JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
45 hedge funds and large institutions have $142M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
13% more funds holding
Funds holding: 40 → 45 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less ownership
Funds ownership: 76.57% → 71.58% (-5%)
10% less capital invested
Capital invested by funds: $158M → $142M (-$15.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.95M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.68M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$1.24M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.83M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.34M |
| 3 |
Jane Street
New York
|
-$960K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$552K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$380K |
JPSE Hedge Fund Activity: Q2 2022 in Review
45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2022, worth a combined $142M — down 10% from $158M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPSE positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $2.47M. The largest seller was WBI Investments, exiting entirely with an estimated $1.83M sold.
- 45 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2022, up from 40 in Q1 2022.
- Funds reported $142M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2022, down 10% quarter-over-quarter.
- 10 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2022 and 5 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2022 was Bank of America, an estimated $2.47M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2022 was WBI Investments, an estimated $1.83M sold.
Based on aggregated 13F filings for Q2 2022.