JPMorgan Diversified Return US Equity ETF
JPUS
63 hedge funds and large institutions have $377M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.
146% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 13
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $341M → $377M (+$36.2M)
7% more funds holding
Funds holding: 59 → 63 (+4)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.23% less ownership
Funds ownership: 70.01% → 69.79% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TD Capital Management
Memphis,
Tennessee
|
+$4.37M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.98M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.96M |
| 4 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$3.92M |
| 5 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$7.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.48M |
| 3 |
LPL Financial
San Diego,
California
|
-$701K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$476K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$458K |
JPUS Hedge Fund Activity: Q2 2018 in Review
63 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2018, worth a combined $377M — up 11% from $341M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JPUS positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 13 trimmed.
The largest buyer was TD Capital Management, adding an estimated $4.37M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $7.56M sold.
- 63 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2018, up from 59 in Q1 2018.
- Funds reported $377M of JPMorgan Diversified Return US Equity ETF stock for Q2 2018, up 11% quarter-over-quarter.
- 10 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2018 and 6 closed out, a net change of +4 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2018 was TD Capital Management, an estimated $4.37M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $7.56M sold.
Based on aggregated 13F filings for Q2 2018.