JPMorgan Active Value ETF
JAVA
52 hedge funds and large institutions have $252M invested in JPMorgan Active Value ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
182% more capital invested
Capital invested by funds: $89.4M → $252M (+$163M)
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
148% more funds holding
Funds holding: 21 → 52 (+31)
1.43% less ownership
Funds ownership: 84.87% → 83.44% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24.9M |
| 2 |
Morgan Stanley
New York
|
+$19.4M |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$15.3M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$15.2M |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$13.3M |
| 2 |
Jane Street
New York
|
-$358K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$62.4K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$27.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $3.43K | +$3.4K | +67 | New |
|
|
TC
52
Truvestments Capital
Sarasota,
Florida
| $1.23K | +$1.22K | +24 | New |
|
|
53
Jane Street
New York
| – | -$358K | -7,811 | Closed |
|
JAVA Hedge Fund Activity: Q4 2022 in Review
52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q4 2022, worth a combined $252M — up 182% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new JAVA positions and 2 closed out — a net gain of 34 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $24.9M. The largest seller was Avior Wealth Management, cutting an estimated $13.3M.
- 52 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q4 2022, up from 21 in Q3 2022.
- Funds reported $252M of JPMorgan Active Value ETF stock for Q4 2022, up 182% quarter-over-quarter.
- 36 funds opened new JPMorgan Active Value ETF positions in Q4 2022 and 2 closed out, a net change of +34 holders.
- The largest JPMorgan Active Value ETF buyer in Q4 2022 was LPL Financial, an estimated $24.9M added.
- The largest JPMorgan Active Value ETF seller in Q4 2022 was Avior Wealth Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2022.