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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$914K |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$788K |
| 3 |
LPL Financial
San Diego,
California
|
+$678K |
| 4 |
NRW
Nova R Wealth
Overland Park,
Kansas
|
+$400K |
| 5 |
RF
RHS Financial
San Francisco,
California
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$3.75M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.05M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
-$989K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$979K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
51
Old Mission Capital
Chicago,
Illinois
| – | -$315K | -7,933 | Closed |
|
52
Citadel Advisors
Miami,
Florida
| – | -$256K | -6,456 | Closed |
|
|
AAS
53
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$32.7K | -822 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$7.7K | -194 | Closed |
|
|
CCP
55
Clarkston Capital Partners
Rochester,
Michigan
| – | -$4.01K | -101 | Closed |
|
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.