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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
TSS
101
Two Sigma Securities
New York
$273K +$273K +5,354 New
MFG
102
Merit Financial Group
Georgia
$259K +$259K +5,081 New
WIA
103
Wealthstreet Investment Advisors
Texas
$255K -$102K -2,000 -29%
CAN
104
Cetera Advisor Networks
California
$254K +$22.3K +437 +10%
NWP
105
Northstar Wealth Partners
Connecticut
$249K +$250K +4,898 New
IA
106
IFP Advisors
Florida
$247K +$56.6K +1,109 +30%
FFG
107
Frisch Financial Group
New York
$230K +$230K +4,504 New
FA
108
FDx Advisors
Illinois
$229K +$229K +4,496 New
SCG
109
Sonata Capital Group
Washington
$225K +$225K +4,415 New
CW
110
CreativeOne Wealth
Kansas
$221K +$221K +4,330 New
AF
111
Advisornet Financial
Minnesota
$218K -$1.61M -31,491 -88%
EIA
112
Eldridge Investment Advisors
New Hampshire
$212K +$212K +4,150 New
DE
113
Day & Ennis
Georgia
$212K +$212K +4,152 New
GI
114
Gradient Investments
Minnesota
$211K +$74.7K +1,465 +55%
SFSIG
115
San Francisco Sentry Investment Group
California
$204K +$51 +1 +0%
EWM
116
EPG Wealth Management
Georgia
$204K +$204K +4,006 New
NCM
117
Next Capital Management
New York
$201K -$204K -4,000 -50%
Stifel Financial
118
Stifel Financial
Missouri
$200K +$200K +3,920 New
SBL
119
Sargent Bickham Lagudis
Colorado
$200K +$200K +3,930 New
APW
120
Acima Private Wealth
Virginia
$109K +$58.5K +1,147 +116%
HCA
121
Horan Capital Advisors
Ohio
$66K +$66.3K +1,300 New
ASN
122
Advisory Services Network
Georgia
$37K +$37K +725 New
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$51 +1 +0.5%
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$5K +$5.1K +100 New
FCA
125
FinTrust Capital Advisors
South Carolina
$2.7K +$332K +6,500 +14%