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JPUS

JPMorgan Diversified Return US Equity ETF

63 hedge funds and large institutions have $377M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $341M → $377M (+$36.2M)

7% more funds holding

Funds holding: 5963 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.23% less ownership

Funds ownership: 70.01%69.79% (-0.23%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.44%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
10
Increased
32
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$50.4M -$476K -6,739 -0.9%
TIM
2
Total Investment Management
Arizona
$48.1M +$1.08M +15,303 +2%
SWM
3
SVA Wealth Management
Wisconsin
$42.9M +$2.71M +38,303 +7%
NA
4
Nottingham Advisors
New York
$33.8M +$370K +5,238 +1%
FWM
5
Frontier Wealth Management
Missouri
$20.8M +$3.48M +49,205 +20%
PA
6
Planning Alternatives
Michigan
$18.7M +$3.51M +49,664 +23%
CW
7
CreativeOne Wealth
Kansas
$18M +$3.98M +56,368 +29%
Morgan Stanley
8
Morgan Stanley
New York
$16.7M +$788K +11,153 +5%
Bank of America
9
Bank of America
North Carolina
$15.7M +$362K +5,126 +2%
QA
10
Quantitative Advantage
Minnesota
$13.1M +$469K +6,642 +4%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$12.2M -$347K -4,909 -3%
SCM
12
Sterneck Capital Management
Missouri
$9.57M +$3.92M +55,490 +70%
CB
13
Community Bank
New York
$8.93M +$2.12K +30 +0%
FCAG
14
First Capital Advisors Group
New Jersey
$6.38M +$1.24M +17,587 +24%
TCM
15
TD Capital Management
Tennessee
$6.11M +$4.37M +61,913 +257%
Ameriprise
16
Ameriprise
Minnesota
$5.82M +$2.68M +37,880 +86%
SCA
17
Strategic Capital Advisers
Colorado
$4.74M +$1.05M +14,904 +30%
LNC
18
Lincoln National Corp
Pennsylvania
$4.7M +$381K +5,396 +9%
CF
19
Centaurus Financial
California
$3.98M +$3.96M +56,016 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3.65M +$3.17M +44,820 +678%
LPL Financial
21
LPL Financial
California
$2.84M -$701K -9,925 -20%
AA
22
Ancora Advisors
Ohio
$2.61M -$25.6K -362 -1%
AG
23
Advisor Group
Arizona
$2.33M -$7.77K -110 -0.3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.27M +$2.25M +31,897 New
IA
25
IFP Advisors
Florida
$2.06M +$14.9K +211 +0.7%

JPUS Hedge Fund Activity: Q2 2018 in Review

63 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2018, worth a combined $377M — up 11% from $341M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPUS positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was TD Capital Management, adding an estimated $4.37M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $7.56M sold.

  • 63 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2018, up from 59 in Q1 2018.
  • Funds reported $377M of JPMorgan Diversified Return US Equity ETF stock for Q2 2018, up 11% quarter-over-quarter.
  • 10 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2018 and 6 closed out, a net change of +4 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2018 was TD Capital Management, an estimated $4.37M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $7.56M sold.

Based on aggregated 13F filings for Q2 2018.