JPMorgan Diversified Return US Equity ETF
JPUS
83 hedge funds and large institutions have $465M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
75% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 20
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
14% more funds holding
Funds holding: 73 → 83 (+10)
11% more capital invested
Capital invested by funds: $420M → $465M (+$45.2M)
10.42% more ownership
Funds ownership: 72.36% → 82.78% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$25.7M |
| 2 |
Morgan Stanley
New York
|
+$7.05M |
| 3 |
BlackRock
New York
|
+$6.25M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$4.57M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.91M |
| 2 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$3.49M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$1.39M |
| 4 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$1.2M |
| 5 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
-$828K |
JPUS Hedge Fund Activity: Q4 2018 in Review
83 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2018, worth a combined $465M — up 11% from $420M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JPUS positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 20 trimmed.
The largest buyer was D.J. St. Germain, opening a new position worth an estimated $25.7M. The largest seller was Jane Street, cutting an estimated $5.91M.
- 83 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2018, up from 73 in Q3 2018.
- Funds reported $465M of JPMorgan Diversified Return US Equity ETF stock for Q4 2018, up 11% quarter-over-quarter.
- 18 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2018 and 7 closed out, a net change of +11 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2018 was D.J. St. Germain, an estimated $25.7M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2018 was Jane Street, an estimated $5.91M sold.
Based on aggregated 13F filings for Q4 2018.