JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
39 hedge funds and large institutions have $81.8M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
5.53% more ownership
Funds ownership: 67.83% → 73.37% (+5.5%)
3% less funds holding
Funds holding: 40 → 39 (-1)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less capital invested
Capital invested by funds: $126M → $81.8M (-$44.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.17M |
| 2 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
+$3.87M |
| 3 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
+$2.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.29M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$10.2M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.75M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$2.41M |
| 4 |
Morgan Stanley
New York
|
-$1.67M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.46M |
JPSE Hedge Fund Activity: Q1 2020 in Review
39 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2020, worth a combined $81.8M — down 35% from $126M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPSE positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $6.17M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $10.2M sold.
- 39 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2020, down from 40 in Q4 2019.
- Funds reported $81.8M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2020, down 35% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2020 and 7 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2020 was Bank of America, an estimated $6.17M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2020 was Pacific Financial Group, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2020.