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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
AIC
101
Archer Investment Corporation
Indiana
$10.2M +$288K +5,697 +3%
PAG
102
Private Advisor Group
New Jersey
$10.1M +$634K +12,563 +7%
FCIM
103
Fairview Capital Investment Management
California
$9.84M +$1.6M +31,705 +19%
FTIOP
104
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.84M +$294K +5,828 +3%
RCA
105
Resonant Capital Advisors
Wisconsin
$9.43M +$9.44M +186,925 New
WOC
106
West Oak Capital
California
$8.84M +$2.22M +44,065 +34%
NI
107
Nepsis Inc
Minnesota
$8.81M +$179K +3,541 +2%
JWBC
108
John W. Brooker & Co
California
$8.74M +$8.75M +173,356 New
FNT
109
First National Trust
Pennsylvania
$8.72M -$1.33M -26,313 -13%
Citigroup
110
Citigroup
New York
$8.72M +$964K +19,093 +12%
LA
111
LexAurum Advisors
Kansas
$8.63M +$1.26M +24,867 +17%
ACM
112
Anfield Capital Management
California
$8.4M +$8.4M +166,382 New
KA
113
Klingman & Associates
New York
$8.33M +$2.7M +53,481 +48%
AIP
114
Almanack Investment Partners
Pennsylvania
$8.19M -$605K -11,991 -7%
1IA
115
1834 Investment Advisors
Wisconsin
$8.06M +$7.83M +155,172 +3,273%
TA
116
TCG Advisors
Texas
$7.97M +$3.71M +73,469 +87%
BBA
117
Braun-Bostich & Associates
Pennsylvania
$7.94M +$1.04M +20,581 +15%
HFRG
118
Houlihan Financial Resource Group
Virginia
$7.63M +$7.64M +151,256 New
NCM
119
Next Capital Management
New York
$7.48M -$1.27M -25,103 -14%
ACP
120
Arcus Capital Partners
Georgia
$7.42M -$791K -15,660 -10%
CL
121
CPWM LLC
Washington
$7.37M -$1.9M -37,659 -20%
LPT
122
Legacy Private Trust
Wisconsin
$7.19M -$1.49M -29,547 -17%
SIAP
123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.99M -$255K -5,050 -4%
PAS
124
Partnervest Advisory Services
California
$6.98M -$507K -10,041 -7%
ASW
125
Astoria Strategic Wealth
Texas
$6.94M +$6.95M +137,590 New

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.