6M.

  • 90 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q1 2023, down from 99 in Q4 2022.
  • Funds reported $564M of JPMorgan Diversified Return International Equity ETF stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 7 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q1 2023 and 13 closed out, a net change of -6 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.09M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q1 2023 was Stonehearth Capital Management, an estimated $8.6M sold.

Based on aggregated 13F filings for Q1 2023.