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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
CAM
401
Concorde Asset Management
Michigan
$302K -$194K -3,850 -39%
AWM
402
Avondale Wealth Management
Texas
$296K -$133K -2,636 -31%
Comerica Bank
403
Comerica Bank
Texas
$291K +$76.4K +1,513 +36%
APP
404
Avantax Planning Partners
Iowa
$290K -$15.6K -309 -5%
CPO
405
Cerity Partners OCIO
New York
$283K -$1.06K -21 -0.4%
IWM
406
IHT Wealth Management
Illinois
$282K -$81.3K -1,611 -22%
CWA
407
Clarity Wealth Advisors
California
$277K +$278K +5,504 New
RMAM
408
Raab & Moskowitz Asset Management
New Jersey
$266K +$267K +5,290 New
BF
409
BOK Financial
Oklahoma
$265K +$48K +951 +22%
IFAM
410
Institutional & Family Asset Management
Colorado
$260K +$1.56K +31 +0.6%
JFGIW
411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$252K +$252K +5,000 New
RFWA
413
RPg Family Wealth Advisory
Massachusetts
$245K +$245K +4,860 New
TCM
414
Tradewinds Capital Management
Washington
$240K +$1.46K +29 +0.6%
GKWIM
415
Gerber Kawasaki Wealth & Investment Management
California
$238K +$239K +4,725 New
CWA
416
Clarus Wealth Advisors
Arizona
$237K
CRWM
417
Castle Rock Wealth Management
California
$226K
LSAG
418
Lake Street Advisors Group
New Hampshire
$226K +$226K +4,477 New
MSAM
419
Moloney Securities Asset Management
Missouri
$222K
SMG
420
Spectrum Management Group
Indiana
$220K -$109K -2,155 -33%
BRA
421
Biechele Royce Advisors
Indiana
$217K +$13K +258 +6%
MAA
422
Matrix Asset Advisors
New York
$214K +$215K +4,250 New
FCFC
423
First Citizens Financial Corp
Iowa
$208K +$208K +4,123 New
AIM
424
Acropolis Investment Management
Missouri
$202K -$9.09K -180 -4%
CWG
425
Cornerstone Wealth Group
North Carolina
$202K

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.