JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
35 hedge funds and large institutions have $156M invested in JPMorgan Diversified Return US Mid Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 34 → 35 (+1)
0% more capital invested
Capital invested by funds: $155M → $156M (+$428K)
1.91% less ownership
Funds ownership: 73.33% → 71.42% (-1.9%)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.4M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.48M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1M |
| 4 |
AssetMark Inc
Concord,
California
|
+$406K |
| 5 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.39M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$2.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.46M |
| 4 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$920K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$897K |
JPME Hedge Fund Activity: Q3 2020 in Review
35 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) for Q3 2020, worth a combined $156M — up 0.28% from $155M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPME positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 14 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $2.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.39M sold.
- 35 institutional investors held JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) as of Q3 2020, up from 34 in Q2 2020.
- Funds reported $156M of JPMorgan Diversified Return US Mid Cap Equity ETF stock for Q3 2020, up 0.28% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Mid Cap Equity ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF buyer in Q3 2020 was GeoWealth Management, an estimated $2.4M added.
- The largest JPMorgan Diversified Return US Mid Cap Equity ETF seller in Q3 2020 was Citadel Advisors, an estimated $5.39M sold.
Based on aggregated 13F filings for Q3 2020.