JPMorgan Diversified Return US Equity ETF
JPUS
78 hedge funds and large institutions have $514M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 9 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 24
11% more capital invested
Capital invested by funds: $465M → $514M (+$49.6M)
3.83% less ownership
Funds ownership: 82.78% → 78.95% (-3.8%)
6% less funds holding
Funds holding: 83 → 78 (-5)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$12.2M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$8.7M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$8.07M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.46M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$23.9M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$5.43M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$4.1M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.07M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
76
TrustCore Financial Services
Brentwood,
Tennessee
| $6K | – | – | – |
|
|
LPWM
77
Lake Point Wealth Management
Rockwall,
Texas
| $5K | +$4.31K | +61 | New |
|
|
KIA
78
KCM Investment Advisors
Greenbrae,
California
| – | -$1.22M | -18,741 | Closed |
|
79
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$987K | -15,222 | Closed |
|
|
TWM
80
TLW Wealth Management
Indian Rocks Beach,
Florida
| – | -$456K | -7,030 | Closed |
|
81
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -115 | Closed |
|
|
NFG
82
Next Financial Group
Houston,
Texas
| – | -$7K | -101 | Closed |
|
|
BAMG
83
Brand Asset Management Group
Chesterfield,
Missouri
| – | -$5K | -80 | Closed |
|
|
TFA
84
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$4K | -60 | Closed |
|
|
AIC
85
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -11 | Closed |
|
|
GI
86
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -9 | Closed |
|
87
Fidelity Investments
Boston,
Massachusetts
| – | -$283 | -4 | -80% |
|
JPUS Hedge Fund Activity: Q1 2019 in Review
78 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2019, worth a combined $514M — up 11% from $465M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JPUS and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 38 added.
The largest buyer was MassMutual Private Wealth & Trust, opening a new position worth an estimated $12.2M. The largest seller was Total Investment Management, cutting an estimated $23.9M.
- 78 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2019, down from 83 in Q4 2018.
- Funds reported $514M of JPMorgan Diversified Return US Equity ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2019 and 9 closed out, a net change of -3 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2019 was MassMutual Private Wealth & Trust, an estimated $12.2M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2019 was Total Investment Management, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2019.