JPMorgan Social Advancement ETF
UPWD
UPWD was delisted on the 15th of December, 2023.
4 hedge funds and large institutions have $11.6M invested in JPMorgan Social Advancement ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
5% less capital invested
Capital invested by funds: $12.3M → $11.6M (-$640K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$110 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $10.5M | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.15M | -$24.5K | -447 | -2% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $12.1K | +$12.7K | +232 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $105 | +$110 | +2 | New |
|
UPWD Hedge Fund Activity: Q3 2023 in Review
4 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Social Advancement ETF (UPWD) for Q3 2023, worth a combined $11.6M — down 5.2% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UPWD positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $12.7K. The largest seller was Susquehanna International Group, cutting an estimated $24.5K.
- 4 institutional investors held JPMorgan Social Advancement ETF (UPWD) as of Q3 2023, up from 2 in Q2 2023.
- Funds reported $11.6M of JPMorgan Social Advancement ETF stock for Q3 2023, down 5.2% quarter-over-quarter.
- 2 funds opened new JPMorgan Social Advancement ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Social Advancement ETF buyer in Q3 2023 was Osaic Holdings, an estimated $12.7K added.
- The largest JPMorgan Social Advancement ETF seller in Q3 2023 was Susquehanna International Group, an estimated $24.5K sold.
Based on aggregated 13F filings for Q3 2023.