JPMorgan Diversified Return US Equity ETF
JPUS
59 hedge funds and large institutions have $341M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 7 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 12
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $300M → $341M (+$41.2M)
2% more funds holding
Funds holding: 58 → 59 (+1)
4.55% less ownership
Funds ownership: 74.56% → 70.01% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$13M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.87M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.07M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$3.83M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.12M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.1M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$2.04M |
| 4 |
Jane Street
New York
|
-$1.87M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.71M |
JPUS Hedge Fund Activity: Q1 2018 in Review
59 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2018, worth a combined $341M — up 14% from $300M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPUS positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 12 trimmed.
The largest buyer was Planning Alternatives, adding an estimated $13M. The largest seller was Lincoln National Corp, cutting an estimated $3.12M.
- 59 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2018, up from 58 in Q4 2017.
- Funds reported $341M of JPMorgan Diversified Return US Equity ETF stock for Q1 2018, up 14% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2018 and 7 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2018 was Planning Alternatives, an estimated $13M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2018 was Lincoln National Corp, an estimated $3.12M sold.
Based on aggregated 13F filings for Q1 2018.