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JPMorgan Ultra-Short Municipal Income ETF
JMST
JMST
199 hedge funds and large institutions have $964M invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
229% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 14
96% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 45
46% more capital invested
Capital invested by funds: $662M → $964M (+$302M)
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
18% more funds holding
Funds holding: 168 → 199 (+31)
3.72% more ownership
Funds ownership: 59.67% → 63.39% (+3.7%)
Holders
199
Holders Change
+31
Holders Change %
+18.45%
% of All Funds
3.49%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.25%
New
46
Increased
88
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
+$102M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$30.9M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$27.4M |
| 4 |
Jane Street
New York
|
+$15.9M |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$14.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
201
Avalon Capital Management
Port Of Redwood City,
California
| – | -$2.55M | -50,000 | Closed |
|
|
PI
202
PFS Investments
Duluth,
Georgia
| – | -$1.98M | -38,844 | Closed |
|
|
VWM
203
Venturi Wealth Management
Austin,
Texas
| – | -$1.06M | -20,800 | Closed |
|
|
PFO
204
Pathstone Family Office
Englewood,
New Jersey
| – | -$766K | -15,000 | Closed |
|
|
RVPG
205
Relative Value Partners Group
| – | -$587K | -11,500 | Closed |
|
|
CGH
206
Crossmark Global Holdings
Houston,
Texas
| – | -$582K | -11,395 | Closed |
|
|
DY
207
Dowling & Yahnke
San Diego,
California
| – | -$535K | -10,480 | Closed |
|
|
GVAG
208
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$280K | -5,479 | Closed |
|
|
EH
209
Equitable Holdings
New York
| – | -$219K | -4,298 | Closed |
|
|
BWA
210
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$189K | -3,710 | Closed |
|
|
ASN
211
Advisory Services Network
Atlanta,
Georgia
| – | -$87K | -1,711 | Closed |
|
|
SIAG
212
Safeguard Investment Advisory Group
Corona,
California
| – | -$25K | -494 | Closed |
|
213
AssetMark Inc
Concord,
California
| – | +$102 | +2 | New |
|