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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
TFM
101
TFC Financial Management
Massachusetts
$1.71M +$95.5K +1,870 +6%
EFL
102
ERn Financial LLC
Wisconsin
$1.66M +$851K +16,666 +105%
PCWA
103
Pacific Capital Wealth Advisors
California
$1.58M -$120K -2,350 -7%
APW
104
Acima Private Wealth
Virginia
$1.58M -$6.18K -121 -0.4%
MML Investors Services
105
MML Investors Services
Massachusetts
$1.58M +$116K +2,273 +8%
CCP
106
Clarkston Capital Partners
Michigan
$1.53M +$1.53M +30,000 New
IA
107
IFG Advisory
Georgia
$1.51M +$460 +9 +0%
CG
108
CFO4Life Group
Texas
$1.46M +$681K +13,336 +87%
AFG
109
Albion Financial Group
Utah
$1.44M +$1.43M +28,104 New
OIA
110
OneDigital Investment Advisors
Kansas
$1.42M -$410K -8,033 -22%
CFO
111
Collective Family Office
Pennsylvania
$1.42M -$661K -12,942 -32%
CW
112
CreativeOne Wealth
Kansas
$1.41M +$180K +3,529 +15%
OWM
113
Opes Wealth Management
California
$1.41M +$911K +17,839 +184%
REMPR
114
Roof Eidam Maycock Peralta (REMP)
California
$1.38M
AUB
115
Atlantic Union Bankshares
Virginia
$1.33M -$143K -2,795 -10%
Truist Financial
116
Truist Financial
North Carolina
$1.32M -$150K -2,947 -10%
PCMC
117
Private Capital Management (Colorado)
Colorado
$1.29M +$389K +7,626 +43%
CG
118
Colony Group
Massachusetts
$1.28M +$255K +5,000 +25%
CL
119
COWA LLC
Oklahoma
$1.23M +$219K +4,295 +22%
AAS
120
Annex Advisory Services
Wisconsin
$1.22M -$3.38M -66,234 -74%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$1.14M +$10.2K +200 +0.9%
BCP
122
Blue Chip Partners
Michigan
$1.14M +$1.14M +22,280 New
PSIWM
123
Paradigm Strategies in Wealth Management
Minnesota
$1.11M -$315K -6,160 -22%
OPS
124
Orion Portfolio Solutions
Nebraska
$1.09M +$194K +3,808 +22%
FTUS
125
Flow Traders U.S.
New York
$1.08M -$9M -176,321 -89%