JPMorgan Diversified Return US Equity ETF
JPUS
71 hedge funds and large institutions have $505M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 11 closing their positions.
12% more capital invested
Capital invested by funds: $450M → $505M (+$55.3M)
0.6% more ownership
Funds ownership: 82.04% → 82.64% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
8% less funds holding
Funds holding: 77 → 71 (-6)
35% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 34
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.09M |
| 3 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$2.08M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.83M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$11.7M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.27M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.15M |
| 4 |
Jane Street
New York
|
-$1.77M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$1.02M |
JPUS Hedge Fund Activity: Q4 2020 in Review
71 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2020, worth a combined $505M — up 12% from $450M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of JPUS and 7 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 22 added.
The largest buyer was Citadel Advisors, adding an estimated $6.18M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $11.7M sold.
- 71 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2020, down from 77 in Q3 2020.
- Funds reported $505M of JPMorgan Diversified Return US Equity ETF stock for Q4 2020, up 12% quarter-over-quarter.
- 7 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2020 and 11 closed out, a net change of -4 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2020 was Citadel Advisors, an estimated $6.18M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2020 was Integrated Wealth Concepts, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2020.