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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
RJT
101
Raymond James Trust
Florida
$241K +$241K +4,803 New
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$237K +$237K +4,724 New
CA
103
Cetera Advisors
Colorado
$233K -$2K -40 -0.9%
SIAP
104
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$230K +$231K +4,600 New
SHIM
105
Stone House Investment Management
Pennsylvania
$220K -$25.6K -510 -10%
M&T Bank
106
M&T Bank
New York
$213K +$213K +4,251 New
ADBIC
107
A.D. Beadell Investment Counsel
Wisconsin
$205K +$206K +4,100 New
KSA
108
Ken Stern & Associates
California
$200K +$200K +3,984 New
CFA
109
Carroll Financial Associates
North Carolina
$153K +$55.1K +1,099 +56%
Citigroup
110
Citigroup
New York
$140K +$140K +2,800 New
AOWM
111
Alpha Omega Wealth Management
Virginia
$98K +$72.4K +1,445 +288%
HFM
112
Hartford Financial Management
Connecticut
$75K +$75.2K +1,500 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$70K +$20.1K +400 +40%
SF
114
Synovus Financial
Georgia
$65K +$15.9K +318 +33%
KC
115
KHP Capital
Oklahoma
$55K -$21.3K -424 -28%
EWM
116
Edge Wealth Management
New York
$43K
SMG
117
Spectrum Management Group
Indiana
$35K +$34.8K +695 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$25K +$25.1K +500 New
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$10K +$10K +200 New
AC
120
Avestar Capital
New York
$7K +$7.52K +150 New
Jane Street
121
Jane Street
New York
-$1.77M -35,345 Closed
FHC
122
First Heartland Consultants
Missouri
-$350K -7,005 Closed

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.