JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
42 hedge funds and large institutions have $94.4M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
17% more funds holding
Funds holding: 36 → 42 (+6)
5% more capital invested
Capital invested by funds: $89.9M → $94.4M (+$4.44M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.45% less ownership
Funds ownership: 68.26% → 63.81% (-4.5%)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$1.23M |
| 2 |
Jane Street
New York
|
+$952K |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$669K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$592K |
| 5 |
Goldman Sachs
New York
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.71M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$904K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$354K |
| 4 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
-$338K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$331K |
JPSE Hedge Fund Activity: Q3 2020 in Review
42 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2020, worth a combined $94.4M — up 4.9% from $89.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPSE positions and 1 closed out — a net gain of 6 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Andesa Financial Management, adding an estimated $1.23M. The largest seller was CreativeOne Wealth, cutting an estimated $4.71M.
- 42 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2020, up from 36 in Q2 2020.
- Funds reported $94.4M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2020, up 4.9% quarter-over-quarter.
- 7 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2020 and 1 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2020 was Andesa Financial Management, an estimated $1.23M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2020 was CreativeOne Wealth, an estimated $4.71M sold.
Based on aggregated 13F filings for Q3 2020.