JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
80 hedge funds and large institutions have $313M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
15% more capital invested
Capital invested by funds: $271M → $313M (+$41.1M)
8% more funds holding
Funds holding: 74 → 80 (+6)
1.56% less ownership
Funds ownership: 77.44% → 75.89% (-1.6%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.2M |
| 2 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$7.65M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$6.67M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.71M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFH
Eaton Financial Holdings
Coral Springs,
Florida
|
-$6.72M |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$4.32M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.24M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.54M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.48M |
JPSE Hedge Fund Activity: Q2 2023 in Review
80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2023, worth a combined $313M — up 15% from $271M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JPSE positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 23 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $11.2M. The largest seller was Eaton Financial Holdings, exiting entirely with an estimated $6.72M sold.
- 80 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2023, up from 74 in Q1 2023.
- Funds reported $313M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 15 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $11.2M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2023 was Eaton Financial Holdings, an estimated $6.72M sold.
Based on aggregated 13F filings for Q2 2023.