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JPUS

JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $420M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

16% more funds holding

Funds holding: 6373 (+10)

11% more capital invested

Capital invested by funds: $377M → $420M (+$42.3M)

2.57% more ownership

Funds ownership: 69.79%72.36% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.67%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
12
Increased
29
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$433K +$429K +5,807 New
Citigroup
52
Citigroup
New York
$429K -$10.6K -144 -2%
SAM
53
SignalPoint Asset Management
Missouri
$414K
CWM
54
Cornerstone Wealth Management
Missouri
$375K +$1.87M +25,387 New
PAG
55
Private Advisor Group
New Jersey
$374K +$370K +5,015 New
WGCA
56
Wolf Group Capital Advisors
Virginia
$368K
MML Investors Services
57
MML Investors Services
Massachusetts
$344K +$123K +1,670 +57%
KSA
58
Ken Stern & Associates
California
$342K
NF
59
Nikulski Financial
Iowa
$256K +$270K +3,665 New
BF
60
BOK Financial
Oklahoma
$225K
LFG
61
LifePlan Financial Group
Ohio
$180K
CAL
62
Capital Analysts LLC
Pennsylvania
$108K +$9.52K +129 +10%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$100K -$37.6K -510 -28%
PCA
64
Providence Capital Advisors
North Carolina
$42K
GWM
65
Geneos Wealth Management
Colorado
$37K +$29.7K +403 +403%
SWP
66
Stratos Wealth Partners
Ohio
$21K +$21K +284 New
NR
67
Newfound Research
Massachusetts
$14K +$74 +1 +0.5%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$9K -$14.8K -200 -63%
WC
69
Whitney & Co
New York
$9K
MSA
70
Marino Stram & Associates
Massachusetts
$9K +$9.22K +125 New
TFS
71
TrustCore Financial Services
Tennessee
$6K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$5K
CF
73
Centaurus Financial
California
$4.44K -$4.13M -55,956 -100%
GI
74
Gradient Investments
Minnesota
$1K
CA
75
Continuum Advisory
Idaho
-$230K -3,235 Closed

JPUS Hedge Fund Activity: Q3 2018 in Review

73 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2018, worth a combined $420M — up 11% from $377M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPUS positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $12M. The largest seller was UBS Group, cutting an estimated $12M.

  • 73 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2018, up from 63 in Q2 2018.
  • Funds reported $420M of JPMorgan Diversified Return US Equity ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2018 and 2 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2018 was Jane Street, an estimated $12M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2018 was UBS Group, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2018.