JPMorgan Diversified Return US Equity ETF
JPUS
75 hedge funds and large institutions have $352M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 46 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
7% more funds holding
Funds holding: 70 → 75 (+5)
5% more capital invested
Capital invested by funds: $335M → $352M (+$17.9M)
1.31% more ownership
Funds ownership: 76.9% → 78.21% (+1.3%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
72% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$996K |
| 2 |
Goldman Sachs
New York
|
+$819K |
| 3 |
SC
Schiavi & Co
Wilmington,
Delaware
|
+$632K |
| 4 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$458K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
-$4.33M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$4.27M |
| 3 |
Morgan Stanley
New York
|
-$2.2M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.82M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
76
Private Trust Company
Cleveland,
Ohio
| $6.47K | -$1.35K | -14 | -18% |
|
77
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$500K | -5,324 | Closed |
|
|
CCFM
78
Clear Creek Financial Management
Silverdale,
Washington
| – | -$403K | -4,286 | Closed |
|
79
US Bancorp
Minneapolis,
Minnesota
| – | -$31.1K | -331 | Closed |
|
JPUS Hedge Fund Activity: Q4 2023 in Review
75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q4 2023, worth a combined $352M — up 5.3% from $335M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPUS positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 46 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $996K. The largest seller was Bellevue Asset Management, cutting an estimated $4.33M.
- 75 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q4 2023, up from 70 in Q3 2023.
- Funds reported $352M of JPMorgan Diversified Return US Equity ETF stock for Q4 2023, up 5.3% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q4 2023 and 3 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $996K added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q4 2023 was Bellevue Asset Management, an estimated $4.33M sold.
Based on aggregated 13F filings for Q4 2023.