JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
36 hedge funds and large institutions have $89.9M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 6 closing their positions.
10% more capital invested
Capital invested by funds: $81.8M → $89.9M (+$8.11M)
5.1% less ownership
Funds ownership: 73.37% → 68.26% (-5.1%)
8% less funds holding
Funds holding: 39 → 36 (-3)
48% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$5.18M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.33M |
| 3 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
+$1.12M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$741K |
| 5 |
LPL Financial
San Diego,
California
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
-$12.7M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.14M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$707K |
| 5 |
Jane Street
New York
|
-$703K |
JPSE Hedge Fund Activity: Q2 2020 in Review
36 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2020, worth a combined $89.9M — up 9.9% from $81.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JPSE and 3 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 11 added.
The largest buyer was AssetMark Inc, adding an estimated $5.18M. The largest seller was Foster Victor Wealth Advisors, cutting an estimated $12.7M.
- 36 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2020, down from 39 in Q1 2020.
- Funds reported $89.9M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2020, up 9.9% quarter-over-quarter.
- 3 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2020 and 6 closed out, a net change of -3 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2020 was AssetMark Inc, an estimated $5.18M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2020 was Foster Victor Wealth Advisors, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2020.