JPMorgan Diversified Return US Equity ETF
JPUS
78 hedge funds and large institutions have $431M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 42 reducing their positions, and 20 closing their positions.
1.22% less ownership
Funds ownership: 82.92% → 81.7% (-1.2%)
12% less capital invested
Capital invested by funds: $493M → $431M (-$61.4M)
14% less funds holding
Funds holding: 91 → 78 (-13)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
55% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 42
60% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$9.88M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$3.17M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.58M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.56M |
| 5 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$38.9M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$18.2M |
| 3 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
-$15.8M |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$15.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.22M |
JPUS Hedge Fund Activity: Q2 2020 in Review
78 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2020, worth a combined $431M — down 12% from $493M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of JPUS and 8 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 19 added.
The largest buyer was Modera Wealth Management, adding an estimated $9.88M. The largest seller was Total Investment Management, exiting entirely with an estimated $38.9M sold.
- 78 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2020, down from 91 in Q1 2020.
- Funds reported $431M of JPMorgan Diversified Return US Equity ETF stock for Q2 2020, down 12% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2020 and 20 closed out, a net change of -12 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2020 was Modera Wealth Management, an estimated $9.88M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2020 was Total Investment Management, an estimated $38.9M sold.
Based on aggregated 13F filings for Q2 2020.