JPMorgan Managed Futures Strategy ETF
JPMF
JPMF was delisted on the 12th of June, 2020.
8 hedge funds and large institutions have $51.4M invested in JPMorgan Managed Futures Strategy ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
2% more capital invested
Capital invested by funds: $50.2M → $51.4M (+$1.2M)
20% less funds holding
Funds holding: 10 → 8 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pettinga Financial Advisors
Evansville,
Indiana
|
+$668K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$420K |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$202K |
| 4 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$36.2K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$779K |
| 3 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$40K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$21K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $45.9M | -$1.62M | -64,583 | -3% |
|
|
PFA
2
Pettinga Financial Advisors
Evansville,
Indiana
| $2.66M | +$668K | +26,660 | +34% |
|
|
CIM
3
Cambria Investment Management
Manhattan Beach,
California
| $1.54M | +$202K | +8,072 | +15% |
|
|
CI
4
CX Institutional
Auburn,
Indiana
| $618K | +$19.4K | +776 | +3% |
|
|
CFA
5
Carroll Financial Associates
Charlotte,
North Carolina
| $426K | +$420K | +16,761 | New |
|
|
PO
6
Private Ocean
San Rafael,
California
| $174K | -$4.51K | -180 | -3% |
|
|
FCA
7
FinTrust Capital Advisors
Greenville,
South Carolina
| $37K | +$36.2K | +1,445 | New |
|
8
Morgan Stanley
New York
| $22K | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$779K | -32,138 | Closed |
|
|
RFA
10
Reilly Financial Advisors
La Mesa,
California
| – | -$40K | -1,562 | Closed |
|
|
AAP
11
Arax Advisory Partners
Denver,
Colorado
| – | -$21K | -800 | Closed |
|
|
OIA
12
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$9K | -335 | Closed |
|
JPMF Hedge Fund Activity: Q3 2019 in Review
8 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Managed Futures Strategy ETF (JPMF) for Q3 2019, worth a combined $51.4M — up 2.4% from $50.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPMF and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Pettinga Financial Advisors, adding an estimated $668K. The largest seller was JP Morgan Chase, cutting an estimated $1.62M.
- 8 institutional investors held JPMorgan Managed Futures Strategy ETF (JPMF) as of Q3 2019, down from 10 in Q2 2019.
- Funds reported $51.4M of JPMorgan Managed Futures Strategy ETF stock for Q3 2019, up 2.4% quarter-over-quarter.
- 2 funds opened new JPMorgan Managed Futures Strategy ETF positions in Q3 2019 and 4 closed out, a net change of -2 holders.
- The largest JPMorgan Managed Futures Strategy ETF buyer in Q3 2019 was Pettinga Financial Advisors, an estimated $668K added.
- The largest JPMorgan Managed Futures Strategy ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.62M sold.
Based on aggregated 13F filings for Q3 2019.