JPMorgan Ultra-Short Income ETF
JPST
374 hedge funds and large institutions have $5.01B invested in JPMorgan Ultra-Short Income ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 205 increasing their positions, 103 reducing their positions, and 20 closing their positions.
99% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 103
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
15% more capital invested
Capital invested by funds: $4.35B → $5.01B (+$659M)
4% more funds holding
Funds holding: 360 → 374 (+14)
1.4% less ownership
Funds ownership: 58.48% → 57.08% (-1.4%)
5% less funds holding in top 10
Funds holding in top 10: 73 → 69 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$136M |
| 2 |
Morgan Stanley
New York
|
+$112M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$57.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$47.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
-$40.8M |
| 2 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$19M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$14.4M |
| 4 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$14.3M |
| 5 |
LA
Lau Associates
Greenville,
Delaware
|
-$13.2M |
JPST Hedge Fund Activity: Q3 2019 in Review
374 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2019, worth a combined $5.01B — up 15% from $4.35B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new JPST positions and 20 closed out — a net gain of 18 holders — while 205 added to existing stakes and 103 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $136M. The largest seller was AJ Wealth Strategies, cutting an estimated $40.8M.
- 374 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2019, up from 360 in Q2 2019.
- Funds reported $5.01B of JPMorgan Ultra-Short Income ETF stock for Q3 2019, up 15% quarter-over-quarter.
- 38 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2019 and 20 closed out, a net change of +18 holders.
- The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2019 was Fidelity Investments, an estimated $136M added.
- The largest JPMorgan Ultra-Short Income ETF seller in Q3 2019 was AJ Wealth Strategies, an estimated $40.8M sold.
Based on aggregated 13F filings for Q3 2019.