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JGRW

Jensen Quality Growth ETF

19 hedge funds and large institutions have $55.3M invested in Jensen Quality Growth ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

27% more funds holding

Funds holding: 1519 (+4)

6% more capital invested

Capital invested by funds: $51.9M → $55.3M (+$3.37M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.73% less ownership

Funds ownership: 63.03%59.3% (-3.7%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
8
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1
Legacy Advisors
Pennsylvania
$42.5M -$1.36M -51,881 -3%
SCM
2
SOL Capital Management
Maryland
$3.68M +$2.56M +98,062 +211%
DAS
3
DMKC Advisory Services
Iowa
$2.04M +$160K +6,122 +8%
KFA
4
Kelleher Financial Advisors
New York
$1.38M +$1.42M +54,354 New
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$1.3M +$128K +4,886 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.11M +$282K +10,784 +33%
SCA
7
Snowden Capital Advisors
New York
$614K +$322K +12,327 +105%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$496K -$52.2K -1,997 -9%
CT
9
Clearstead Trust
Maine
$468K +$480K +18,355 New
Citadel Advisors
10
Citadel Advisors
Florida
$438K +$449K +17,192 New
CIAS
11
Capital Investment Advisory Services
North Carolina
$297K -$5.88K -225 -2%
OFS
12
OneAscent Financial Services
Alabama
$262K +$269K +10,287 New
UAG
13
United Advisor Group
Ohio
$254K +$261K +9,985 New
BSTWA
14
Blake Schutter Theil Wealth Advisors
Ohio
$229K
Bank of America
15
Bank of America
North Carolina
$120K +$418 +16 +0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$25.5K +$23.5K +901 +901%
CAL
17
Capital Advisors Ltd
Ohio
$12K +$12.6K +482 New
AWM
18
Accredited Wealth Management
Kentucky
$5.1K +$5.22K +200 New
DFA
19
DHJJ Financial Advisors
Illinois
$1.4K +$941 +36 +189%
OMC
20
Old Mission Capital
Illinois
-$365K -14,077 Closed
BAM
21
Berkshire Asset Management
Pennsylvania
-$256K -9,625 Closed
UBS Group
22
UBS Group
Switzerland
-$1.84K -71 Closed

JGRW Hedge Fund Activity: Q1 2025 in Review

19 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Jensen Quality Growth ETF (JGRW) for Q1 2025, worth a combined $55.3M — up 6.5% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JGRW positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was SOL Capital Management, adding an estimated $2.56M. The largest seller was Legacy Advisors, cutting an estimated $1.36M.

  • 19 institutional investors held Jensen Quality Growth ETF (JGRW) as of Q1 2025, up from 15 in Q4 2024.
  • Funds reported $55.3M of Jensen Quality Growth ETF stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 7 funds opened new Jensen Quality Growth ETF positions in Q1 2025 and 3 closed out, a net change of +4 holders.
  • The largest Jensen Quality Growth ETF buyer in Q1 2025 was SOL Capital Management, an estimated $2.56M added.
  • The largest Jensen Quality Growth ETF seller in Q1 2025 was Legacy Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2025.