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JPUS

JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $420M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

16% more funds holding

Funds holding: 6373 (+10)

11% more capital invested

Capital invested by funds: $377M → $420M (+$42.3M)

2.57% more ownership

Funds ownership: 69.79%72.36% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.67%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
12
Increased
29
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.94M +$2.91M +39,385 New
AA
27
Ancora Advisors
Ohio
$2.85M +$113K +1,525 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.14M -$233K -3,160 -10%
IA
29
IFP Advisors
Florida
$2.14M -$17K -230 -0.8%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.78M +$112K +1,519 +7%
LA
31
LexAurum Advisors
Kansas
$1.75M +$629K +8,528 +57%
FCIM
32
Fairview Capital Investment Management
California
$1.74M +$600K +8,130 +53%
KIA
33
KCM Investment Advisors
California
$1.59M +$28.4K +385 +2%
GTAM
34
Global Trust Asset Management
Florida
$1.26M -$293K -3,965 -19%
SFI
35
SPC Financial Inc
Maryland
$1.19M +$239K +3,245 +25%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.18M +$10.2K +138 +0.9%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.12M -$37.5K -508 -3%
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$1.09M +$1.08M +14,596 New
SFG
39
SNS Financial Group
Minnesota
$1.01M -$36.2K -490 -3%
SP
40
SWS Partners
Ohio
$992K -$36.1K -489 -4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$947K +$354K +4,803 +61%
SFSIG
42
San Francisco Sentry Investment Group
California
$895K +$123K +1,672 +16%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$671K -$72.3K -980 -10%
Wells Fargo
44
Wells Fargo
California
$571K +$458K +6,213 +430%
SWM
45
Sanctuary Wealth Management
Idaho
$524K
Lido Advisors
46
Lido Advisors
California
$503K +$85.6K +1,160 +21%
FHC
47
First Heartland Consultants
Missouri
$489K -$361K -4,898 -43%
IFA
48
Interactive Financial Advisors
Illinois
$469K +$53.6K +726 +13%
RJA
49
Raymond James & Associates
Florida
$463K +$38.7K +524 +9%
HighTower Advisors
50
HighTower Advisors
Illinois
$458K +$452K +6,131 New

JPUS Hedge Fund Activity: Q3 2018 in Review

73 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2018, worth a combined $420M — up 11% from $377M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPUS positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $12M. The largest seller was UBS Group, cutting an estimated $12M.

  • 73 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2018, up from 63 in Q2 2018.
  • Funds reported $420M of JPMorgan Diversified Return US Equity ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2018 and 2 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2018 was Jane Street, an estimated $12M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2018 was UBS Group, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2018.