JPMorgan Diversified Return US Equity ETF
JPUS
72 hedge funds and large institutions have $370M invested in JPMorgan Diversified Return US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.
6.03% more ownership
Funds ownership: 73.23% → 79.26% (+6%)
6% less funds holding
Funds holding: 77 → 72 (-5)
18% less capital invested
Capital invested by funds: $451M → $370M (-$81.2M)
23% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 31
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$12.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.74M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.22M |
| 4 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$553K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$28.3M |
| 2 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$5.4M |
| 3 |
Jane Street
New York
|
-$2.97M |
| 4 |
Goldman Sachs
New York
|
-$2.81M |
| 5 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWA
76
Motive Wealth Advisors
Birmingham,
Michigan
| – | -$403K | -3,856 | Closed |
|
|
WI
77
WBI Investments
Red Bank,
New Jersey
| – | -$389K | -3,774 | Closed |
|
78
Truist Financial
Charlotte,
North Carolina
| – | -$214K | -2,044 | Closed |
|
|
VCM
79
Virtue Capital Management
Brentwood,
Tennessee
| – | -$206K | -1,971 | Closed |
|
|
HA
80
Herold Advisors
New York
| – | -$41.8K | -400 | Closed |
|
|
T
81
TCWP
Beachwood,
Ohio
| – | -$16K | -159 | Closed |
|
|
PFS
82
Prospera Financial Services
Dallas,
Texas
| – | -$6K | -56 | Closed |
|
JPUS Hedge Fund Activity: Q2 2022 in Review
72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2022, worth a combined $370M — down 18% from $451M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPUS and 5 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 24 added.
The largest buyer was One Capital Management, opening a new position worth an estimated $12.8M. The largest seller was Modera Wealth Management, cutting an estimated $28.3M.
- 72 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2022, down from 77 in Q1 2022.
- Funds reported $370M of JPMorgan Diversified Return US Equity ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 5 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2022 and 10 closed out, a net change of -5 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2022 was One Capital Management, an estimated $12.8M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2022 was Modera Wealth Management, an estimated $28.3M sold.
Based on aggregated 13F filings for Q2 2022.