JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
35 hedge funds and large institutions have $136M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.
75% more capital invested
Capital invested by funds: $77.7M → $136M (+$58.2M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
28.21% more ownership
Funds ownership: 83.98% → 112.19% (+28%)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
6% more funds holding
Funds holding: 33 → 35 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$48.8M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$4.42M |
| 3 |
Jane Street
New York
|
+$2.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.11M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.23M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$4.91M |
| 3 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
-$829K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$759K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$521K |
JPSE Hedge Fund Activity: Q1 2019 in Review
35 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2019, worth a combined $136M — up 75% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPSE positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $48.8M. The largest seller was JP Morgan Chase, cutting an estimated $6.23M.
- 35 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2019, up from 33 in Q4 2018.
- Funds reported $136M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2019, up 75% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2019 and 6 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2019 was Total Investment Management, an estimated $48.8M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2019 was JP Morgan Chase, an estimated $6.23M sold.
Based on aggregated 13F filings for Q1 2019.