JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
83 hedge funds and large institutions have $307M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 11 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
4% more funds holding
Funds holding: 80 → 83 (+3)
0.29% less ownership
Funds ownership: 75.89% → 75.6% (-0.29%)
2% less capital invested
Capital invested by funds: $313M → $307M (-$5.14M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$7.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.93M |
| 3 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
+$3.01M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.72M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$11.9M |
| 2 |
Morgan Stanley
New York
|
-$8.49M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.78M |
| 4 |
Jane Street
New York
|
-$1.93M |
| 5 |
Goldman Sachs
New York
|
-$696K |
JPSE Hedge Fund Activity: Q3 2023 in Review
83 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2023, worth a combined $307M — down 1.6% from $313M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPSE positions and 11 closed out — a net gain of 3 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $7.93M. The largest seller was Systelligence LLC, exiting entirely with an estimated $11.9M sold.
- 83 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2023, up from 80 in Q2 2023.
- Funds reported $307M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2023, down 1.6% quarter-over-quarter.
- 14 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2023 and 11 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2023 was Stifel Financial, an estimated $7.93M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2023 was Systelligence LLC, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2023.