JPMorgan Diversified Return US Equity ETF
JPUS
75 hedge funds and large institutions have $561M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $506M → $561M (+$55.1M)
9% more funds holding
Funds holding: 69 → 75 (+6)
2.77% less ownership
Funds ownership: 81.4% → 78.63% (-2.8%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
38% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$47.5M |
| 2 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$2.45M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$864K |
| 4 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$679K |
| 5 |
Jane Street
New York
|
+$667K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$38.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.63M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$4.51M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$2.64M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
JPUS Hedge Fund Activity: Q2 2021 in Review
75 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2021, worth a combined $561M — up 11% from $506M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPUS positions and 7 closed out — a net gain of 6 holders — while 18 added to existing stakes and 29 trimmed.
The largest buyer was Tredje AP-fonden, opening a new position worth an estimated $47.5M. The largest seller was Total Investment Management, exiting entirely with an estimated $38.9M sold.
- 75 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2021, up from 69 in Q1 2021.
- Funds reported $561M of JPMorgan Diversified Return US Equity ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 13 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2021 and 7 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2021 was Tredje AP-fonden, an estimated $47.5M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2021 was Total Investment Management, an estimated $38.9M sold.
Based on aggregated 13F filings for Q2 2021.