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JPUS

JPMorgan Diversified Return US Equity ETF

46 hedge funds and large institutions have $240M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

39% more funds holding

Funds holding: 3346 (+13)

38% more capital invested

Capital invested by funds: $173M → $240M (+$66.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.69% less ownership

Funds ownership: 78.08%77.39% (-0.69%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $417K

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
23
Reduced
8
Closed
Calls
Puts
$417K
Net Calls
-$417K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$675K +$661K +10,030 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$546K +$28.7K +436 +6%
SFSIG
28
San Francisco Sentry Investment Group
California
$435K +$31.1K +471 +8%
NPC
29
National Planning Corporation
California
$417K +$72.8K +1,105 +22%
TCM
30
TD Capital Management
Tennessee
$393K +$33.2K +503 +9%
SAM
31
SignalPoint Asset Management
Missouri
$376K +$369K +5,600 New
ICOA
32
Investment Centers of America
North Dakota
$375K +$49.4K +750 +16%
LWAC
33
Laurel Wealth Advisors (California)
California
$366K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$362K -$25.2K -382 -7%
AP
35
Appleton Partners
Massachusetts
$315K +$38.6K +585 +14%
WGCA
36
Wolf Group Capital Advisors
Virginia
$309K +$299K +4,537 New
SAM
37
Shamrock Asset Management
Texas
$286K +$66 +1 +0%
IFA
38
Interactive Financial Advisors
Illinois
$248K +$243K +3,688 New
PA
39
Planning Alternatives
Michigan
$224K +$220K +3,332 New
CA
40
Continuum Advisory
Idaho
$207K +$203K +3,076 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$178K +$16.8K +255 +11%
AG
42
Advisor Group
Arizona
$96K +$16.5K +250 +21%
Wells Fargo
43
Wells Fargo
California
$36K
PWM
44
Perigon Wealth Management
California
$24K +$21.6K +327 +1,422%
Citigroup
45
Citigroup
New York
$3K +$2.64K +40 New
NR
46
Newfound Research
Massachusetts
$3K +$3.23K +49 New

JPUS Hedge Fund Activity: Q3 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2017, worth a combined $240M — up 38% from $173M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPUS positions and 0 closed out — a net gain of 13 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $26.4M. The largest seller was Jane Street, cutting an estimated $10.7M.

  • 46 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2017, up from 33 in Q2 2017.
  • Funds reported $240M of JPMorgan Diversified Return US Equity ETF stock for Q3 2017, up 38% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2017 and 0 closed out, a net change of +13 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2017 was UBS Group, an estimated $26.4M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2017 was Jane Street, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2017.