JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
43 hedge funds and large institutions have $140M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
4% more capital invested
Capital invested by funds: $135M → $140M (+$5.05M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.89% less ownership
Funds ownership: 80.5% → 79.62% (-0.89%)
4% less funds holding
Funds holding: 45 → 43 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$2.14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.22M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$861K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$750K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$7.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.54M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$697K |
| 4 |
Jane Street
New York
|
-$418K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$190K |
JPSE Hedge Fund Activity: Q2 2021 in Review
43 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2021, worth a combined $140M — up 3.8% from $135M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPSE and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 17 added.
The largest buyer was Koss-Olinger Consulting, adding an estimated $2.14M. The largest seller was CreativeOne Wealth, cutting an estimated $7.01M.
- 43 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2021, down from 45 in Q1 2021.
- Funds reported $140M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
- 3 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2021 and 4 closed out, a net change of -1 holder.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2021 was Koss-Olinger Consulting, an estimated $2.14M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2021 was CreativeOne Wealth, an estimated $7.01M sold.
Based on aggregated 13F filings for Q2 2021.