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JPMorgan Diversified Return US Small Cap Equity ETF

40 hedge funds and large institutions have $130M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.28% less ownership

Funds ownership: 79.62%78.34% (-1.3%)

7% less capital invested

Capital invested by funds: $140M → $130M (-$9.22M)

7% less funds holding

Funds holding: 4340 (-3)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
1
Increased
11
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change

JPSE Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2021, worth a combined $130M — down 6.6% from $140M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JPSE and 1 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Ameriprise, adding an estimated $2.67M. The largest seller was Envestnet Asset Management, cutting an estimated $3.15M.

  • 40 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2021, down from 43 in Q2 2021.
  • Funds reported $130M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2021, down 6.6% quarter-over-quarter.
  • 1 fund opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2021 and 3 closed out, a net change of -2 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2021 was Ameriprise, an estimated $2.67M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2021.