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JPMorgan Ultra-Short Income ETF

331 hedge funds and large institutions have $4.07B invested in JPMorgan Ultra-Short Income ETF in 2019 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 82

22% more capital invested

Capital invested by funds: $3.35B → $4.07B (+$725M)

19% more funds holding in top 10

Funds holding in top 10: 5768 (+11)

14% more funds holding

Funds holding: 291331 (+40)

2.19% less ownership

Funds ownership: 66.9%64.7% (-2.2%)

Holders
331
Holders Change
+40
Holders Change %
+13.75%
% of All Funds
7.16%
Holding in Top 10
68
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+19.3%
% of All Funds
1.47%
New
74
Increased
159
Reduced
82
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I2I
201
Insight 2811 Inc
Illinois
$1.17M -$177K -3,526 -13%
SIA
202
Strategic Investment Advisors
Michigan
$1.15M +$1.15M +22,906 New
KF
203
Krilogy Financial
Missouri
$1.12M +$1.12M +22,261 New
WAM
204
Weatherly Asset Management
California
$1.1M +$124K +2,470 +13%
APC
205
Aspire Private Capital
North Carolina
$1.09M +$647K +12,880 +148%
RJT
206
Raymond James Trust
Florida
$1.06M +$144K +2,874 +16%
UBS AM
207
UBS AM
Illinois
$1.04M +$1.04M +20,757 New
CW
208
CreativeOne Wealth
Kansas
$1.04M +$573K +11,398 +122%
APW
209
Acima Private Wealth
Virginia
$1.02M -$495K -9,856 -33%
NEPWA
210
New England Private Wealth Advisors
Massachusetts
$1.02M +$217K +4,322 +27%
SIM
211
Stratos Investment Management
Ohio
$1.02M +$1.02M +20,243 New
M&T Bank
212
M&T Bank
New York
$996K -$2.21K -44 -0.2%
TAT
213
TD Ameritrade Trust
Colorado
$993K +$176K +3,494 +22%
BMA
214
Brooks Moore & Associates
Tennessee
$988K +$988K +19,650 New
CFG
215
Cooper Financial Group
California
$960K +$959K +19,090 New
PA
216
Parallel Advisors
California
$935K -$1.15M -22,923 -55%
SG
217
StoneX Group
New York
$934K +$177K +3,526 +24%
SPC
218
Sigma Planning Corp
Michigan
$914K +$913K +18,170 New
CAM
219
Cresset Asset Management
Illinois
$892K -$740K -14,718 -45%
ACA
220
Aptus Capital Advisors
Alabama
$891K +$891K +17,720 New
RAM
221
Redmond Asset Management
Virginia
$880K +$151K +3,000 +21%
MCM
222
Monument Capital Management
Virginia
$812K +$196K +3,904 +32%
APSP
223
Asset Planning Services (Pennsylvania)
Pennsylvania
$804K +$3.77K +75 +0.5%
TFO
224
Tarbox Family Office
California
$776K +$501K +9,970 +183%
TB
225
Terril Brothers
Missouri
$775K +$368K +7,315 +90%

JPST Hedge Fund Activity: Q1 2019 in Review

331 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2019, worth a combined $4.07B — up 22% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JPST positions and 28 closed out — a net gain of 46 holders — while 159 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $127M. The largest seller was AssetMark Inc, cutting an estimated $61.4M.

  • 331 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2019, up from 291 in Q4 2018.
  • Funds reported $4.07B of JPMorgan Ultra-Short Income ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 74 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2019 and 28 closed out, a net change of +46 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2019 was Morgan Stanley, an estimated $127M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2019 was AssetMark Inc, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2019.