JPMorgan Diversified Return US Equity ETF
JPUS
77 hedge funds and large institutions have $451M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
4% more funds holding
Funds holding: 74 → 77 (+3)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
3.69% less ownership
Funds ownership: 76.93% → 73.23% (-3.7%)
16% less capital invested
Capital invested by funds: $538M → $451M (-$87.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$6.35M |
| 2 |
Jane Street
New York
|
+$3.4M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$1.75M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.19M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$930K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$76.2M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$5.57M |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$4.06M |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$3.02M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $10K | +$10.9K | +107 | New |
|
|
PFS
77
Prospera Financial Services
Dallas,
Texas
| $6K | +$5.71K | +56 | New |
|
|
SFI
78
SPC Financial Inc
Rockville,
Maryland
| – | -$5.57M | -52,554 | Closed |
|
79
HighTower Advisors
Chicago,
Illinois
| – | -$380K | -3,583 | Closed |
|
80
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$14K | -131 | Closed |
|
|
TCM
81
TD Capital Management
Memphis,
Tennessee
| – | -$13K | -127 | Closed |
|
|
CWP
82
Concord Wealth Partners
Abingdon,
Virginia
| – | -$7K | -66 | Closed |
|
JPUS Hedge Fund Activity: Q1 2022 in Review
77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2022, worth a combined $451M — down 16% from $538M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPUS positions and 5 closed out — a net gain of 3 holders — while 31 added to existing stakes and 26 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.35M. The largest seller was Modera Wealth Management, cutting an estimated $76.2M.
- 77 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2022, up from 74 in Q4 2021.
- Funds reported $451M of JPMorgan Diversified Return US Equity ETF stock for Q1 2022, down 16% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2022 and 5 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2022 was Goldman Sachs, an estimated $6.35M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2022 was Modera Wealth Management, an estimated $76.2M sold.
Based on aggregated 13F filings for Q1 2022.