JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
37 hedge funds and large institutions have $100M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more funds holding
Funds holding: 32 → 37 (+5)
1.83% less ownership
Funds ownership: 77.99% → 76.15% (-1.8%)
22% less capital invested
Capital invested by funds: $128M → $100M (-$27.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$10.5M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.63M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$3.23M |
| 4 |
Jane Street
New York
|
+$2.01M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$50.7M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$1.57M |
| 3 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$506K |
| 4 |
Morgan Stanley
New York
|
-$244K |
| 5 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$211K |
JPSE Hedge Fund Activity: Q3 2019 in Review
37 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2019, worth a combined $100M — down 22% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPSE positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $10.5M. The largest seller was Total Investment Management, exiting entirely with an estimated $50.7M sold.
- 37 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2019, up from 32 in Q2 2019.
- Funds reported $100M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2019, down 22% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2019 and 4 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2019 was GeoWealth Management, an estimated $10.5M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2019 was Total Investment Management, an estimated $50.7M sold.
Based on aggregated 13F filings for Q3 2019.