JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
24 hedge funds and large institutions have $72M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more capital invested
Capital invested by funds: $54.1M → $72M (+$17.9M)
8.8% more ownership
Funds ownership: 59.31% → 68.11% (+8.8%)
4% more funds holding
Funds holding: 23 → 24 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.8M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.99M |
| 3 |
AssetMark Inc
Concord,
California
|
+$2.73M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$1.42M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$787K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$248K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$77.2K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$49.1K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$32.1K |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$27K |
JPSE Hedge Fund Activity: Q3 2018 in Review
24 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2018, worth a combined $72M — up 33% from $54.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPSE positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $6.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $248K sold.
- 24 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2018, up from 23 in Q2 2018.
- Funds reported $72M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2018, up 33% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2018 and 3 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $6.8M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2018 was Susquehanna International Group, an estimated $248K sold.
Based on aggregated 13F filings for Q3 2018.