JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
40 hedge funds and large institutions have $130M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.28% less ownership
Funds ownership: 79.62% → 78.34% (-1.3%)
7% less capital invested
Capital invested by funds: $140M → $130M (-$9.22M)
7% less funds holding
Funds holding: 43 → 40 (-3)
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.67M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.09M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$587K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$535K |
| 5 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.15M |
| 2 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$2.12M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.92M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.59M |
| 5 |
Jane Street
New York
|
-$821K |
JPSE Hedge Fund Activity: Q3 2021 in Review
40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2021, worth a combined $130M — down 6.6% from $140M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JPSE and 1 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 11 added.
The largest buyer was Ameriprise, adding an estimated $2.67M. The largest seller was Envestnet Asset Management, cutting an estimated $3.15M.
- 40 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2021, down from 43 in Q2 2021.
- Funds reported $130M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2021, down 6.6% quarter-over-quarter.
- 1 fund opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2021 and 3 closed out, a net change of -2 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2021 was Ameriprise, an estimated $2.67M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $3.15M sold.
Based on aggregated 13F filings for Q3 2021.