JPMorgan Long/Short ETF
JPLS
JPLS was delisted on the 12th of June, 2020.
10 hedge funds and large institutions have $23.4M invested in JPMorgan Long/Short ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
15% less capital invested
Capital invested by funds: $27.5M → $23.4M (-$4.09M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$415K |
| 2 |
Jane Street
New York
|
+$314K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$122K |
| 4 |
EH
Equitable Holdings
New York
|
+$27.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$251K |
| 2 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$94.3K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $18.3M | – | – | – |
|
|
SCM
2
Sterneck Capital Management
Kansas City,
Missouri
| $2.38M | -$94.3K | -4,540 | -3% |
|
|
3
Jane Street
New York
| $1.01M | +$314K | +15,132 | +38% |
|
|
EH
4
Equitable Holdings
New York
| $896K | +$27.2K | +1,310 | +3% |
|
|
5
Citadel Advisors
Miami,
Florida
| $366K | +$415K | +19,971 | New |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $307K | -$251K | -12,067 | -42% |
|
|
OPS
7
Orion Portfolio Solutions
Omaha,
Nebraska
| $108K | +$122K | +5,873 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $70K | +$16.1K | +775 | +25% |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $18K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $8K | +$9.5K | +457 | New |
|
|
BCI
11
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$48K | -2,204 | Closed |
|
JPLS Hedge Fund Activity: Q1 2020 in Review
10 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Long/Short ETF (JPLS) for Q1 2020, worth a combined $23.4M — down 15% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPLS positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $415K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $251K.
- 10 institutional investors held JPMorgan Long/Short ETF (JPLS) as of Q1 2020, up from 9 in Q4 2019.
- Funds reported $23.4M of JPMorgan Long/Short ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 3 funds opened new JPMorgan Long/Short ETF positions in Q1 2020 and 1 closed out, a net change of +2 holders.
- The largest JPMorgan Long/Short ETF buyer in Q1 2020 was Citadel Advisors, an estimated $415K added.
- The largest JPMorgan Long/Short ETF seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $251K sold.
Based on aggregated 13F filings for Q1 2020.