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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$107M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$87.4M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$75.9M |
| 4 |
S
SignatureFD
Atlanta,
Georgia
|
+$47.2M |
| 5 |
JP Morgan Chase
New York
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$84.5M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$81.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.77M |
| 4 |
FCAM
First Citizens Asset Management
Raleigh,
North Carolina
|
-$3.82M |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$3.62M |
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.