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JPMorgan US Quality Factor ETF
JQUA

85 hedge funds and large institutions have $568M invested in JPMorgan US Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

93% more capital invested

Capital invested by funds: $294M → $568M (+$274M)

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

26.36% more ownership

Funds ownership: 78.86% → 105.22% (+26%)

5% more funds holding

Funds holding: 81 → 85 (+4)

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.46%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
15
Increased
43
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$140M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$24.1M
4
OCM
One Capital Management
California
+$6.48M
5
PA
Prism Advisors
California
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13M
2
Jane Street
Jane Street
New York
-$2.83M
3
Morgan Stanley
Morgan Stanley
New York
-$1.23M
4
FWIA
Fort Washington Investment Advisors
Ohio
-$879K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$875K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
51
Fort Point Capital Partners
California
$681K +$3.32K +86 +0.4%
IA
52
IFP Advisors
Florida
$648K +$31K +802 +3%
IA
53
Integrity Advisory
Kansas
$643K +$79.5K +2,058 +13%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$535K -$23.3K -602 -4%
SAM
55
Sequent Asset Management
Texas
$488K +$262K +6,783 +95%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$477K +$416K +10,768 +378%
BWM
57
Baystate Wealth Management
Massachusetts
$434K +$204K +5,292 +75%
TRCT
58
Tower Research Capital (TRC)
New York
$410K +$253K +6,560 +127%
ACP
59
Aveo Capital Partners
Colorado
$387K – – –
TFA
60
Teamwork Financial Advisors
Texas
$373K -$17.7K -459 -4%
SWM
61
SeaCrest Wealth Management
New York
$369K -$15.3K -395 -4%
MAM
62
Meeder Asset Management
Ohio
$366K -$110K -2,854 -21%
CAL
63
Capital Advisors Ltd
Ohio
$331K +$133K +3,448 +58%
BTI
64
Blue Trust Inc
Georgia
$331K +$343K +8,889 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$292K +$28.4K +734 +10%
MMM
66
Mendel Money Management
Illinois
$278K +$306K +7,932 New
AAS
67
Avantax Advisory Services
Texas
$245K +$54.2K +1,403 +25%
FAIM
68
Financial Advocates Investment Management
Washington
$244K +$269K +6,951 New
BG
69
Benedetti & Gucer
Georgia
$222K – – –
3LCM
70
3D/L Capital Management
Connecticut
$218K -$14.5K -376 -6%
UBS Group
71
UBS Group
Switzerland
$157K +$170K +4,400 +6,286%
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$123K +$7.15K +185 +6%
EC
73
EdgeRock Capital
Colorado
$121K +$133K +3,441 New
MPCG
74
Matrix Private Capital Group
New York
$103K – – –
Wells Fargo
75
Wells Fargo
California
$101K – – –
1 2
3
4

JQUA Hedge Fund Activity: Q3 2022 in Review

85 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2022, worth a combined $568M — up 93% from $294M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JQUA positions and 11 closed out — a net gain of 4 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $13M.

  • 85 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2022, up from 81 in Q2 2022.
  • Funds reported $568M of JPMorgan US Quality Factor ETF stock for Q3 2022, up 93% quarter-over-quarter.
  • 15 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2022 and 11 closed out, a net change of +4 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $140M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2022 was JP Morgan Chase, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2022.