JPMorgan Diversified Return US Equity ETF
JPUS
70 hedge funds and large institutions have $484M invested in JPMorgan Diversified Return US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 9 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 24
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
7% less funds holding
Funds holding: 75 → 70 (-5)
6.81% less ownership
Funds ownership: 78.63% → 71.82% (-6.8%)
14% less capital invested
Capital invested by funds: $561M → $484M (-$77.8M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$5.19M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$4.77M |
| 3 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
+$1.26M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$847K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$77.1M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$3.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.9M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.88M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
JPUS Hedge Fund Activity: Q3 2021 in Review
70 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q3 2021, worth a combined $484M — down 14% from $561M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JPUS and 6 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 26 added.
The largest buyer was Quantitative Advantage, adding an estimated $5.19M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $77.1M sold.
- 70 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q3 2021, down from 75 in Q2 2021.
- Funds reported $484M of JPMorgan Diversified Return US Equity ETF stock for Q3 2021, down 14% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q3 2021 and 9 closed out, a net change of -3 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q3 2021 was Quantitative Advantage, an estimated $5.19M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q3 2021 was Tredje AP-fonden, an estimated $77.1M sold.
Based on aggregated 13F filings for Q3 2021.