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JPMorgan US Quality Factor ETF
JQUA

69 hedge funds and large institutions have $282M invested in JPMorgan US Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

12% more capital invested

Capital invested by funds: $252M → $282M (+$30.4M)

10% more funds holding

Funds holding: 63 → 69 (+6)

2.45% more ownership

Funds ownership: 72.01% → 74.45% (+2.4%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
10
Increased
29
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$10.5M
2
DIM
Delta Investment Management
California
+$9.13M
3
Morgan Stanley
Morgan Stanley
New York
+$7.66M
4
KAM
Knightsbridge Asset Management
California
+$2.55M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
ACM
Avalon Capital Management
California
-$3.82M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.76M
3
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$1.32M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$368K
5
PAS
Park Avenue Securities
New York
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$205K – – –
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$201K – – –
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$157K +$2.96K +70 +2%
MPCG
54
Matrix Private Capital Group
New York
$120K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$118K +$122K +2,887 New
Wells Fargo
56
Wells Fargo
California
$117K +$121K +2,870 New
CCM
57
Covington Capital Management
California
$116K +$113K +2,668 +1,579%
TCWM
58
Total Clarity Wealth Management
Illinois
$76K +$78.3K +1,855 New
PA
59
Parallel Advisors
California
$47K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$41K +$8.48K +201 +26%
PCM
61
Penserra Capital Management
California
$33K +$34.1K +808 New
GRP
62
Global Retirement Partners
California
$28K – – –
SBL
63
Sargent Bickham Lagudis
Colorado
$16K – – –
HI
64
Harbour Investments
Wisconsin
$10K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$9K +$7.81K +185 +514%
CIAS
66
Capital Investment Advisory Services
North Carolina
$4K – – –
SCA
67
Stonebridge Capital Advisors
Minnesota
$3K -$3.12K -74 -50%
JCM
68
Jacobi Capital Management
Pennsylvania
$3K +$3.46K +82 New
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$368K -9,000 Closed
AAP
70
Arax Advisory Partners
Colorado
– -$51K -1,256 Closed
UBS Group
71
UBS Group
Switzerland
– -$20K -477 Closed
1 2
3

JQUA Hedge Fund Activity: Q3 2021 in Review

69 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2021, worth a combined $282M — up 12% from $252M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JQUA positions and 3 closed out — a net gain of 7 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.5M. The largest seller was Avalon Capital Management, cutting an estimated $3.82M.

  • 69 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2021, up from 63 in Q2 2021.
  • Funds reported $282M of JPMorgan US Quality Factor ETF stock for Q3 2021, up 12% quarter-over-quarter.
  • 10 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2021 and 3 closed out, a net change of +7 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2021 was Goldman Sachs, an estimated $10.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2021 was Avalon Capital Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2021.