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JPMorgan US Momentum Factor ETF
JMOM

46 hedge funds and large institutions have $167M invested in JPMorgan US Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 45 → 46 (+1)

1% more capital invested

Capital invested by funds: $165M → $167M (+$2.24M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2.39% less ownership

Funds ownership: 70.49% → 68.11% (-2.4%)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
15
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$914K
2
SC
Savant Capital
Illinois
+$788K
3
LPL Financial
LPL Financial
California
+$678K
4
NRW
Nova R Wealth
Kansas
+$400K
5
RF
RHS Financial
California
+$311K

Top Sellers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
-$3.75M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.05M
4
KW
KWB Wealth
California
-$989K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$979K
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$322K +$305K +7,602 New
RJA
27
Raymond James & Associates
Florida
$316K +$298K +7,450 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$313K +$2.12K +53 +0.7%
FPCP
29
Fort Point Capital Partners
California
$302K +$401 +10 +0.1%
Wealthfront Advisers
30
Wealthfront Advisers
California
$280K +$265K +6,614 New
CG
31
Colony Group
Massachusetts
$273K -$3.13K -78 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$220K +$209K +5,212 New
NA
33
NewEdge Advisors
Louisiana
$212K +$201K +5,008 New
HI
34
Harbour Investments
Wisconsin
$119K +$320 +8 +0.3%
HWA
35
HHM Wealth Advisors
Tennessee
$69K +$2.52K +63 +4%
UBS Group
36
UBS Group
Switzerland
$45.8K -$20.5K -511 -32%
Osaic Holdings
37
Osaic Holdings
Arizona
$40.7K +$3.93K +98 +11%
Morgan Stanley
38
Morgan Stanley
New York
$25.8K – – –
CFD
39
Creative Financial Designs
Indiana
$20K +$40 +1 +0.2%
GRP
40
Global Retirement Partners
California
$18.6K +$17.6K +439 New
IA
41
IFP Advisors
Florida
$6.78K – – –
PP
42
Pacifica Partners
Canada
$5.95K – – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$4.24K – – –
PTC
44
Private Trust Company
Ohio
$2.25K – – –
SWM
45
Spire Wealth Management
Virginia
$1.86K -$601 -15 -25%
Wells Fargo
46
Wells Fargo
California
$27 +$40 +1 New
KW
47
KWB Wealth
California
– -$989K -26,249 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
– -$698K -17,600 Closed
AIC
49
Ayalon Insurance Company
Israel
– -$514K -12,958 Closed
KAS
50
Kestra Advisory Services
Texas
– -$409K -10,315 Closed
1
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JMOM Hedge Fund Activity: Q2 2023 in Review

46 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q2 2023, worth a combined $167M — up 1.4% from $165M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JMOM positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $914K. The largest seller was Blue Trust Inc, cutting an estimated $3.75M.

  • 46 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q2 2023, up from 45 in Q1 2023.
  • Funds reported $167M of JPMorgan US Momentum Factor ETF stock for Q2 2023, up 1.4% quarter-over-quarter.
  • 10 funds opened new JPMorgan US Momentum Factor ETF positions in Q2 2023 and 9 closed out, a net change of +1 holder.
  • The largest JPMorgan US Momentum Factor ETF buyer in Q2 2023 was Flow Traders U.S., an estimated $914K added.
  • The largest JPMorgan US Momentum Factor ETF seller in Q2 2023 was Blue Trust Inc, an estimated $3.75M sold.

Based on aggregated 13F filings for Q2 2023.