JPMorgan Ultra-Short Income ETF
JPST
663 hedge funds and large institutions have $8.49B invested in JPMorgan Ultra-Short Income ETF in 2020 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 277 increasing their positions, 208 reducing their positions, and 51 closing their positions.
169% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 51
33% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 208
13% more funds holding
Funds holding: 586 → 663 (+77)
7% more funds holding in top 10
Funds holding in top 10: 113 → 121 (+8)
3% more capital invested
Capital invested by funds: $8.24B → $8.49B (+$246M)
1.95% less ownership
Funds ownership: 56.62% → 54.67% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$48M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$46M |
| 3 |
FM
Foster & Motley
Cincinnati,
Ohio
|
+$45.8M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$38.2M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$76.4M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$55.1M |
| 3 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$47.3M |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$40.8M |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$31.4M |
JPST Hedge Fund Activity: Q4 2020 in Review
663 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2020, worth a combined $8.49B — up 3% from $8.24B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new JPST positions and 51 closed out — a net gain of 86 holders — while 277 added to existing stakes and 208 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $48M. The largest seller was Envestnet Asset Management, cutting an estimated $76.4M.
- 663 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2020, up from 586 in Q3 2020.
- Funds reported $8.49B of JPMorgan Ultra-Short Income ETF stock for Q4 2020, up 3% quarter-over-quarter.
- 137 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2020 and 51 closed out, a net change of +86 holders.
- The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $48M added.
- The largest JPMorgan Ultra-Short Income ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $76.4M sold.
Based on aggregated 13F filings for Q4 2020.