JPMorgan Diversified Return US Equity ETF
JPUS
31 hedge funds and large institutions have $235M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
49% more capital invested
Capital invested by funds: $158M → $235M (+$76.9M)
41% more funds holding
Funds holding: 22 → 31 (+9)
3.28% more ownership
Funds ownership: 92.25% → 95.52% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$29.5M |
| 2 |
BT
Beacon Trust
Morristown,
New Jersey
|
+$8.95M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.42M |
| 4 |
Jane Street
New York
|
+$7.54M |
| 5 |
Morgan Stanley
New York
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$570K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$353K |
| 3 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$200K |
| 4 |
CB
Community Bank
Dewitt,
New York
|
-$4.32K |
| 5 |
JP Morgan Chase
New York
|
-$1.42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
26
Shamrock Asset Management
Dallas,
Texas
| $237K | -$570K | -9,236 | -71% |
|
|
FANJ
27
Financial Architects (New Jersey)
Marlton,
New Jersey
| $151K | +$148K | +2,395 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $74K | +$12.4K | +200 | +21% |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $71K | +$69.2K | +1,120 | New |
|
30
Wells Fargo
San Francisco,
California
| $69K | +$23.5K | +381 | +54% |
|
|
MWM
31
Mascoma Wealth Management
Hanover,
New Hampshire
| $11K | – | – | – |
|
JPUS Hedge Fund Activity: Q1 2017 in Review
31 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2017, worth a combined $235M — up 49% from $158M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPUS positions and 0 closed out — a net gain of 10 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was SVA Wealth Management, adding an estimated $29.5M. The largest seller was Shamrock Asset Management, cutting an estimated $570K.
- 31 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2017, up from 22 in Q4 2016.
- Funds reported $235M of JPMorgan Diversified Return US Equity ETF stock for Q1 2017, up 49% quarter-over-quarter.
- 10 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2017 and 0 closed out, a net change of +10 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2017 was SVA Wealth Management, an estimated $29.5M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2017 was Shamrock Asset Management, an estimated $570K sold.
Based on aggregated 13F filings for Q1 2017.