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JPMorgan Ultra-Short Municipal Income ETF

127 hedge funds and large institutions have $366M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 8

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

87% more capital invested

Capital invested by funds: $196M → $366M (+$170M)

32% more funds holding

Funds holding: 96127 (+31)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7.65% more ownership

Funds ownership: 49.3%56.95% (+7.6%)

Holders
127
Holders Change
+31
Holders Change %
+32.29%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
39
Increased
64
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$3.5M +$3.5M +68,589 New
FTUS
27
Flow Traders U.S.
New York
$3.1M +$3.1M +60,753 New
IIC
28
Ironwood Investment Counsel
Arizona
$3.08M +$2.54M +49,888 +474%
IAA
29
Ironsides Asset Advisors
North Carolina
$2.99M -$255K -5,000 -8%
DT
30
Daniels + Tansey
Delaware
$2.94M +$2.94M +57,688 New
MML Investors Services
31
MML Investors Services
Massachusetts
$2.88M +$2.39M +46,813 +480%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.83M +$917K +17,968 +48%
AAS
33
Annex Advisory Services
Wisconsin
$2.74M +$37K +725 +1%
ACM
34
Avalon Capital Management
California
$2.55M +$510K +10,000 +25%
MPW
35
Monterey Private Wealth
California
$2.5M +$869K +17,039 +53%
BL
36
BFSG LLC
California
$2.46M +$1.01M +19,765 +69%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$2.4M -$137K -2,695 -5%
CTC
38
Central Trust Company
Missouri
$2.35M +$1.08M +21,125 +85%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.35M +$937K +18,364 +66%
CC
40
Callan Capital
California
$2.23M +$1.36M +26,691 +156%
SWM
41
Segment Wealth Management
Texas
$2.2M +$2.2M +43,090 New
SW
42
SkyOak Wealth
Michigan
$2.13M +$950K +18,615 +81%
SC
43
Slow Capital
California
$2.12M +$1.79M +35,044 +544%
AA
44
Ancora Advisors
Ohio
$2.06M +$1,000K +19,600 +95%
CFG
45
Cooper Financial Group
California
$2.01M +$833K +16,324 +71%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2M +$1.12M +22,034 +128%
BEAM
47
Baker Ellis Asset Management
Washington
$1.9M -$58.4K -1,145 -3%
IA
48
IFG Advisory
Georgia
$1.87M +$26.1K +511 +1%
JWBC
49
John W. Brooker & Co
California
$1.86M +$794K +15,557 +74%
PCM
50
Pennsylvania Capital Management
Pennsylvania
$1.84M +$1.84M +36,114 New