JPMorgan Diversified Return US Equity ETF
JPUS
74 hedge funds and large institutions have $346M invested in JPMorgan Diversified Return US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 6 closing their positions.
83% more capital inflows, than outflows
Capital inflows: $85.1M | Capital outflows: $46.5M
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
8.18% more ownership
Funds ownership: 64.03% → 72.21% (+8.2%)
1% more funds holding
Funds holding: 73 → 74 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
35% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$19.5M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.18M |
| 3 |
Goldman Sachs
New York
|
+$1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$954K |
| 5 |
RHS Financial
San Francisco,
California
|
+$834K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CreativeOne Wealth
Overland Park,
Kansas
|
-$12.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$12M |
| 3 |
One Capital Management
Westlake Village,
California
|
-$5.06M |
| 4 |
GeoWealth Management
Chicago,
Illinois
|
-$4.92M |
| 5 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$2.9M |
JPUS Hedge Fund Activity: Q2 2023 in Review
74 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Equity ETF (JPUS) for Q2 2023, worth a combined $346M — up 8.5% from $318M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPUS positions and 6 closed out — a net gain of 2 holders — while 22 added to existing stakes and 34 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $19.5M. The largest seller was CreativeOne Wealth, cutting an estimated $12.6M.
- 74 institutional investors held JPMorgan Diversified Return US Equity ETF (JPUS) as of Q2 2023, up from 73 in Q1 2023.
- Funds reported $346M of JPMorgan Diversified Return US Equity ETF stock for Q2 2023, up 8.5% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Equity ETF positions in Q2 2023 and 6 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Equity ETF buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $19.5M added.
- The largest JPMorgan Diversified Return US Equity ETF seller in Q2 2023 was CreativeOne Wealth, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2023.