JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
23 hedge funds and large institutions have $54.1M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
44% more funds holding
Funds holding: 16 → 23 (+7)
43% more capital invested
Capital invested by funds: $37.7M → $54.1M (+$16.4M)
2.93% more ownership
Funds ownership: 56.38% → 59.31% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$5.32M |
| 2 |
Jane Street
New York
|
+$2.37M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.96M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.06M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$905K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$277K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$231K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$148K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3K |
JPSE Hedge Fund Activity: Q2 2018 in Review
23 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2018, worth a combined $54.1M — up 43% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPSE positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $5.32M. The largest seller was First Allied Advisory Services, cutting an estimated $277K.
- 23 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2018, up from 16 in Q1 2018.
- Funds reported $54.1M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2018, up 43% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2018 and 2 closed out, a net change of +7 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2018 was CreativeOne Wealth, an estimated $5.32M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2018 was First Allied Advisory Services, an estimated $277K sold.
Based on aggregated 13F filings for Q2 2018.