JPMorgan US Quality Factor ETF
JQUA
322 hedge funds and large institutions have $3.83B invested in JPMorgan US Quality Factor ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 145 increasing their positions, 93 reducing their positions, and 24 closing their positions.
96% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 24
56% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 93
17% more capital invested
Capital invested by funds: $3.28B → $3.83B (+$549M)
13% more funds holding in top 10
Funds holding in top 10: 38 → 43 (+5)
5% more funds holding
Funds holding: 308 → 322 (+14)
4.14% more ownership
Funds ownership: 71% → 75.13% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$123M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$89M |
| 3 |
LPL Financial
San Diego,
California
|
+$27.7M |
| 4 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$26.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$68.1M |
| 2 |
JP Morgan Chase
New York
|
-$42.4M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$16.3M |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$11.1M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$8.15M |
JQUA Hedge Fund Activity: Q3 2024 in Review
322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2024, worth a combined $3.83B — up 17% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new JQUA positions and 24 closed out — a net gain of 23 holders — while 145 added to existing stakes and 93 trimmed.
The largest buyer was Savant Capital, adding an estimated $123M. The largest seller was Annex Advisory Services, cutting an estimated $68.1M.
- 322 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2024, up from 308 in Q2 2024.
- Funds reported $3.83B of JPMorgan US Quality Factor ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 47 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2024 and 24 closed out, a net change of +23 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q3 2024 was Savant Capital, an estimated $123M added.
- The largest JPMorgan US Quality Factor ETF seller in Q3 2024 was Annex Advisory Services, an estimated $68.1M sold.
Based on aggregated 13F filings for Q3 2024.