JPMorgan US Quality Factor ETF
JQUA
82 hedge funds and large institutions have $332M invested in JPMorgan US Quality Factor ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
6% more funds holding
Funds holding: 77 → 82 (+5)
2.71% more ownership
Funds ownership: 74.96% → 77.67% (+2.7%)
3% more capital invested
Capital invested by funds: $324M → $332M (+$8.13M)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$33.3M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$26.7M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
+$6.78M |
| 4 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
+$6.2M |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$31.3M |
| 2 |
Morgan Stanley
New York
|
-$9.32M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$8.92M |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$2.79M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
-$2.22M |
JQUA Hedge Fund Activity: Q1 2022 in Review
82 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2022, worth a combined $332M — up 2.5% from $324M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JQUA positions and 10 closed out — a net gain of 6 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $33.3M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $31.3M.
- 82 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2022, up from 77 in Q4 2021.
- Funds reported $332M of JPMorgan US Quality Factor ETF stock for Q1 2022, up 2.5% quarter-over-quarter.
- 16 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2022 and 10 closed out, a net change of +6 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q1 2022 was TownSquare Capital, an estimated $33.3M added.
- The largest JPMorgan US Quality Factor ETF seller in Q1 2022 was Retirement Planning Group (Kansas), an estimated $31.3M sold.
Based on aggregated 13F filings for Q1 2022.