JPMorgan Diversified Return US Equity ETF
JPUS
69 hedge funds and large institutions have $506M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 8 closing their positions.
0% more capital invested
Capital invested by funds: $505M → $506M (+$1.21M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1.23% less ownership
Funds ownership: 82.64% → 81.4% (-1.2%)
3% less funds holding
Funds holding: 71 → 69 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
14% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$58.1M |
| 2 |
Morgan Stanley
New York
|
+$3.51M |
| 3 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$1.39M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$882K |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$836K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$5.63M |
| 2 |
Jane Street
New York
|
-$4.41M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$3.5M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.64M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$11K | -131 | Closed |
|
|
SPIA
77
Steward Partners Investment Advisory
New York
| – | -$8K | -100 | Closed |
|
JPUS Hedge Fund Activity: Q1 2021 in Review
69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2021, worth a combined $506M — up 0.24% from $505M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JPUS and 7 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 24 added.
The largest buyer was Total Investment Management, opening a new position worth an estimated $58.1M. The largest seller was Modera Wealth Management, cutting an estimated $5.63M.
- 69 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2021, down from 71 in Q4 2020.
- Funds reported $506M of JPMorgan Diversified Return US Equity ETF stock for Q1 2021, up 0.24% quarter-over-quarter.
- 7 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2021 and 8 closed out, a net change of -1 holder.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2021 was Total Investment Management, an estimated $58.1M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2021 was Modera Wealth Management, an estimated $5.63M sold.
Based on aggregated 13F filings for Q1 2021.