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UPWD

JPMorgan Social Advancement ETF

Delisted

UPWD was delisted on the 15th of December, 2023.

2 hedge funds and large institutions have $12.3M invested in JPMorgan Social Advancement ETF in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $11.6M → $12.3M (+$608K)

0% more funds holding

Funds holding: 22 (0)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.7K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$11M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.23M -$14.7K -274 -1%

UPWD Hedge Fund Activity: Q2 2023 in Review

2 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Social Advancement ETF (UPWD) for Q2 2023, worth a combined $12.3M — up 5.2% from $11.6M a quarter earlier.

Fund positioning in UPWD was balanced in Q2 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.

The largest seller was Susquehanna International Group, cutting an estimated $14.7K.

  • 2 institutional investors held JPMorgan Social Advancement ETF (UPWD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $12.3M of JPMorgan Social Advancement ETF stock for Q2 2023, up 5.2% quarter-over-quarter.
  • 0 funds opened new JPMorgan Social Advancement ETF positions in Q2 2023 and 0 closed out.
  • The largest JPMorgan Social Advancement ETF seller in Q2 2023 was Susquehanna International Group, an estimated $14.7K sold.

Based on aggregated 13F filings for Q2 2023.