JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
9 hedge funds and large institutions have $35M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
13% more capital invested
Capital invested by funds: $30.9M → $35M (+$4.08M)
15.65% less ownership
Funds ownership: 74.64% → 59% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$793K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$759K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$705K |
| 4 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$655K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$622K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$484K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $28.1M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.62M | -$484K | -16,556 | -23% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.4M | +$705K | +24,120 | +104% |
|
|
FWM
4
Frontier Wealth Management
Kansas City,
Missouri
| $959K | +$384K | +13,126 | +68% |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $806K | +$793K | +27,140 | New |
|
|
FAAS
6
First Allied Advisory Services
San Diego,
California
| $769K | +$759K | +25,988 | New |
|
|
AP
7
Appleton Partners
Boston,
Massachusetts
| $666K | +$655K | +22,424 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $399K | +$393K | +13,437 | New |
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| $322K | +$317K | +10,863 | New |
|
|
10
Jane Street
New York
| – | -$622K | -21,707 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$35K | -1,233 | Closed |
|
JPSE Hedge Fund Activity: Q4 2017 in Review
9 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2017, worth a combined $35M — up 13% from $30.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPSE positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Advisor Group, opening a new position worth an estimated $793K. The largest seller was Jane Street, exiting entirely with an estimated $622K sold.
- 9 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2017, up from 6 in Q3 2017.
- Funds reported $35M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2017, up 13% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2017 and 2 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2017 was Advisor Group, an estimated $793K added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2017 was Jane Street, an estimated $622K sold.
Based on aggregated 13F filings for Q4 2017.