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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
DAS
51
Dynamic Advisor Solutions
Arizona
$1.41M +$1.41M +28,185 New
PFS
52
Prospera Financial Services
Texas
$1.4M -$27K -538 -2%
AWM
53
AE Wealth Management
Kansas
$1.36M +$1.36M +27,066 New
WCM
54
Windsor Capital Management
Arizona
$1.34M +$1.01M +20,116 +301%
LA
55
LexAurum Advisors
Kansas
$1.32M +$823K +16,416 +165%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$1.3M +25,922 New
JP Morgan Chase
57
JP Morgan Chase
New York
$1.3M -$6.17M -123,079 -83%
WA
58
Winfield Associates
Ohio
$1.26M +$1.26M +25,160 New
CFD
59
Creative Financial Designs
Indiana
$1.22M +$1.22M +24,418 New
LWA
60
Lowe Wealth Advisors
Maryland
$1.14M +$150K +3,000 +15%
DWM
61
Dakota Wealth Management
Florida
$1.13M +$1.13M +22,530 New
Wells Fargo
62
Wells Fargo
California
$1.01M +$1.02M +20,272 New
WCM
63
Weatherstone Capital Management
Colorado
$896K +$897K +17,886 New
TAT
64
TD Ameritrade Trust
Colorado
$889K -$34.3K -685 -4%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$832K
HighTower Advisors
66
HighTower Advisors
Illinois
$807K +$179K +3,564 +28%
GI
67
Glovista Investments
New Jersey
$754K +$755K +15,057 New
SG
68
StoneX Group
New York
$752K
FA
69
FCG Advisors
New Jersey
$701K -$926K -18,465 -57%
MA
70
Mutual Advisors
Nebraska
$691K +$140K +2,800 +25%
UBS Group
71
UBS Group
Switzerland
$618K +$619K +12,340 New
WPSG
72
Wealth & Pension Services Group
Georgia
$601K +$602K +12,005 New
IA
73
IFP Advisors
Florida
$583K +$583K +11,632 New
FM
74
Foster & Motley
Ohio
$550K +$550K +10,976 New
AA
75
Ancora Advisors
Ohio
$543K +$136K +2,716 +33%

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.