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JPUS

JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $316M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more funds holding

Funds holding: 7173 (+2)

1% more capital invested

Capital invested by funds: $313M → $316M (+$2.64M)

13.49% less ownership

Funds ownership: 77.52%64.03% (-13%)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.16%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
9
Increased
23
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
LexAurum Advisors
Kansas
$1.13M -$247K -2,560 -18%
Jane Street
27
Jane Street
New York
$1.13M +$1.14M +11,824 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.08M -$72.4K -751 -6%
Osaic Holdings
29
Osaic Holdings
Arizona
$914K -$264K -2,732 -22%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$854K +$164K +1,704 +24%
PG
31
Patten Group
Tennessee
$770K -$278K -2,878 -26%
SAM
32
SignalPoint Asset Management
Missouri
$663K
IFA
33
Interactive Financial Advisors
Illinois
$632K +$675 +7 +0.1%
CA
34
Cetera Advisors
Colorado
$612K -$29.9K -310 -5%
AC
35
Avant Capital
Louisiana
$603K -$14.7K -152 -2%
RJA
36
Raymond James & Associates
Florida
$581K -$18.9K -196 -3%
PAG
37
Private Advisor Group
New Jersey
$562K +$567K +5,877 New
RF
38
RHS Financial
California
$523K +$201K +2,083 +62%
BIAS
39
Beacon Investment Advisory Services
New Jersey
$464K -$131K -1,355 -22%
FM
40
Foster & Motley
Ohio
$451K +$31.3K +324 +7%
CCFM
41
Clear Creek Financial Management
Washington
$431K -$14.9K -154 -3%
SFS
42
Sowell Financial Services
Arkansas
$427K +$431K +4,471 New
IF
43
Intrua Financial
Texas
$393K +$403K +4,180 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$388K -$47K -487 -11%
NL
45
NWAM LLC
Washington
$370K
Citigroup
46
Citigroup
New York
$311K -$2.8K -29 -0.9%
AA
47
Ancora Advisors
Ohio
$299K -$32.6K -338 -10%
KAS
48
Kestra Advisory Services
Texas
$298K -$8.78K -91 -3%
ACA
49
Aptus Capital Advisors
Alabama
$293K +$295K +3,061 New
NSAM
50
North Star Asset Management
Wisconsin
$268K -$39.8K -413 -13%

JPUS Hedge Fund Activity: Q1 2023 in Review

73 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2023, worth a combined $316M — up 0.84% from $313M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPUS positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.77M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.1M sold.

  • 73 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $316M of JPMorgan Diversified Return US Equity ETF stock for Q1 2023, up 0.84% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $1.77M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2023 was Goldman Sachs, an estimated $9.1M sold.

Based on aggregated 13F filings for Q1 2023.