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JPMorgan Ultra-Short Municipal Income ETF

225 hedge funds and large institutions have $1.1B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 57

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more capital invested

Capital invested by funds: $964M → $1.1B (+$135M)

13% more funds holding

Funds holding: 199225 (+26)

3.31% less ownership

Funds ownership: 63.39%60.08% (-3.3%)

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.92%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
43
Increased
101
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$10.5M +$1.59M +31,181 +18%
KCM
27
Kathmere Capital Management
Pennsylvania
$9.45M -$2.15M -42,130 -19%
IAN
28
Integrated Advisors Network
Texas
$9.2M -$2.33M -45,721 -20%
LDFR
29
Lehman & Derafelo Financial Resources
Pennsylvania
$9.07M -$2.55M -50,000 -22%
SC
30
Slow Capital
California
$8.46M +$5.01M +98,200 +145%
AP
31
Appleton Partners
Massachusetts
$8.31M +$4.3M +84,191 +107%
TCM
32
TD Capital Management
Tennessee
$8.11M +$1.28M +25,035 +19%
Osaic Holdings
33
Osaic Holdings
Arizona
$7.88M +$245K +4,798 +3%
CM
34
Capital Management
Virginia
$6.67M +$398K +7,789 +6%
3LCM
35
3D/L Capital Management
Connecticut
$6.54M +$184K +3,609 +3%
BCI
36
Brinker Capital Investments
Pennsylvania
$6.52M +$380K +7,448 +6%
FAG
37
Financial Advisory Group
Texas
$6.31M +$3.17M +62,015 +101%
MA
38
Mosaic Advisors
Texas
$6.24M +$91.6K +1,795 +1%
RCM
39
Requisite Capital Management
Texas
$5.55M -$246K -4,818 -4%
HIM
40
Harbour Investment Management
Washington
$5.53M
JWBC
41
John W. Brooker & Co
California
$5.4M +$1.41M +27,538 +35%
SCA
42
Snowden Capital Advisors
New York
$5.33M -$825K -16,151 -13%
MA
43
MJP Associates
Connecticut
$5.22M +$1.05M +20,568 +25%
BWM
44
BCGM Wealth Management
Indiana
$5.17M +$703K +13,766 +16%
BA
45
Bridgewater Advisors
New York
$5.13M +$1.65M +32,409 +48%
CAM
46
Cresset Asset Management
Illinois
$5.1M +$5.1M +99,857 New
IIC
47
Ironwood Investment Counsel
Arizona
$5.09M +$671K +13,150 +15%
AWA
48
Arete Wealth Advisors
Illinois
$4.91M +$863K +16,897 +21%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$4.74M
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$4.66M +$2.4M +47,025 +106%