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JPMorgan US Quality Factor ETF
JQUA

257 hedge funds and large institutions have $3.09B invested in JPMorgan US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 124 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 11

134% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 53

43% more capital invested

Capital invested by funds: $2.16B → $3.09B (+$925M)

31% more funds holding in top 10

Funds holding in top 10: 26 → 34 (+8)

27% more funds holding

Funds holding: 203 → 257 (+54)

5.28% less ownership

Funds ownership: 97.53% → 92.25% (-5.3%)

Holders
257
Holders Change
+54
Holders Change %
+26.6%
% of All Funds
3.75%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
68
Increased
124
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$107M
2
SC
Savant Capital
Illinois
+$87.4M
3
AAS
Annex Advisory Services
Wisconsin
+$75.9M
4
S
SignatureFD
Georgia
+$47.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$44.6M

Top Sellers

Rank Fund Capital Flow
1
FCBT
First Citizens Bank & Trust
North Carolina
-$84.5M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$81.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.77M
4
FCAM
First Citizens Asset Management
North Carolina
-$3.82M
5
IDA
Intelligence Driven Advisers
California
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$197K +$10.9K +243 +6%
EC
227
EdgeRock Capital
Colorado
$142K +$128K +2,840 New
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$113K – – –
PTC
229
Private Trust Company
Ohio
$111K +$79.3K +1,767 +320%
AF
230
Allworth Financial
California
$99.1K +$92.9K +2,070 New
SPIA
231
Steward Partners Investment Advisory
New York
$87.2K – – –
CT
232
Colonial Trust
South Carolina
$76.3K +$71.6K +1,594 New
MHR
233
Matthew Hamilton Rosenberg
$69.2K +$64.9K +1,445 New
WTC
234
WhitTier Trust Company
Nevada
$60.9K +$57.1K +1,272 New
PB
235
Pinnacle Bancorp
Nebraska
$59.2K +$55.5K +1,237 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$55.4K +$52K +1,158 New
US Bancorp
237
US Bancorp
Minnesota
$48.4K +$45.4K +1,012 New
SC
238
SouthState Corp
Florida
$40.8K +$38.3K +852 New
DWM
239
Dogwood Wealth Management
Kansas
$32.1K +$30.1K +670 New
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$32K +$29.9K +665 +66,500%
GWSG
241
GPS Wealth Strategies Group
Colorado
$23.9K +$22.4K +500 New
AAP
242
Arax Advisory Partners
Colorado
$13.8K +$12.9K +288 New
HI
243
Harbour Investments
Wisconsin
$12.8K – – –
FMP
244
Financial Management Professionals
Texas
$12K +$11.6K +259 New
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$11.1K +$10.5K +233 New
KHC
246
Koesten Hirschmann & Crabtree
Kansas
$10.5K +$9.88K +220 New
AWM
247
Avior Wealth Management
Nebraska
$7.56K – – –
LFA
248
LGT Financial Advisors
Texas
$6.13K +$135 +3 +2%
CIAS
249
Capital Investment Advisory Services
North Carolina
$4.79K – – –
WWMSC
250
Wagner Wealth Management (South Carolina)
South Carolina
$4.69K – – –
7 8 9
10
11

JQUA Hedge Fund Activity: Q4 2023 in Review

257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2023, worth a combined $3.09B — up 43% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new JQUA positions and 11 closed out — a net gain of 57 holders — while 124 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was First Citizens Bank & Trust, cutting an estimated $84.5M.

  • 257 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $3.09B of JPMorgan US Quality Factor ETF stock for Q4 2023, up 43% quarter-over-quarter.
  • 68 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2023 and 11 closed out, a net change of +57 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q4 2023 was First Citizens Bank & Trust, an estimated $84.5M sold.

Based on aggregated 13F filings for Q4 2023.