JPMorgan Active Value ETF
JAVA
69 hedge funds and large institutions have $267M invested in JPMorgan Active Value ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
230% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 10
33% more funds holding
Funds holding: 52 → 69 (+17)
6% more capital invested
Capital invested by funds: $252M → $267M (+$14.9M)
2.75% less ownership
Funds ownership: 83.44% → 80.69% (-2.8%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.4M |
| 2 |
Morgan Stanley
New York
|
+$5.78M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.08M |
| 4 |
EH
Equitable Holdings
New York
|
+$4.53M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$14.9M |
| 2 |
JP Morgan Chase
New York
|
-$10.2M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$2.93M |
| 4 |
MTWM
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$2.4M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$855K |
JAVA Hedge Fund Activity: Q1 2023 in Review
69 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Active Value ETF (JAVA) for Q1 2023, worth a combined $267M — up 5.9% from $252M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new JAVA positions and 3 closed out — a net gain of 18 holders — while 33 added to existing stakes and 10 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $6.4M. The largest seller was Beaumont Financial Advisors, cutting an estimated $14.9M.
- 69 institutional investors held JPMorgan Active Value ETF (JAVA) as of Q1 2023, up from 52 in Q4 2022.
- Funds reported $267M of JPMorgan Active Value ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
- 21 funds opened new JPMorgan Active Value ETF positions in Q1 2023 and 3 closed out, a net change of +18 holders.
- The largest JPMorgan Active Value ETF buyer in Q1 2023 was Raymond James & Associates, an estimated $6.4M added.
- The largest JPMorgan Active Value ETF seller in Q1 2023 was Beaumont Financial Advisors, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2023.