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JPMorgan Ultra-Short Municipal Income ETF

96 hedge funds and large institutions have $196M invested in JPMorgan Ultra-Short Municipal Income ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more capital invested

Capital invested by funds: $117M → $196M (+$79.4M)

43% more funds holding

Funds holding: 6796 (+29)

7.1% less ownership

Funds ownership: 56.41%49.3% (-7.1%)

Holders
96
Holders Change
+29
Holders Change %
+43.28%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
38
Increased
36
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$1.02M +$1.02M +20,087 New
AF
52
Allworth Financial
California
$1M
DAS
53
Dynamic Advisor Solutions
Arizona
$992K +$348K +6,852 +54%
PCIA
54
Prime Capital Investment Advisors
Kansas
$992K +$988K +19,452 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$944K -$95.8K -1,886 -9%
AC
56
Avestar Capital
New York
$918K -$88.8K -1,750 -9%
AOWM
57
Alpha Omega Wealth Management
Virginia
$917K +$304K +5,985 +50%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$879K +$392K +7,715 +81%
CC
59
Callan Capital
California
$871K +$220K +4,324 +34%
KA
60
Klingman & Associates
New York
$853K +$849K +16,725 New
EFL
61
ERn Financial LLC
Wisconsin
$807K +$38.2K +752 +5%
SCA
62
Snowden Capital Advisors
New York
$787K +$784K +15,444 New
UCFA
63
United Capital Financial Advisors
Texas
$779K -$739K -14,551 -49%
PFO
64
Pathstone Family Office
New Jersey
$765K +$762K +15,000 New
WCM
65
Windsor Capital Management
Arizona
$676K -$147K -2,887 -18%
MA
66
Mutual Advisors
Nebraska
$676K +$674K +13,270 New
TC
67
TownSquare Capital
Utah
$588K -$393K -7,744 -40%
IIC
68
Ironwood Investment Counsel
Arizona
$536K +$535K +10,530 New
MML Investors Services
69
MML Investors Services
Massachusetts
$498K +$68.4K +1,348 +16%
LNC
70
Lincoln National Corp
Pennsylvania
$456K +$508 +10 +0.1%
NCM
71
Next Capital Management
New York
$405K +$404K +7,950 New
CA
72
Continuum Advisory
Idaho
$403K +$401K +7,900 New
HFS
73
Howard Financial Services
Texas
$400K +$399K +7,850 New
WIA
74
Wealthstreet Investment Advisors
Texas
$357K +$355K +7,000 New
SC
75
Slow Capital
California
$328K +$327K +6,444 New