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JPUS

JPMorgan Diversified Return US Equity ETF

46 hedge funds and large institutions have $240M invested in JPMorgan Diversified Return US Equity ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

39% more funds holding

Funds holding: 3346 (+13)

38% more capital invested

Capital invested by funds: $173M → $240M (+$66.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.69% less ownership

Funds ownership: 78.08%77.39% (-0.69%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $417K

Holders
46
Holders Change
+13
Holders Change %
+39.39%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
23
Reduced
8
Closed
Calls
Puts
$417K
Net Calls
-$417K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$44.5M +$9.89M +149,984 +29%
UBS Group
2
UBS Group
Switzerland
$39.2M +$26.4M +399,951 +218%
SWM
3
SVA Wealth Management
Wisconsin
$38.1M +$1.45M +22,056 +4%
NA
4
Nottingham Advisors
New York
$32.7M -$1.53M -23,236 -5%
BIAS
5
Beacon Investment Advisory Services
New Jersey
$12.6M +$12.1M +183,769 +5,634%
QA
6
Quantitative Advantage
Minnesota
$9.61M +$843K +12,781 +10%
Morgan Stanley
7
Morgan Stanley
New York
$9.02M +$3.97M +60,240 +82%
FWM
8
Frontier Wealth Management
Missouri
$8.97M +$1.95M +29,520 +28%
CB
9
Community Bank
New York
$8.53M -$91.6K -1,390 -1%
Bank of America
10
Bank of America
North Carolina
$3.65M +$1.65M +25,044 +86%
SCM
11
Sterneck Capital Management
Missouri
$3.38M +$440K +6,670 +15%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.82M +$2.77M +41,964 New
TFA
13
Transamerica Financial Advisors
Florida
$2.68M +$2.63M +39,855 New
FCAG
14
First Capital Advisors Group
New Jersey
$2.67M +$945K +14,341 +56%
LNC
15
Lincoln National Corp
Pennsylvania
$2.38M +$2.33M +35,320 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.06M -$191K -2,897 -9%
AA
17
Ancora Advisors
Ohio
$1.99M +$1.95M +29,585 New
IA
18
IFP Advisors
Florida
$1.5M +$1.47M +22,288 New
Jane Street
19
Jane Street
New York
$1.33M -$10.7M -161,719 -89%
CA
20
Cetera Advisors
Colorado
$1.32M +$9.56K +145 +0.7%
SFG
21
SNS Financial Group
Minnesota
$1.16M -$89.3K -1,354 -7%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$935K -$1.15M -17,370 -56%
LPL Financial
23
LPL Financial
California
$934K +$152K +2,308 +20%
JP Morgan Chase
24
JP Morgan Chase
New York
$858K -$1.85K -28 -0.2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$784K +$185K +2,807 +32%

JPUS Hedge Fund Activity: Q3 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2017, worth a combined $240M — up 38% from $173M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPUS positions and 0 closed out — a net gain of 13 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $26.4M. The largest seller was Jane Street, cutting an estimated $10.7M.

  • 46 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2017, up from 33 in Q2 2017.
  • Funds reported $240M of JPMorgan Diversified Return US Equity ETF stock for Q3 2017, up 38% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2017 and 0 closed out, a net change of +13 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2017 was UBS Group, an estimated $26.4M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2017 was Jane Street, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2017.