JPMorgan Diversified Return US Equity ETF
JPUS
77 hedge funds and large institutions have $450M invested in JPMorgan Diversified Return US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 10 closing their positions.
4% more capital invested
Capital invested by funds: $431M → $450M (+$18.4M)
0.33% more ownership
Funds ownership: 81.7% → 82.04% (+0.33%)
1% less funds holding
Funds holding: 78 → 77 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
49% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$5.77M |
| 2 |
Jane Street
New York
|
+$5.52M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.31M |
| 4 |
Goldman Sachs
New York
|
+$1.81M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$10.3M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$6.12M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$2.52M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.09M |
JPUS Hedge Fund Activity: Q3 2020 in Review
77 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2020, worth a combined $450M — up 4.3% from $431M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPUS and 9 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 20 added.
The largest buyer was Planning Alternatives, adding an estimated $5.77M. The largest seller was Quantitative Advantage, cutting an estimated $10.3M.
- 77 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2020, down from 78 in Q2 2020.
- Funds reported $450M of JPMorgan Diversified Return US Equity ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2020 and 10 closed out, a net change of -1 holder.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2020 was Planning Alternatives, an estimated $5.77M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2020 was Quantitative Advantage, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2020.