JPMorgan Ultra-Short Income ETF
JPST
537 hedge funds and large institutions have $7.66B invested in JPMorgan Ultra-Short Income ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 136 reducing their positions, and 27 closing their positions.
504% more capital inflows, than outflows
Capital inflows: $2.62B | Capital outflows: $433M
270% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 27
98% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 136
14% more funds holding
Funds holding: 470 → 537 (+67)
13% more funds holding in top 10
Funds holding in top 10: 92 → 104 (+12)
3.58% more ownership
Funds ownership: 57.05% → 60.63% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$295M |
| 2 |
SVB Wealth
Boston,
Massachusetts
|
+$213M |
| 3 |
Homrich & Berg
Atlanta,
Georgia
|
+$179M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$117M |
| 5 |
Morgan Stanley
New York
|
+$92.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
-$50.2M |
| 2 |
Sanctuary Wealth Management
Pocatello,
Idaho
|
-$47.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$40.2M |
| 4 |
Polaris Wealth Advisory Group
San Rafael,
California
|
-$26.7M |
| 5 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$25.7M |
JPST Hedge Fund Activity: Q2 2020 in Review
537 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2020, worth a combined $7.66B — up 43% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new JPST positions and 27 closed out — a net gain of 73 holders — while 269 added to existing stakes and 136 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $295M. The largest seller was Sage Financial Group, cutting an estimated $50.2M.
- 537 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2020, up from 470 in Q1 2020.
- Funds reported $7.66B of JPMorgan Ultra-Short Income ETF stock for Q2 2020, up 43% quarter-over-quarter.
- 100 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2020 and 27 closed out, a net change of +73 holders.
- The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2020 was AssetMark Inc, an estimated $295M added.
- The largest JPMorgan Ultra-Short Income ETF seller in Q2 2020 was Sage Financial Group, an estimated $50.2M sold.
Based on aggregated 13F filings for Q2 2020.