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JGRW

Jensen Quality Growth ETF

21 hedge funds and large institutions have $38.4M invested in Jensen Quality Growth ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more capital invested

Capital invested by funds: $18.7M → $38.4M (+$19.6M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

11% more funds holding

Funds holding: 1921 (+2)

6.11% more ownership

Funds ownership: 25.51%31.63% (+6.1%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
1
Jensen Investment Management
Oregon
$14M +$14M +517,847 New
SCM
2
SOL Capital Management
Maryland
$10.4M +$4.07M +150,616 +64%
BFA
3
Bill Few Associates
Pennsylvania
$4.26M +$3.75M +138,704 +736%
DAS
4
DMKC Advisory Services
Iowa
$3.23M +$425K +15,716 +15%
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$1.42M +$80.9K +2,994 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.21M -$750K -27,770 -38%
SCA
7
Snowden Capital Advisors
New York
$759K +$13.2K +490 +2%
OFS
8
OneAscent Financial Services
Alabama
$672K -$6.92K -256 -1%
CT
9
Clearstead Trust
Maine
$431K +$153K +5,669 +55%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$409K -$94.5K -3,497 -19%
EFS
11
Essex Financial Services
Connecticut
$382K +$382K +14,122 New
Jane Street
12
Jane Street
New York
$338K +$338K +12,498 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$311K +$308K +11,400 New
CIAS
14
Capital Investment Advisory Services
North Carolina
$226K -$43.2K -1,600 -16%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$207K -$268K -9,929 -56%
LWM
16
Lodestone Wealth Management
Washington
$22.8K +$22.8K +843 New
Osaic Holdings
17
Osaic Holdings
Arizona
$13.6K
EF
18
Entrust Financial
Pennsylvania
$13.6K +$13.6K +502 New
CAL
19
Capital Advisors Ltd
Ohio
$13K
MA
20
MCF Advisors
Kentucky
$5.41K +$5.4K +200 New
DFA
21
DHJJ Financial Advisors
Illinois
$1.49K
KFA
22
Kelleher Financial Advisors
New York
-$2.05M -75,043 Closed
BSTWA
23
Blake Schutter Theil Wealth Advisors
Ohio
-$350K -12,824 Closed
UAG
24
United Advisor Group
Ohio
-$268K -9,835 Closed
Bank of America
25
Bank of America
North Carolina
-$5.35K -196 Closed

JGRW Hedge Fund Activity: Q4 2025 in Review

21 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Jensen Quality Growth ETF (JGRW) for Q4 2025, worth a combined $38.4M — up 105% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JGRW positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Jensen Investment Management, opening a new position worth an estimated $14M. The largest seller was Kelleher Financial Advisors, exiting entirely with an estimated $2.05M sold.

  • 21 institutional investors held Jensen Quality Growth ETF (JGRW) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $38.4M of Jensen Quality Growth ETF stock for Q4 2025, up 105% quarter-over-quarter.
  • 7 funds opened new Jensen Quality Growth ETF positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest Jensen Quality Growth ETF buyer in Q4 2025 was Jensen Investment Management, an estimated $14M added.
  • The largest Jensen Quality Growth ETF seller in Q4 2025 was Kelleher Financial Advisors, an estimated $2.05M sold.

Based on aggregated 13F filings for Q4 2025.