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JPMorgan Ultra-Short Income ETF

178 hedge funds and large institutions have $1.53B invested in JPMorgan Ultra-Short Income ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 15

326% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 19

58% more capital invested

Capital invested by funds: $969M → $1.53B (+$559M)

48% more funds holding

Funds holding: 120178 (+58)

44% more funds holding in top 10

Funds holding in top 10: 1623 (+7)

13.62% less ownership

Funds ownership: 77.96%64.34% (-14%)

Holders
178
Holders Change
+58
Holders Change %
+48.33%
% of All Funds
4.07%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.53%
New
73
Increased
81
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$533K +$167K +3,331 +46%
BFG
127
Bouchey Financial Group
New York
$521K +$522K +10,395 New
HFS
128
HL Financial Services
Kentucky
$514K +$514K +10,245 New
GTAM
129
Global Trust Asset Management
Florida
$497K +$169K +3,364 +51%
IWC
130
Integrated Wealth Concepts
Massachusetts
$472K +$472K +9,400 New
CFA
131
Carroll Financial Associates
North Carolina
$446K +$293K +5,846 +191%
BBA
132
BLB&B Advisors
Pennsylvania
$435K +$435K +8,665 New
TB
133
Terril Brothers
Missouri
$406K +$407K +8,100 New
SCA
134
Snowden Capital Advisors
New York
$393K
NA
135
NewEdge Advisors
Louisiana
$382K +$382K +7,609 New
WC
136
Weil Company
California
$376K -$126K -2,510 -25%
SSWM
137
Sheets Smith Wealth Management
North Carolina
$366K +$366K +7,300 New
EWM
138
Edge Wealth Management
New York
$364K +$321K +6,400 +751%
MCM
139
Monument Capital Management
Virginia
$338K +$338K +6,739 New
M&T Bank
140
M&T Bank
New York
$318K +$105K +2,087 +49%
VWA
141
V Wealth Advisors
Kansas
$310K +$310K +6,185 New
BRA
142
Biechele Royce Advisors
Indiana
$309K -$46.2K -920 -13%
CAN
143
Cetera Advisor Networks
California
$305K +$305K +6,076 New
VFPI
144
Vantage Financial Partners (Illinois)
Illinois
$301K +$301K +6,000 New
IFAM
145
Institutional & Family Asset Management
Colorado
$278K +$279K +5,551 New
CAM
146
Concorde Asset Management
Michigan
$272K -$3.41K -68 -1%
NFG
147
Next Financial Group
Texas
$263K +$263K +5,241 New
NWP
148
Northstar Wealth Partners
Connecticut
$261K +$261K +5,205 New
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K
NA
150
Nottingham Advisors
New York
$258K +$258K +5,138 New

JPST Hedge Fund Activity: Q3 2018 in Review

178 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2018, worth a combined $1.53B — up 58% from $969M a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 15 closed out — a net gain of 58 holders — while 81 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $71.8M. The largest seller was 3EDGE Asset Management, cutting an estimated $171M.

  • 178 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2018, up from 120 in Q2 2018.
  • Funds reported $1.53B of JPMorgan Ultra-Short Income ETF stock for Q3 2018, up 58% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2018 and 15 closed out, a net change of +58 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2018 was Bank of America, an estimated $71.8M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2018 was 3EDGE Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.