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JPMorgan Ultra-Short Income ETF

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 82

22% more capital invested

Capital invested by funds: $3.35B → $4.07B (+$725M)

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

14% more funds holding

Funds holding: 291331 (+40)

2.19% less ownership

Funds ownership: 66.9%64.7% (-2.2%)

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.16%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Tortoise Investment Management
New York
$126K +$126K +2,500 New
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$125K +$14.6K +290 +13%
TCM
303
TD Capital Management
Tennessee
$114K +$804 +16 +0.7%
RCAG
304
Rehmann Capital Advisory Group
Michigan
$112K +$7.99K +159 +8%
MA
305
MUFG Americas
New York
$101K
BWM
306
BerganKDV Wealth Management
Minnesota
$100K +$100K +1,989 New
MWC
307
MBM Wealth Consultants
Missouri
$100K +$100K +1,990 New
RIA
308
Realta Investment Advisors
Delaware
$93K +$93.2K +1,855 New
EWM
309
Executive Wealth Management
Michigan
$80K
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$80K
PB
311
Pinnacle Bancorp
Nebraska
$62K -$112K -2,230 -64%
GRP
312
Global Retirement Partners
California
$62K +$47.7K +949 +332%
GWM
313
Geneos Wealth Management
Colorado
$61K -$49.2K -979 -44%
AOWM
314
Alpha Omega Wealth Management
Virginia
$54K +$3.82K +76 +8%
FEG
315
Financial Enhancement Group
Indiana
$50K +$50.3K +1,000 New
LFA
316
Legacy Financial Advisors
Kentucky
$49K +$48.8K +971 New
RWA
317
Ropes Wealth Advisors
Massachusetts
$47K +$47.3K +942 New
APA
318
American Portfolios Advisors
New York
$40.7K -$181K -3,601 -82%
LPWM
319
Lake Point Wealth Management
Texas
$40K -$1.3M -25,862 -97%
GWMIA
320
Global Wealth Management Investment Advisory
Florida
$40K +$14.7K +293 +58%
RFC
321
Regions Financial Corp
Alabama
$40K +$40.2K +800 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$35K
FCA
323
FinTrust Capital Advisors
South Carolina
$31K
FHA
324
Flagship Harbor Advisors
Massachusetts
$29K -$20.9K -415 -42%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$26K -$255K -5,075 -91%

JPST Hedge Fund Activity: Q1 2019 in Review

331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2019, worth a combined $4.07B — up 22% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JPST positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $61.4M.

  • 331 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2019, up from 291 in Q4 2018.
  • Funds reported $4.07B of JPMorgan Ultra-Short Income ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2019 and 28 closed out, a net change of +46 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2019 was Morgan Stanley, an estimated $127M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2019 was AssetMark Inc, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2019.