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JPMorgan Ultra-Short Municipal Income ETF

67 hedge funds and large institutions have $117M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

78% more capital invested

Capital invested by funds: $65.7M → $117M (+$51M)

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

16% more funds holding

Funds holding: 5867 (+9)

9.96% more ownership

Funds ownership: 46.45%56.41% (+10%)

Holders
67
Holders Change
+9
Holders Change %
+15.52%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
28
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
51
Signet Financial Management
New Jersey
$396K +$394K +7,804 New
PIA
52
Perennial Investment Advisors
California
$348K -$15.9K -315 -4%
Morgan Stanley
53
Morgan Stanley
New York
$286K
MFG
54
Merit Financial Group
Georgia
$281K -$25K -495 -8%
BCI
55
Brinker Capital Investments
Pennsylvania
$281K +$249K +4,939 +772%
CA
56
Cetera Advisors
Colorado
$274K -$249K -4,939 -48%
LA
57
LexAurum Advisors
Kansas
$247K -$11.9K -235 -5%
CAN
58
Cetera Advisor Networks
California
$220K -$3.03K -60 -1%
IA
59
IFP Advisors
Florida
$144K +$99.4K +1,969 +218%
SF
60
Synovus Financial
Georgia
$128K -$24.8K -492 -16%
VCP
61
Verus Capital Partners
Arizona
$108K +$25.2K +500 +30%
AA
62
AlphaMark Advisors
Kentucky
$50K
CCM
63
Covington Capital Management
California
$47K +$46.7K +925 New
KFI
64
Key Financial Inc
Pennsylvania
$34K +$34.1K +675 New
Wells Fargo
65
Wells Fargo
California
$33K +$50 +1 +0.2%
OPS
66
Orion Portfolio Solutions
Nebraska
$32K +$32.3K +640 New
SFSIG
67
San Francisco Sentry Investment Group
California
$25K +$25.3K +501 New
MIAN
68
Mariner Independent Advisor Network
Kansas
-$1.24M -24,613 Closed
FA
69
FCG Advisors
New Jersey
-$641K -12,699 Closed
NA
70
NewEdge Advisors
Louisiana
-$501K -9,935 Closed
CPIG
71
Chicago Partners Investment Group
Illinois
-$328K -6,493 Closed
MWP
72
MYCIO Wealth Partners
Pennsylvania
-$258K -5,106 Closed
GBBWRPM
73
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$202K -4,000 Closed
MAM
74
Meeder Asset Management
Ohio
-$150K -2,967 Closed
CFD
75
Creative Financial Designs
Indiana
-$71K -1,399 Closed