JPMorgan Ultra-Short Income ETF
JPST
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.
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: 57 → 68 (+11)
14% more funds holding
Funds holding: 291 → 331 (+40)
2.19% less ownership
Funds ownership: 66.9% → 64.7% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$127M |
| 2 |
S
SignatureFD
Atlanta,
Georgia
|
+$93.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$75.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$75M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$60.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$61.4M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$47.3M |
| 3 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$46M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$36.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$32.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$376K | -7,500 | Closed |
|
|
QAM
352
Questar Asset Management
Minneapolis,
Minnesota
| – | -$351K | -7,000 | Closed |
|
|
CWM
353
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$277K | -5,520 | Closed |
|
|
IWA
354
Intercontinental Wealth Advisors
San Antonio,
Texas
| – | -$265K | -5,290 | Closed |
|
|
NA
355
Nottingham Advisors
Amherst,
New York
| – | -$258K | -5,138 | Closed |
|
|
W
356
WealthOne
Albany,
New York
| – | -$210K | -4,199 | Closed |
|
|
PCIA
357
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$95K | -1,886 | Closed |
|
|
PCG
358
Private Capital Group
West Hartford,
Connecticut
| – | -$12K | -238 | Closed |
|
|
PG
359
Proffitt & Goodson
Knoxville,
Tennessee
| – | -$6K | -125 | Closed |
|
|
LWM
360
Liberty Wealth Management
Oakland,
California
| – | -$4K | -96 | Closed |
|
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.