JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
40 hedge funds and large institutions have $126M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
26% more capital invested
Capital invested by funds: $100M → $126M (+$25.7M)
8% more funds holding
Funds holding: 37 → 40 (+3)
8.32% less ownership
Funds ownership: 76.15% → 67.83% (-8.3%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.67M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$7.23M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.28M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.38M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$7.66M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4M |
| 3 |
JP Morgan Chase
New York
|
-$1.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| 5 |
Jane Street
New York
|
-$581K |
JPSE Hedge Fund Activity: Q4 2019 in Review
40 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2019, worth a combined $126M — up 26% from $100M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPSE positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $8.67M. The largest seller was GeoWealth Management, cutting an estimated $7.66M.
- 40 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2019, up from 37 in Q3 2019.
- Funds reported $126M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2019, up 26% quarter-over-quarter.
- 7 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2019 and 3 closed out, a net change of +4 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $8.67M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2019 was GeoWealth Management, an estimated $7.66M sold.
Based on aggregated 13F filings for Q4 2019.