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JPMorgan Ultra-Short Income ETF

120 hedge funds and large institutions have $969M invested in JPMorgan Ultra-Short Income ETF in 2018 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,450% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 2

449% more capital invested

Capital invested by funds: $177M → $969M (+$792M)

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

135% more funds holding

Funds holding: 51120 (+69)

15.51% more ownership

Funds ownership: 62.45%77.96% (+16%)

Holders
120
Holders Change
+69
Holders Change %
+135.29%
% of All Funds
2.75%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.37%
New
71
Increased
33
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
BSW Wealth Partners
Colorado
$5.53M +$5.53M +110,286 New
RCA
27
Rowland Carmichael Advisors
Arizona
$5.46M +$5.46M +108,893 New
HCA
28
Horan Capital Advisors
Ohio
$4.37M +$377K +7,516 +9%
LPT
29
Legacy Private Trust
Wisconsin
$3.97M +$3.97M +79,205 New
LPL Financial
30
LPL Financial
California
$3.92M +$3.61M +71,942 +1,129%
CA
31
Continuum Advisory
Idaho
$3.81M +$3.81M +76,055 New
WP
32
WealthSource Partners
California
$3.31M +$3.31M +65,982 New
Stifel Financial
33
Stifel Financial
Missouri
$3.13M +$3.13M +62,473 New
FAAS
34
First Allied Advisory Services
California
$2.78M -$87.8K -1,752 -3%
FTIOP
35
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.63M +$2.63M +52,393 New
EWMCB
36
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.54M +$2.55M +50,793 New
NF
37
Nikulski Financial
Iowa
$2.47M +$2.47M +49,226 New
SHGA
38
Sand Hill Global Advisors
California
$2.02M +$2.02M +40,366 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.02M +$1.69M +33,727 +513%
AG
40
Advisor Group
Arizona
$1.84M +$77.7K +1,549 +4%
JFA
41
JNBA Financial Advisors
Minnesota
$1.81M +$1.81M +36,080 New
BTS
42
BB&T Securities
Virginia
$1.8M +$1.8M +35,964 New
PI
43
Parkside Investments
Illinois
$1.78M -$3.28M -65,400 -65%
SS
44
Simplicity Solutions
Minnesota
$1.68M +$1.35M +26,998 +417%
PA
45
Parallel Advisors
California
$1.68M +$1.68M +33,440 New
FAIM
46
Financial Advocates Investment Management
Washington
$1.59M +$1.59M +31,744 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.59M +$1.33M +26,562 +521%
Millennium Management
48
Millennium Management
New York
$1.55M +$1.55M +30,946 New
CCM
49
Colorado Capital Management
Colorado
$1.54M +$41.3K +823 +3%
GC
50
Gratus Capital
Georgia
$1.47M +$1.47M +29,355 New

JPST Hedge Fund Activity: Q2 2018 in Review

120 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2018, worth a combined $969M — up 449% from $177M a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new JPST positions and 2 closed out — a net gain of 69 holders — while 33 added to existing stakes and 12 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $276M. The largest seller was JP Morgan Chase, cutting an estimated $6.17M.

  • 120 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2018, up from 51 in Q1 2018.
  • Funds reported $969M of JPMorgan Ultra-Short Income ETF stock for Q2 2018, up 449% quarter-over-quarter.
  • 71 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2018 and 2 closed out, a net change of +69 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2018 was 3EDGE Asset Management, an estimated $276M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2018 was JP Morgan Chase, an estimated $6.17M sold.

Based on aggregated 13F filings for Q2 2018.