JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
27 hedge funds and large institutions have $133M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 10 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.14% less ownership
Funds ownership: 81.58% → 79.44% (-2.1%)
18% less funds holding
Funds holding: 33 → 27 (-6)
20% less capital invested
Capital invested by funds: $167M → $133M (-$34.2M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFG
26
Pacific Financial Group
Bellevue,
Washington
| – | -$8.21M | -116,197 | Closed |
|
27
Jane Street
New York
| – | -$5.3M | -75,028 | Closed |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$245K | -3,463 | Closed |
|
29
Envestnet Asset Management
Chicago,
Illinois
| – | -$213K | -3,018 | Closed |
|
|
SL
30
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$69K | -972 | Closed |
|
|
VCP
31
Verus Capital Partners
Scottsdale,
Arizona
| – | -$42K | -600 | Closed |
|
|
HR
32
Howe & Rusling
Rochester,
New York
| – | -$23K | -332 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$10K | -139 | Closed |
|
|
MAM
34
Meeder Asset Management
Dublin,
Ohio
| – | -$5K | -75 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$64 | -1 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$64 | +1 | New |
|
|
OPS
37
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$385 | +6 | New |
|
JPME Hedge Fund Activity: Q1 2020 in Review
27 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q1 2020, worth a combined $133M — down 20% from $167M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPME and 6 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 13 added.
The largest buyer was RVW Wealth, opening a new position worth an estimated $12.3M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $8.21M sold.
- 27 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q1 2020, down from 33 in Q4 2019.
- Funds reported $133M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q1 2020, down 20% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q1 2020 and 10 closed out, a net change of -4 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q1 2020 was RVW Wealth, an estimated $12.3M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q1 2020 was Pacific Financial Group, an estimated $8.21M sold.
Based on aggregated 13F filings for Q1 2020.