JPMorgan US Momentum Factor ETF
JMOM
10 hedge funds and large institutions have $91M invested in JPMorgan US Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
138% more capital invested
Capital invested by funds: $38.2M → $91M (+$52.7M)
67% more funds holding
Funds holding: 6 → 10 (+4)
2.85% more ownership
Funds ownership: 92.63% → 95.48% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$44.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.16M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.14M |
| 4 |
Jane Street
New York
|
+$709K |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$35.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Total Investment Management
Scottsdale,
Arizona
| $44.1M | +$44.6M | +1,526,966 | New |
|
2
JP Morgan Chase
New York
| $28.9M | – | – | – |
|
|
3
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $9.1M | +$6.16M | +211,014 | +203% |
|
|
PFG
4
Pacific Financial Group
Bellevue,
Washington
| $6.82M | +$205K | +7,012 | +3% |
|
|
5
LPL Financial
San Diego,
California
| $1.13M | +$1.14M | +38,995 | New |
|
|
6
Jane Street
New York
| $702K | +$709K | +24,298 | New |
|
|
SFSIG
7
San Francisco Sentry Investment Group
San Francisco,
California
| $232K | +$16.9K | +578 | +8% |
|
8
Bank of America
Charlotte,
North Carolina
| $13K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2K | -$35.7K | -1,222 | -94% |
|
10
Fidelity Investments
Boston,
Massachusetts
| – | +$29 | +1 | New |
|
JMOM Hedge Fund Activity: Q3 2019 in Review
10 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Momentum Factor ETF (JMOM) for Q3 2019, worth a combined $91M — up 138% from $38.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JMOM positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $44.6M. The largest seller was UBS Group, cutting an estimated $35.7K.
- 10 institutional investors held JPMorgan US Momentum Factor ETF (JMOM) as of Q3 2019, up from 6 in Q2 2019.
- Funds reported $91M of JPMorgan US Momentum Factor ETF stock for Q3 2019, up 138% quarter-over-quarter.
- 4 funds opened new JPMorgan US Momentum Factor ETF positions in Q3 2019 and 0 closed out, a net change of +4 holders.
- The largest JPMorgan US Momentum Factor ETF buyer in Q3 2019 was Total Investment Management, an estimated $44.6M added.
- The largest JPMorgan US Momentum Factor ETF seller in Q3 2019 was UBS Group, an estimated $35.7K sold.
Based on aggregated 13F filings for Q3 2019.