JPMorgan US Quality Factor ETF
JQUA
48 hedge funds and large institutions have $357M invested in JPMorgan US Quality Factor ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
2% more funds holding
Funds holding: 47 → 48 (+1)
3% more capital invested
Capital invested by funds: $346M → $357M (+$10.1M)
0.9% less ownership
Funds ownership: 88.92% → 88.02% (-0.9%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.81M |
| 2 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
+$5.44M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$2.66M |
| 4 |
Morgan Stanley
New York
|
+$1.59M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$8.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$958K |
| 3 |
Jane Street
New York
|
-$709K |
| 4 |
Goldman Sachs
New York
|
-$673K |
| 5 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$661K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$6.88K | -201 | Closed |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -52 | Closed |
|
JQUA Hedge Fund Activity: Q4 2020 in Review
48 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2020, worth a combined $357M — up 2.9% from $346M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JQUA positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $7.81M. The largest seller was Victory Capital Management, cutting an estimated $8.27M.
- 48 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $357M of JPMorgan US Quality Factor ETF stock for Q4 2020, up 2.9% quarter-over-quarter.
- 7 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q4 2020 was Citadel Advisors, an estimated $7.81M added.
- The largest JPMorgan US Quality Factor ETF seller in Q4 2020 was Victory Capital Management, an estimated $8.27M sold.
Based on aggregated 13F filings for Q4 2020.