JPMorgan Diversified Return US Equity ETF
JPUS
58 hedge funds and large institutions have $300M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
26% more funds holding
Funds holding: 46 → 58 (+12)
25% more capital invested
Capital invested by funds: $240M → $300M (+$60.3M)
2.83% less ownership
Funds ownership: 77.39% → 74.56% (-2.8%)
75% less call options, than puts
Call options by funds: $247K | Put options by funds: $973K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.8M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$6.26M |
| 3 |
Morgan Stanley
New York
|
+$5.39M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.8M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.91M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.09M |
| 3 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$537K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$417K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
51
First Allied Advisory Services
San Diego,
California
| $65K | +$64.8K | +933 | New |
|
52
Wells Fargo
San Francisco,
California
| $27K | -$10.6K | -152 | -29% |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $7K | +$6.95K | +100 | New |
|
|
TFS
54
TrustCore Financial Services
Brentwood,
Tennessee
| $6K | +$6.04K | +87 | New |
|
|
NR
55
Newfound Research
Wellesley Hills,
Massachusetts
| $4K | +$278 | +4 | +8% |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | +$4.03K | +58 | New |
|
|
PWM
57
Perigon Wealth Management
San Francisco,
California
| $3K | -$21K | -303 | -87% |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.91M | -41,964 | Closed |
|
|
NPC
59
National Planning Corporation
El Segundo,
California
| – | -$417K | -6,192 | Closed |
|
|
ICOA
60
Investment Centers of America
Bismarck,
North Dakota
| – | -$375K | -5,575 | Closed |
|
|
SAM
61
Shamrock Asset Management
Dallas,
Texas
| – | -$286K | -4,248 | Closed |
|
|
BCI
62
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$486 | +7 | New |
|
JPUS Hedge Fund Activity: Q4 2017 in Review
58 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2017, worth a combined $300M — up 25% from $240M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JPUS positions and 4 closed out — a net gain of 12 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $8.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.91M sold.
- 58 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2017, up from 46 in Q3 2017.
- Funds reported $300M of JPMorgan Diversified Return US Equity ETF stock for Q4 2017, up 25% quarter-over-quarter.
- 16 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2017 and 4 closed out, a net change of +12 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2017 was UBS Group, an estimated $8.8M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2017 was Susquehanna International Group, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2017.