JPMorgan Diversified Return US Equity ETF
JPUS
70 hedge funds and large institutions have $335M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 9 closing their positions.
4.7% more ownership
Funds ownership: 72.21% → 76.9% (+4.7%)
3% less capital invested
Capital invested by funds: $346M → $335M (-$10.9M)
5% less funds holding
Funds holding: 74 → 70 (-4)
30% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 30
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.49M |
| 3 |
JP Morgan Chase
New York
|
+$1.13M |
| 4 |
Goldman Sachs
New York
|
+$1.04M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$583K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$4.63M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$4.1M |
| 3 |
EFMC
Empire Financial Management Company
New York
|
-$1.51M |
| 4 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$1.19M |
| 5 |
Jane Street
New York
|
-$973K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
76
Continuum Advisory
Eagle,
Idaho
| – | -$203K | -2,081 | Closed |
|
|
MCM
77
MAI Capital Management
Independence,
Ohio
| – | -$202K | -2,064 | Closed |
|
78
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17.6K | -180 | Closed |
|
|
VAG
79
VisionPoint Advisory Group
Dallas,
Texas
| – | -$16.1K | -165 | Closed |
|
|
SS
80
Sunbelt Securities
Houston,
Texas
| – | -$4.79K | -49 | Closed |
|
JPUS Hedge Fund Activity: Q3 2023 in Review
70 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2023, worth a combined $335M — down 3.2% from $346M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JPUS and 6 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 21 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $20.4M. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $4.63M sold.
- 70 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2023, down from 74 in Q2 2023.
- Funds reported $335M of JPMorgan Diversified Return US Equity ETF stock for Q3 2023, down 3.2% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2023 and 9 closed out, a net change of -3 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $20.4M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2023 was SkyView Investment Advisors, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2023.