JPMorgan Limited Duration Bond ETF
JPLD
36 hedge funds and large institutions have $513M invested in JPMorgan Limited Duration Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 19 reducing their positions, and 7 closing their positions.
3.3% more ownership
Funds ownership: 65.86% → 69.17% (+3.3%)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less capital invested
Capital invested by funds: $517M → $513M (-$3.55M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
84% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$24.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.83M |
| 3 |
PA
Prism Advisors
Studio City,
California
|
+$1.36M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$749K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$614K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.42M |
| 3 |
Jane Street
New York
|
-$5.4M |
| 4 |
WAOTB
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
-$5.05M |
| 5 |
Morgan Stanley
New York
|
-$4.63M |
JPLD Hedge Fund Activity: Q4 2023 in Review
36 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Limited Duration Bond ETF (JPLD) for Q4 2023, worth a combined $513M — down 0.69% from $517M a quarter earlier.
Fund positioning in JPLD was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 3 added to existing stakes and 19 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $24.6M. The largest seller was JP Morgan Chase, cutting an estimated $12.1M.
- 36 institutional investors held JPMorgan Limited Duration Bond ETF (JPLD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $513M of JPMorgan Limited Duration Bond ETF stock for Q4 2023, down 0.69% quarter-over-quarter.
- 7 funds opened new JPMorgan Limited Duration Bond ETF positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest JPMorgan Limited Duration Bond ETF buyer in Q4 2023 was CAPTRUST Financial Advisors, an estimated $24.6M added.
- The largest JPMorgan Limited Duration Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2023.