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JPMorgan Ultra-Short Income ETF

462 hedge funds and large institutions have $5.86B invested in JPMorgan Ultra-Short Income ETF in 2019 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 21

65% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 119

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

24% more funds holding

Funds holding: 374462 (+88)

17% more capital invested

Capital invested by funds: $5.01B → $5.86B (+$849M)

1.16% more ownership

Funds ownership: 57.08%58.24% (+1.2%)

Holders
462
Holders Change
+88
Holders Change %
+23.53%
% of All Funds
9.1%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.91%
New
117
Increased
196
Reduced
119
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
351
Elevated Capital Advisors
Utah
$538K +$538K +10,662 New
DC
352
Davenport & Co
Virginia
$533K -$128K -2,534 -19%
CAM
353
Cresset Asset Management
Illinois
$532K -$20.2K -400 -4%
HPC
354
Hobart Private Capital
North Carolina
$527K +$3.38K +67 +0.6%
NL
355
NVWM LLC
Pennsylvania
$520K +$81.3K +1,610 +18%
AIA
356
Arbor Investment Advisors
North Carolina
$518K +$518K +10,262 New
KeyBank National Association
357
KeyBank National Association
Ohio
$515K +$315K +6,240 +157%
RFA
358
Reilly Financial Advisors
California
$504K
SIAS
359
Shine Investment Advisory Services
Colorado
$493K
AWA
360
Arkadios Wealth Advisors
Georgia
$490K +$490K +9,704 New
RHBC
361
R.H. Bluestein & Co
Michigan
$484K +$156K +3,100 +48%
RA
362
Riverstone Advisors
Texas
$481K
CA
363
Calton & Associates
Florida
$480K -$176K -3,480 -27%
FHA
364
Flagship Harbor Advisors
Massachusetts
$477K +$123K +2,431 +35%
FFG
365
Ford Financial Group
California
$464K +$71K +1,407 +18%
FGAM
366
Financial Gravity Asset Management
Texas
$448K -$15.3K -304 -3%
HIM
367
Harbour Investment Management
Washington
$443K +$24.2K +480 +6%
GFPC
368
Global Financial Private Client
Florida
$440K +$440K +8,724 New
APW
369
Acima Private Wealth
Virginia
$421K -$118K -2,346 -22%
IWS
370
Insight Wealth Strategies
California
$418K +$17.5K +347 +4%
FM
371
Foster & Motley
Ohio
$415K -$211K -4,180 -34%
Cetera Investment Advisers
372
Cetera Investment Advisers
Illinois
$411K +$198K +3,916 +92%
Ameriprise
373
Ameriprise
Minnesota
$410K +$207K +4,095 +102%
B
374
Bailard
California
$407K +$30.8K +610 +8%
FPCP
375
Fort Point Capital Partners
California
$403K -$40.2K -797 -9%

JPST Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2019, worth a combined $5.86B — up 17% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new JPST positions and 21 closed out — a net gain of 96 holders — while 196 added to existing stakes and 119 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $178M. The largest seller was Guggenheim Capital, cutting an estimated $32.5M.

  • 462 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2019, up from 374 in Q3 2019.
  • Funds reported $5.86B of JPMorgan Ultra-Short Income ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 117 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2019 and 21 closed out, a net change of +96 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $178M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2019 was Guggenheim Capital, an estimated $32.5M sold.

Based on aggregated 13F filings for Q4 2019.