JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
40 hedge funds and large institutions have $108M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $94.4M → $108M (+$14.1M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.05% less ownership
Funds ownership: 63.81% → 62.75% (-1.1%)
5% less funds holding
Funds holding: 42 → 40 (-2)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.62M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$969K |
| 4 |
Morgan Stanley
New York
|
+$885K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$4.6M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.31M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.02M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.43M |
| 5 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$980K |
JPSE Hedge Fund Activity: Q4 2020 in Review
40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2020, worth a combined $108M — up 15% from $94.4M a quarter earlier.
Fund positioning in JPSE was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.62M. The largest seller was AssetMark Inc, cutting an estimated $4.6M.
- 40 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2020, down from 42 in Q3 2020.
- Funds reported $108M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2020 and 4 closed out, a net change of 0 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2020 was LPL Financial, an estimated $1.62M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2020 was AssetMark Inc, an estimated $4.6M sold.
Based on aggregated 13F filings for Q4 2020.