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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
+$12.3M |
| 2 |
CPO
Cerity Partners OCIO
New York
|
+$9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.64M |
| 4 |
AssetMark Inc
Concord,
California
|
+$1.8M |
| 5 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$8.21M |
| 2 |
Jane Street
New York
|
-$5.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.11M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$669K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$583K |
JPME Hedge Fund Activity: Q1 2020 in Review
27 of the 4,547 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.