JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
34 hedge funds and large institutions have $155M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
26% more funds holding
Funds holding: 27 → 34 (+7)
17% more capital invested
Capital invested by funds: $133M → $155M (+$22.8M)
6.11% less ownership
Funds ownership: 79.44% → 73.33% (-6.1%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.02M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$2.88M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.14M |
| 5 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
-$16.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$1.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$605K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $38K | +$36.4K | +635 | New |
|
27
JP Morgan Chase
New York
| $27K | – | – | – |
|
|
HR
28
Howe & Rusling
Rochester,
New York
| $7K | +$7.11K | +124 | New |
|
|
SFS
29
Sowell Financial Services
North Little Rock,
Arkansas
| $5K | – | – | – |
|
30
BlackRock
New York
| $4K | +$4.18K | +73 | New |
|
|
IRC
31
Investors Research Corp
Atlanta,
Georgia
| $2K | – | – | – |
|
|
DI
32
Disciplined Investments
Tulsa,
Oklahoma
| $1K | +$1.32K | +23 | New |
|
|
LNC
33
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$470K | -9,432 | Closed |
|
34
Morgan Stanley
New York
| – | -$2K | -48 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | +$57 | +1 | New |
|
JPME Hedge Fund Activity: Q2 2020 in Review
34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q2 2020, worth a combined $155M — up 17% from $133M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPME positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.11M. The largest seller was Foster Victor Wealth Advisors, cutting an estimated $16.3M.
- 34 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q2 2020, up from 27 in Q1 2020.
- Funds reported $155M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q2 2020, up 17% quarter-over-quarter.
- 10 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q2 2020 and 3 closed out, a net change of +7 holders.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q2 2020 was Citadel Advisors, an estimated $5.11M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q2 2020 was Foster Victor Wealth Advisors, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2020.