JPMorgan Diversified Return US Equity ETF
JPUS
33 hedge funds and large institutions have $173M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
6% more funds holding
Funds holding: 31 → 33 (+2)
17.44% less ownership
Funds ownership: 95.52% → 78.08% (-17%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less capital invested
Capital invested by funds: $235M → $173M (-$61.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$2.27M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.15M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$2.07M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.94M |
| 5 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$73.5M |
| 2 |
Jane Street
New York
|
-$256K |
| 3 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$143K |
| 4 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
-$91.8K |
| 5 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$51.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICOA
26
Investment Centers of America
Bismarck,
North Dakota
| $315K | +$6.43K | +100 | +2% |
|
|
SAM
27
Shamrock Asset Management
Dallas,
Texas
| $277K | +$32K | +498 | +13% |
|
|
AP
28
Appleton Partners
Boston,
Massachusetts
| $267K | +$11.6K | +180 | +5% |
|
|
BIAS
29
Beacon Investment Advisory Services
Morristown,
New Jersey
| $213K | -$51.9K | -807 | -20% |
|
|
FANJ
30
Financial Architects (New Jersey)
Marlton,
New Jersey
| $156K | – | – | – |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $77K | +$3.47K | +54 | +5% |
|
32
Wells Fargo
San Francisco,
California
| $35K | -$35.5K | -552 | -51% |
|
|
PWM
33
Perigon Wealth Management
San Francisco,
California
| $2K | +$1.48K | +23 | New |
|
|
MWM
34
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$11K | -170 | Closed |
|
JPUS Hedge Fund Activity: Q2 2017 in Review
33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2017, worth a combined $173M — down 26% from $235M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPUS positions and 1 closed out — a net gain of 3 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Frontier Wealth Management, adding an estimated $2.27M. The largest seller was JP Morgan Chase, cutting an estimated $73.5M.
- 33 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2017, up from 31 in Q1 2017.
- Funds reported $173M of JPMorgan Diversified Return US Equity ETF stock for Q2 2017, down 26% quarter-over-quarter.
- 4 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2017 and 1 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2017 was Frontier Wealth Management, an estimated $2.27M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2017 was JP Morgan Chase, an estimated $73.5M sold.
Based on aggregated 13F filings for Q2 2017.