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JPMorgan Ultra-Short Income ETF

471 hedge funds and large institutions have $5.37B invested in JPMorgan Ultra-Short Income ETF in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 154 increasing their positions, 217 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 55

2% more funds holding

Funds holding: 462471 (+9)

1.19% less ownership

Funds ownership: 58.24%57.05% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 9792 (-5)

8% less capital invested

Capital invested by funds: $5.86B → $5.37B (-$481M)

29% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 217

Holders
471
Holders Change
+9
Holders Change %
+1.95%
% of All Funds
10.38%
Holding in Top 10
92
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.15%
% of All Funds
2.03%
New
78
Increased
154
Reduced
217
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$564M -$104M -2,072,442 -15%
Bank of America
2
Bank of America
North Carolina
$544M -$20.2M -400,900 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$402M +$78.6M +1,562,548 +24%
Wells Fargo
4
Wells Fargo
California
$339M -$195K -3,887 -0.1%
UBS Group
5
UBS Group
Switzerland
$205M -$94.8M -1,886,067 -31%
AF
6
Allworth Financial
California
$158M -$7.22M -143,529 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$157M +$90.5M +1,799,409 +133%
LPL Financial
8
LPL Financial
California
$84.9M -$14.2M -282,369 -14%
Jane Street
9
Jane Street
New York
$80.3M +$50M +994,366 +160%
GBBWRPM
10
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$75.5M +$4.18M +83,180 +6%
Betterment LLC
11
Betterment LLC
New York
$71M +$71.9M +1,430,083 New
RJA
12
Raymond James & Associates
Florida
$67.8M -$20.5M -408,338 -23%
SFS
13
Sowell Financial Services
Arkansas
$62M +$33.8M +672,062 +117%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$60.5M +$6.37M +126,634 +12%
SFG
15
Sage Financial Group
Pennsylvania
$59M +$2.37M +47,179 +4%
RW
16
REDW Wealth
New Mexico
$58.6M +$2.4M +47,704 +4%
QCG
17
Quadrant Capital Group
Ohio
$55.6M -$10.3M -203,948 -15%
SWM
18
Sanctuary Wealth Management
Idaho
$52.6M +$52.9M +1,051,473 +14,737%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$48.9M -$5.75M -114,271 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$48.6M -$13.5M -268,971 -22%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$48.6M -$3.88M -77,147 -7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$42.6M +$43.2M +858,552 New
EWM
23
Evermay Wealth Management
Virginia
$42.1M +$1.81M +36,006 +4%
AA
24
Ancora Advisors
Ohio
$41.1M +$7.9M +157,175 +23%
6M
25
6 Meridian
Kansas
$39.4M +$10.8M +213,875 +37%