JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
40 hedge funds and large institutions have $139M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
7% more capital invested
Capital invested by funds: $130M → $139M (+$8.68M)
0% more funds holding
Funds holding: 40 → 40 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2.71% less ownership
Funds ownership: 78.34% → 75.63% (-2.7%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.21M |
| 2 |
MFG
Menard Financial Group
Houston,
Texas
|
+$1.73M |
| 3 |
LPL Financial
San Diego,
California
|
+$953K |
| 4 |
Morgan Stanley
New York
|
+$805K |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$644K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.58M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$945K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$513K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$491K |
JPSE Hedge Fund Activity: Q4 2021 in Review
40 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2021, worth a combined $139M — up 6.7% from $130M a quarter earlier.
Fund positioning in JPSE was balanced in Q4 2021: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 12 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.21M. The largest seller was Envestnet Asset Management, cutting an estimated $4.58M.
- 40 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $139M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2021, up 6.7% quarter-over-quarter.
- 7 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2021 and 7 closed out, a net change of 0 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2021 was Osaic Holdings, an estimated $3.21M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2021.