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JPUS

JPMorgan Diversified Return US Equity ETF

73 hedge funds and large institutions have $420M invested in JPMorgan Diversified Return US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

16% more funds holding

Funds holding: 6373 (+10)

11% more capital invested

Capital invested by funds: $377M → $420M (+$42.3M)

2.57% more ownership

Funds ownership: 69.79%72.36% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.67%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
12
Increased
29
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Total Investment Management
Arizona
$50.7M +$226K +3,059 +0.5%
SWM
2
SVA Wealth Management
Wisconsin
$46.2M +$1.18M +16,004 +3%
UBS Group
3
UBS Group
Switzerland
$40.8M -$12M -162,754 -23%
NA
4
Nottingham Advisors
New York
$28.7M -$6.84M -92,681 -20%
FWM
5
Frontier Wealth Management
Missouri
$24.4M +$2.5M +33,869 +12%
CW
6
CreativeOne Wealth
Kansas
$22.5M +$3.58M +48,451 +19%
PA
7
Planning Alternatives
Michigan
$20.4M +$789K +10,688 +4%
Morgan Stanley
8
Morgan Stanley
New York
$14.9M -$2.57M -34,837 -15%
Bank of America
9
Bank of America
North Carolina
$14.9M -$1.54M -20,916 -9%
QA
10
Quantitative Advantage
Minnesota
$13.8M +$86.5K +1,172 +0.6%
BIAS
11
Beacon Investment Advisory Services
New Jersey
$12.1M -$752K -10,194 -6%
Jane Street
12
Jane Street
New York
$12.1M +$12M +161,979 New
MIAN
13
Mariner Independent Advisor Network
Kansas
$10M +$9.92M +134,415 New
SCM
14
Sterneck Capital Management
Missouri
$9.31M -$724K -9,815 -7%
Goldman Sachs
15
Goldman Sachs
New York
$8.95M +$8.86M +120,019 New
Ameriprise
16
Ameriprise
Minnesota
$7.6M +$1.49M +20,140 +25%
CB
17
Community Bank
New York
$7.44M -$1.91M -25,845 -21%
FCAG
18
First Capital Advisors Group
New Jersey
$6.84M +$142K +1,920 +2%
TCM
19
TD Capital Management
Tennessee
$6.55M +$141K +1,913 +2%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$5.52M +$1.67M +22,579 +44%
CA
21
Cetera Advisors
Colorado
$5.38M +$3.61M +48,944 +211%
LNC
22
Lincoln National Corp
Pennsylvania
$4.62M -$311K -4,215 -6%
SCA
23
Strategic Capital Advisers
Colorado
$4.33M -$457K -6,189 -10%
AG
24
Advisor Group
Arizona
$3.63M +$1.18M +15,948 +49%
LPL Financial
25
LPL Financial
California
$2.98M -$2.58K -35 -0.1%

JPUS Hedge Fund Activity: Q3 2018 in Review

73 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2018, worth a combined $420M — up 11% from $377M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPUS positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $12M. The largest seller was UBS Group, cutting an estimated $12M.

  • 73 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2018, up from 63 in Q2 2018.
  • Funds reported $420M of JPMorgan Diversified Return US Equity ETF stock for Q3 2018, up 11% quarter-over-quarter.
  • 12 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2018 and 2 closed out, a net change of +10 holders.
  • The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2018 was Jane Street, an estimated $12M added.
  • The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2018 was UBS Group, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2018.