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JPMorgan Diversified Return International Equity ETF

94 hedge funds and large institutions have $286M invested in JPMorgan Diversified Return International Equity ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

4% more funds holding

Funds holding: 9094 (+4)

7.31% less ownership

Funds ownership: 71.31%64% (-7.3%)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

49% less capital invested

Capital invested by funds: $564M → $286M (-$279M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
31
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$39M +$320K +6,042 +0.8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$32.4M -$327M -6,177,255 -91%
CW
3
CreativeOne Wealth
Kansas
$25.2M -$5.39M -101,858 -17%
Bank of America
4
Bank of America
North Carolina
$22.1M -$77.5K -1,465 -0.3%
Citadel Advisors
5
Citadel Advisors
Florida
$21.5M +$20.1M +379,584 +1,081%
Morgan Stanley
6
Morgan Stanley
New York
$16.6M +$180K +3,408 +1%
Cerity Partners
7
Cerity Partners
New York
$16.5M +$16.8M +317,941 New
Jane Street
8
Jane Street
New York
$16.1M +$13.5M +255,583 +474%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$7.49M +$6.75M +127,455 +759%
OMC
10
Old Mission Capital
Illinois
$6.62M +$1.41M +26,706 +26%
LPL Financial
11
LPL Financial
California
$6.08M +$2.17M +41,015 +54%
SCM
12
Sterneck Capital Management
Missouri
$5.96M +$89.3K +1,687 +1%
GW
13
GW & Wade
Massachusetts
$5.61M -$46.4K -877 -0.8%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.32M -$298K -5,631 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.36M -$710K -13,410 -14%
DE
16
Day & Ennis
Georgia
$4.25M -$102K -1,931 -2%
LA
17
LexAurum Advisors
Kansas
$3.78M -$209K -3,952 -5%
FTUS
18
Flow Traders U.S.
New York
$3.31M +$2.92M +55,182 +638%
BAM
19
Bellevue Asset Management
Washington
$2.62M +$40.8K +771 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.57M +$123K +2,322 +5%
AF
21
Allworth Financial
California
$2.43M +$90K +1,701 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.29M +$162K +3,057 +7%
RJA
23
Raymond James & Associates
Florida
$2.12M -$103K -1,949 -5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.91M -$479K -9,043 -20%
EFMC
25
Empire Financial Management Company
New York
$1.55M -$1.99M -37,568 -56%

JPIN Hedge Fund Activity: Q2 2023 in Review

94 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q2 2023, worth a combined $286M — down 49% from $564M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPIN positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $20.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $327M.

  • 94 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $286M of JPMorgan Diversified Return International Equity ETF stock for Q2 2023, down 49% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q2 2023 and 7 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q2 2023 was Citadel Advisors, an estimated $20.1M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2023.