JPMorgan Diversified Return US Equity ETF
JPUS
83 hedge funds and large institutions have $642M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 8 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 26
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
15% more capital invested
Capital invested by funds: $559M → $642M (+$83.3M)
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
1% more funds holding
Funds holding: 82 → 83 (+1)
0.26% more ownership
Funds ownership: 79.6% → 79.87% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$57.6M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$22.6M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$4.61M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$8.58M |
| 2 |
Jane Street
New York
|
-$5.95M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$4.97M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.43M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.55M |
JPUS Hedge Fund Activity: Q3 2019 in Review
83 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2019, worth a combined $642M — up 15% from $559M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPUS positions and 8 closed out — a net gain of 2 holders — while 41 added to existing stakes and 26 trimmed.
The largest buyer was Modera Wealth Management, adding an estimated $57.6M. The largest seller was Beacon Investment Advisory Services, cutting an estimated $8.58M.
- 83 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2019, up from 82 in Q2 2019.
- Funds reported $642M of JPMorgan Diversified Return US Equity ETF stock for Q3 2019, up 15% quarter-over-quarter.
- 10 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2019 and 8 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2019 was Modera Wealth Management, an estimated $57.6M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2019 was Beacon Investment Advisory Services, an estimated $8.58M sold.
Based on aggregated 13F filings for Q3 2019.