JPMorgan Diversified Return US Equity ETF
JPUS
74 hedge funds and large institutions have $538M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more capital invested
Capital invested by funds: $484M → $538M (+$54.8M)
6% more funds holding
Funds holding: 70 → 74 (+4)
5.11% more ownership
Funds ownership: 71.82% → 76.93% (+5.1%)
19% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.93M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.29M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.25M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$8.59M |
| 2 |
Goldman Sachs
New York
|
-$4.21M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.34M |
| 4 |
Morgan Stanley
New York
|
-$1.95M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Lido Advisors
Los Angeles,
California
| – | -$1.57M | -16,387 | Closed |
|
|
AC
77
Apella Capital
West Hartford,
Connecticut
| – | -$341K | -3,550 | Closed |
|
|
OSAM
78
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$137K | -1,422 | Closed |
|
|
MPWT
79
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$41K | -430 | Closed |
|
|
HA
80
Herold Advisors
New York
| – | -$38K | -400 | Closed |
|
|
LFG
81
Larson Financial Group
St Louis,
Missouri
| – | -$29K | -305 | Closed |
|
|
HI
82
Harbour Investments
Madison,
Wisconsin
| – | -$2K | -18 | Closed |
|
|
CFGS
83
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.02K | -10 | Closed |
|
JPUS Hedge Fund Activity: Q4 2021 in Review
74 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2021, worth a combined $538M — up 11% from $484M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPUS positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 26 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $2.93M. The largest seller was D.J. St. Germain, cutting an estimated $8.59M.
- 74 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2021, up from 70 in Q3 2021.
- Funds reported $538M of JPMorgan Diversified Return US Equity ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 14 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2021 and 9 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2021 was CreativeOne Wealth, an estimated $2.93M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2021 was D.J. St. Germain, an estimated $8.59M sold.
Based on aggregated 13F filings for Q4 2021.