JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
16 hedge funds and large institutions have $37.7M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.
78% more funds holding
Funds holding: 9 → 16 (+7)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
8% more capital invested
Capital invested by funds: $35M → $37.7M (+$2.73M)
2.62% less ownership
Funds ownership: 59% → 56.38% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$1.5M |
| 2 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$1.28M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$717K |
| 4 |
LPL Financial
San Diego,
California
|
+$455K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$62.1K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$41.2K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.92K |
JPSE Hedge Fund Activity: Q1 2018 in Review
16 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2018, worth a combined $37.7M — up 7.8% from $35M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPSE positions and 0 closed out — a net gain of 7 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $1.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.02M.
- 16 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2018, up from 9 in Q4 2017.
- Funds reported $37.7M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2018, up 7.8% quarter-over-quarter.
- 7 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2018 and 0 closed out, a net change of +7 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2018 was AssetMark Inc, an estimated $1.5M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2018 was Susquehanna International Group, an estimated $1.02M sold.
Based on aggregated 13F filings for Q1 2018.