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JPMorgan Ultra-Short Municipal Income ETF

366 hedge funds and large institutions have $1.83B invested in JPMorgan Ultra-Short Municipal Income ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 116 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 28

4% more funds holding

Funds holding: 353366 (+13)

6.01% less ownership

Funds ownership: 79.82%73.81% (-6%)

9% less capital invested

Capital invested by funds: $2.01B → $1.83B (-$179M)

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

27% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 158

Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
5.83%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
51
Increased
116
Reduced
158
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Auxano Advisors
Washington
$16.2M -$53.2K -1,051 -0.3%
CAMG
27
CWA Asset Management Group
Florida
$16.1M +$2.63M +51,992 +20%
HighTower Advisors
28
HighTower Advisors
Illinois
$15.5M -$261K -5,153 -2%
FFA
29
First Foundation Advisors
California
$15.3M -$13.2M -261,156 -46%
Renaissance Technologies
30
Renaissance Technologies
New York
$14.7M +$14.7M +290,055 New
SFG
31
Sunburst Financial Group
Alabama
$14.7M +$92.9K +1,834 +0.6%
KA
32
Klingman & Associates
New York
$14.6M -$20.4M -403,755 -58%
AP
33
Appleton Partners
Massachusetts
$12.9M +$34.2K +675 +0.3%
GVAG
34
Great Valley Advisor Group
Delaware
$12.5M +$10.3M +202,943 +475%
HWM
35
HB Wealth Management
Georgia
$12M -$38.9M -768,545 -77%
SW
36
SVB Wealth
Massachusetts
$11.6M +$11.5M +227,682 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$11.3M -$26.3M -518,532 -70%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$11.1M -$2.45M -48,413 -18%
FTUS
39
Flow Traders U.S.
New York
$10.8M +$8.16M +161,147 +310%
RJA
40
Raymond James & Associates
Florida
$9.73M +$1.27M +25,127 +15%
LWMG
41
Levy Wealth Management Group
Pennsylvania
$9.35M -$879K -17,366 -9%
SWM
42
SigFig Wealth Management
California
$9.15M +$9.12M +180,138 New
CG
43
Colony Group
Massachusetts
$8.99M +$140K +2,759 +2%
SB
44
Sunflower Bank
Texas
$8.76M +$882K +17,411 +11%
BWM
45
BCGM Wealth Management
Indiana
$8.59M -$155K -3,062 -2%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$8.28M -$23.3M -460,872 -74%
KCM
47
KM Capital Management
Texas
$8.24M +$7.1M +140,142 +632%
IAN
48
Integrated Advisors Network
Texas
$8.08M -$58.8K -1,161 -0.7%
Mariner
49
Mariner
Kansas
$8.07M +$2.18M +43,135 +37%
MHR
50
Matthew Hamilton Rosenberg
$7.92M -$491K -9,697 -6%