JPMorgan Diversified Return US Equity ETF
JPUS
72 hedge funds and large institutions have $368M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 72 → 72 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.48% less ownership
Funds ownership: 79.26% → 78.78% (-0.48%)
1% less capital invested
Capital invested by funds: $370M → $368M (-$2.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.36M |
| 2 |
Jane Street
New York
|
+$6.08M |
| 3 |
Goldman Sachs
New York
|
+$5.9M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.35M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$4.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$887K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$814K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$557K |
| 5 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$528K |
JPUS Hedge Fund Activity: Q3 2022 in Review
72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2022, worth a combined $368M — down 0.59% from $370M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPUS positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.36M. The largest seller was Modera Wealth Management, cutting an estimated $4.48M.
- 72 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $368M of JPMorgan Diversified Return US Equity ETF stock for Q3 2022, down 0.59% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2022 and 7 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2022 was Citadel Advisors, an estimated $7.36M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2022 was Modera Wealth Management, an estimated $4.48M sold.
Based on aggregated 13F filings for Q3 2022.