JPMorgan Diversified Return US Equity ETF
JPUS
77 hedge funds and large institutions have $450M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 10 closing their positions.
4% more capital invested
Capital invested by funds: $431M → $450M (+$18.4M)
0.33% more ownership
Funds ownership: 81.7% → 82.04% (+0.33%)
1% less funds holding
Funds holding: 78 → 77 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
49% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$5.77M |
| 2 |
Jane Street
New York
|
+$5.52M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.31M |
| 4 |
Goldman Sachs
New York
|
+$1.81M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$10.3M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$6.12M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$2.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
76
Founders Financial Alliance
Raleigh,
North Carolina
| $6K | +$5.97K | +81 | New |
|
|
CFGS
77
Concourse Financial Group Securities
Birmingham,
Alabama
| $1K | – | – | – |
|
78
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.02M | -14,683 | Closed |
|
79
Bank of New York Mellon
New York
| – | -$540K | -7,786 | Closed |
|
|
FVWA
80
Foster Victor Wealth Advisors
Greenville,
South Carolina
| – | -$473K | -6,815 | Closed |
|
|
GT
81
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$397K | -5,725 | Closed |
|
|
CAN
82
Cetera Advisor Networks
El Segundo,
California
| – | -$84K | -1,214 | Closed |
|
|
OPS
83
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$29K | -425 | Closed |
|
84
US Bancorp
Minneapolis,
Minnesota
| – | -$24K | -350 | Closed |
|
|
AWM
85
Avior Wealth Management
Omaha,
Nebraska
| – | -$21K | -314 | Closed |
|
|
IA
86
IFP Advisors
Tampa,
Florida
| – | -$15.9K | -216 | Closed |
|
|
NR
87
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$6K | -84 | Closed |
|
JPUS Hedge Fund Activity: Q3 2020 in Review
77 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2020, worth a combined $450M — up 4.3% from $431M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPUS and 9 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 20 added.
The largest buyer was Planning Alternatives, adding an estimated $5.77M. The largest seller was Quantitative Advantage, cutting an estimated $10.3M.
- 77 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2020, down from 78 in Q2 2020.
- Funds reported $450M of JPMorgan Diversified Return US Equity ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2020 and 10 closed out, a net change of -1 holder.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2020 was Planning Alternatives, an estimated $5.77M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2020 was Quantitative Advantage, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2020.