JPMorgan Diversified Return US Equity ETF
JPUS
91 hedge funds and large institutions have $493M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 14 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 35
0.16% more ownership
Funds ownership: 82.77% → 82.92% (+0.16%)
7% less funds holding
Funds holding: 98 → 91 (-7)
29% less capital invested
Capital invested by funds: $693M → $493M (-$200M)
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$41.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.7M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$8.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.6M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$53.9M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$21.7M |
| 3 |
BlackRock
New York
|
-$11.9M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$5.68M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$5.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Stifel Financial
St. Louis,
Missouri
| – | -$203K | -2,549 | Closed |
|
|
VCP
102
Verus Capital Partners
Scottsdale,
Arizona
| – | -$84K | -1,050 | Closed |
|
|
TCWM
103
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$15K | -188 | Closed |
|
|
PCA
104
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$8K | -97 | Closed |
|
105
Fidelity Investments
Boston,
Massachusetts
| – | -$6.89K | -94 | -99% |
|
JPUS Hedge Fund Activity: Q1 2020 in Review
91 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q1 2020, worth a combined $493M — down 29% from $693M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of JPUS and 9 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 38 added.
The largest buyer was Modera Wealth Management, adding an estimated $41.4M. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $53.9M sold.
- 91 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q1 2020, down from 98 in Q4 2019.
- Funds reported $493M of JPMorgan Diversified Return US Equity ETF stock for Q1 2020, down 29% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q1 2020 and 14 closed out, a net change of -5 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q1 2020 was Modera Wealth Management, an estimated $41.4M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q1 2020 was Golden State Wealth Management, an estimated $53.9M sold.
Based on aggregated 13F filings for Q1 2020.