JPMorgan Diversified Return US Equity ETF
JPUS
82 hedge funds and large institutions have $559M invested in JPMorgan Diversified Return US Equity ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
46% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 24
9% more capital invested
Capital invested by funds: $514M → $559M (+$44.8M)
5% more funds holding
Funds holding: 78 → 82 (+4)
0.65% more ownership
Funds ownership: 78.95% → 79.6% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$25.1M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.15M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$4.55M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.76M |
| 2 |
Morgan Stanley
New York
|
-$5.86M |
| 3 |
SCA
Strategic Capital Advisers
Denver,
Colorado
|
-$3.67M |
| 4 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$2.88M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.08M |
JPUS Hedge Fund Activity: Q2 2019 in Review
82 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2019, worth a combined $559M — up 8.7% from $514M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JPUS positions and 8 closed out — a net gain of 6 holders — while 35 added to existing stakes and 24 trimmed.
The largest buyer was Total Investment Management, adding an estimated $25.1M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.76M sold.
- 82 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2019, up from 78 in Q1 2019.
- Funds reported $559M of JPMorgan Diversified Return US Equity ETF stock for Q2 2019, up 8.7% quarter-over-quarter.
- 14 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2019 and 8 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2019 was Total Investment Management, an estimated $25.1M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2019 was Goldman Sachs, an estimated $8.76M sold.
Based on aggregated 13F filings for Q2 2019.