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JPMorgan Ultra-Short Income ETF

51 hedge funds and large institutions have $177M invested in JPMorgan Ultra-Short Income ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 3

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

197% more capital invested

Capital invested by funds: $59.4M → $177M (+$117M)

168% more funds holding

Funds holding: 1951 (+32)

62.45% more ownership

Funds ownership: 0%62.45% (+62%)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

Holders
51
Holders Change
+32
Holders Change %
+168.42%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.14%
New
35
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$832K +$81.3K +1,623 +11%
SG
27
StoneX Group
New York
$751K +$751K +15,004 New
HighTower Advisors
28
HighTower Advisors
Illinois
$629K +$102K +2,040 +19%
MA
29
Mutual Advisors
Nebraska
$550K +$551K +11,000 New
LA
30
LexAurum Advisors
Kansas
$498K +$65.7K +1,312 +15%
AA
31
Ancora Advisors
Ohio
$407K +$152K +3,037 +60%
FHC
32
First Heartland Consultants
Missouri
$350K
WCM
33
Windsor Capital Management
Arizona
$334K +$334K +6,678 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$329K +$329K +6,569 New
SS
35
Simplicity Solutions
Minnesota
$324K -$31.6K -631 -9%
LPL Financial
36
LPL Financial
California
$319K +$319K +6,371 New
CAM
37
Concorde Asset Management
Michigan
$278K -$32.1K -642 -10%
TIA
38
Tiemann Investment Advisors
California
$263K +$264K +5,265 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$255K +$255K +5,100 New
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K +$250K +4,990 New
RAM
41
Redmond Asset Management
Virginia
$250K +$250K +5,000 New
AI
42
Atria Investments
North Carolina
$249K -$36.9K -737 -13%
SHIM
43
Stone House Investment Management
Pennsylvania
$245K -$40.5K -808 -14%
CA
44
Cetera Advisors
Colorado
$235K +$235K +4,699 New
CFA
45
Carroll Financial Associates
North Carolina
$97K +$98K +1,957 New
KC
46
KHP Capital
Oklahoma
$76K +$76.1K +1,519 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$50K +$50.1K +1,000 New
SF
48
Synovus Financial
Georgia
$49K +$49K +978 New
EWM
49
Edge Wealth Management
New York
$43K +$42.7K +852 New
OIA
50
OneDigital Investment Advisors
Kansas
$25K +$25K +500 New

JPST Hedge Fund Activity: Q1 2018 in Review

51 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2018, worth a combined $177M — up 197% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JPST positions and 3 closed out — a net gain of 32 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $40.5M. The largest seller was JP Morgan Chase, cutting an estimated $17.5M.

  • 51 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2018, up from 19 in Q4 2017.
  • Funds reported $177M of JPMorgan Ultra-Short Income ETF stock for Q1 2018, up 197% quarter-over-quarter.
  • 35 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2018 and 3 closed out, a net change of +32 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2018 was 3EDGE Asset Management, an estimated $40.5M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2018 was JP Morgan Chase, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2018.